Description
Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive.
At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.
How you’ll make an impact
This role is a pivotal player in our core financial planning and analysis activities at Xero. You will be part of the small team that refines and executes our budget and forecasting process, and contribute directly to how we model our business through our implementation of Anaplan. Our team thrives when we generate meaningful, actionable insights for the business and you’ll have the opportunity to do this through independent and collaborative analyses, regular reporting, and special projects. Your expertise in financial modeling and strength of communication will be key to success - for you and for your ability to positively influence business outcomes. As Xero Corporate FP&A’s first Senior Analyst based in North America, you’ll have a unique opportunity to partner closely with Northern Hemisphere leadership, while staying connected with colleagues and projects across the globe.
What you'll do
• Financial Modeling: Create and maintain financial models to assess potential scenarios, risks, and opportunities, and support strategic decision-making. Refine our existing models with a continuous improvement mindset.
• Actionable Insights: Deliver data-backed insights to leadership within and outside of Finance, working across multiple portfolios and down the full P&L to drive faster and better decision making.
• Keeping the Business Informed: Produce timely, clear, and accurate reporting on performance. Communicate findings with the right audience, recommending responses or further analyses.
• Financial Systems Transformation: Provide support for financial systems, including contributing to our migration from Adaptive to Anaplan. Along with your team, you will develop an understanding of the goals of multiple stakeholders and critically assess our Anaplan model to ensure it is delivering the best possible outcome, both as we build and on an ongoing basis. You will become adept at finding information and model building within the Anaplan environment.
• Long Term Planning: Help shape and execute long-term and annual financial planning processes.
• Stakeholder Engagement: Build strong relationships across the organization to consistently demonstrate the value of cross-functional finance partnership.
Success looks like
• Providing insightful analysis and quality, accurate, timely financial information that is thoughtful and actionable
• Demonstrated understanding of key business drivers
• Constantly improving your own skill set and the level of value delivered to the organization
• Building relationships at all levels across the business
What you'll bring with you
• 3-5 years relevant experience
• Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certifications (e.g., CFA) is a plus.
• Experience in investment banking, private equity or high growth technology / SaaS business would be a bonus
• Anaplan and basic SQL experience is a big plus
• Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor
• Excellent communication and presentation skills
• Excellent modeling and forecasting skills with the ability to prioritize and multitask
• Problem solving skills, innovative thinker
• Demonstrated ability to take data and create a story that resonates with audiences and drive action
• Able to prioritize work, meet deadlines with attention to detail and accuracy
• High energy level, self-starter, proactive and results oriented
• Strong effective interpersonal and relationship building skills
How you’ll make an impact
This role is a pivotal player in our core financial planning and analysis activities at Xero. You will be part of the small team that refines and executes our budget and forecasting process, and contribute directly to how we model our business through our implementation of Anaplan. Our team thrives when we generate meaningful, actionable insights for the business and you’ll have the opportunity to do this through independent and collaborative analyses, regular reporting, and special projects. Your expertise in financial modeling and strength of communication will be key to success - for you and for your ability to positively influence business outcomes. As Xero Corporate FP&A’s first Senior Analyst based in North America, you’ll have a unique opportunity to partner closely with Northern Hemisphere leadership, while staying connected with colleagues and projects across the globe.
What you'll do
• Financial Modeling: Create and maintain financial models to assess potential scenarios, risks, and opportunities, and support strategic decision-making. Refine our existing models with a continuous improvement mindset.
• Actionable Insights: Deliver data-backed insights to leadership within and outside of Finance, working across multiple portfolios and down the full P&L to drive faster and better decision making.
• Keeping the Business Informed: Produce timely, clear, and accurate reporting on performance. Communicate findings with the right audience, recommending responses or further analyses.
• Financial Systems Transformation: Provide support for financial systems, including contributing to our migration from Adaptive to Anaplan. Along with your team, you will develop an understanding of the goals of multiple stakeholders and critically assess our Anaplan model to ensure it is delivering the best possible outcome, both as we build and on an ongoing basis. You will become adept at finding information and model building within the Anaplan environment.
• Long Term Planning: Help shape and execute long-term and annual financial planning processes.
• Stakeholder Engagement: Build strong relationships across the organization to consistently demonstrate the value of cross-functional finance partnership.
Success looks like
• Providing insightful analysis and quality, accurate, timely financial information that is thoughtful and actionable
• Demonstrated understanding of key business drivers
• Constantly improving your own skill set and the level of value delivered to the organization
• Building relationships at all levels across the business
What you'll bring with you
• 3-5 years relevant experience
• Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certifications (e.g., CFA) is a plus.
• Experience in investment banking, private equity or high growth technology / SaaS business would be a bonus
• Anaplan and basic SQL experience is a big plus
• Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor
• Excellent communication and presentation skills
• Excellent modeling and forecasting skills with the ability to prioritize and multitask
• Problem solving skills, innovative thinker
• Demonstrated ability to take data and create a story that resonates with audiences and drive action
• Able to prioritize work, meet deadlines with attention to detail and accuracy
• High energy level, self-starter, proactive and results oriented
• Strong effective interpersonal and relationship building skills
Why Xero?
Diversity of people brings diversity of thought, and we like that. Our human-first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, employee resource groups, wellbeing programming and allowances, medical, dental, vision, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.
