Financial Operations Analyst – CSD Programs & Operations

At SailPoint, we do things differently. We understand that a fun-loving work environment can be highly motivating and productive. When smart people work on intriguing problems, and they enjoy coming to work each day, they accomplish great things together.  With that philosophy, we’ve assembled the best identity team in the world that is passionate about the power of identity. 

As the fastest-growing, independent identity and access management (IAM) provider, SailPoint helps hundreds of global organizations securely and effectively deliver and manage user access from any device to data and applications residing in the data center, on mobile devices, and in the cloud.  The company’s innovative product portfolio offers customers an integrated set of core services including identity governance, provisioning, and access management delivered on-premises or from the cloud (IAM-as-a-service). 

We are looking for a Financial Operations Analyst with strong business acumen, a passion for operations, and the ability to constantly deliver data-driven improvements in a fast-moving environment. You must have analytical skills and strategic thinking to help drive our business forward. This role requires strong business acumen, a passion for operations, and the ability to constantly deliver data-driven improvements in a fast-moving environment. A successful individual must be customer focused, business savvy, resourceful, and can deal with ambiguity while operating at scale.  You will research and analyze financial information as well as provide data-driven support to management for decision making.   This is a global role that will support multiple international stakeholders and reports into the Revenue Operations organization.   

Job Duties 

• Act as a trusted advisor to our Area Vice Presidents in the Customer Success Management and Customer Experience environments regarding financial metrics needs (customer contract renewals, customer retention, recurring revenue, etc.)
• Engage with Customer Success Management leadership to create processes and workflows across the renewal lifecycle.    

• Analyze financial results by comparing plans/forecast with actuals 

• Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations 

• Drive the monthly, quarterly, annual financial planning process for Customer Success Management and Experience 

• Prepare financial reports, charts, tables and other exhibits as requested 

• Develop and track benchmarking metrics to identify emerging risks and opportunities
• Increase productivity by developing automated applications; eliminating duplications; coordinating information requirements 

Skills/Qualifications 

• 8+ Years Experience in Finance, Audit or Operations 

• BS in Finance or Accounting 
• Excellent project management skills, including gathering requirements, documenting use cases, managing expectations, and meeting delivery deadlines  

• Must have strong Microsoft Excel skills 

• Financial modeling expertise 
• Generate reporting that will allow Ops to provide insights on areas the business can improve on.    
• Deep experience with customer success business operations and data strategy  
• Clear communicator with excellent written, verbal, and listening skills  
• Natural ability to build relationships effectively across global teams  
• Confidence in advocating for best practices  
• Excellent critical thinking skills with ability to break down ambiguous problems into concrete, manageable components, think through optimal solutions, and communicate clearly to stakeholders  
• Keen insights in data management to build effective, focused reports and dashboards that tell a story  
• Knowledge of Salesforce/CPQ is required 
• Knowledge of Tableau, & Gainsight is a plus  

• Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems 

• Ability to understand the business and collect/report data that is both accurate and meaningful to the business & leadership teams 

• Excellent written and verbal communication skills 

• Strong work ethic with a positive, can-do attitude 

What success looks like

30-Day Plan (Orientation and Integration):

o Objective: Establish foundational knowledge and integrate into the team.
1. Training & Learning: - Introduction to company systems, processes, and tools (Communication, financial modeling software, databases, etc.). - Review company policies, procedures, and compliance requirements. - Training sessions on company financial standards and reporting formats.
2. Roles & Responsibilities: - Understand job expectations, key performance indicators (KPIs), and deliverables. - Review team structure and individual roles. - Familiarize with current financial projects and reports.
3. Relationship Building: - Meet team members, key stakeholders, and cross-department colleagues. - Participate in onboarding activities and one-on-one meetings with managers.
4. Immediate Contributions: - Perform initial financial analysis under supervision. - Assist with smaller tasks or projects, such as budget preparation or data reconciliation.

60-Day Plan (Skill Development and Increased Contribution)

o Objective: Deepen understanding of workflows and demonstrate initial autonomy.
1. Enhanced Training: - Advanced training in financial analysis techniques (forecasting, variance analysis, etc.). - Learn about industry-specific trends affecting the company.
2. Project Involvement: - Take ownership of small projects, like preparing monthly financial reports or assessing ROI for smaller initiatives. - Begin to contribute ideas to team meetings or strategy discussions.
3. Process Optimization: - Identify inefficiencies in workflows and propose solutions. - Develop a basic understanding of cost-saving opportunities.
4. Feedback Sessions: - Receive formal feedback from managers and peers on performance and integration progress.

90-Day Plan (Autonomy and Strategic Thinking)

o Objective: Develop advanced financial skills and take a proactive role in team initiatives.
1. Expanded Responsibilities: - Lead mid-size projects, such as quarterly budget analysis and forecasting. - Prepare financial models for specific initiatives, exploring different scenarios.
2. Collaboration: - Build relationships with cross functional team members

- Collaborate more extensively across departments (finance, operations, etc.) on financial planning.
3. Strategic Input: - Begin identifying trends in financial data to support strategic decisions. - Contribute ideas to budget revisions and forecasting models.
4. Goal Alignment: - Establish long-term professional goals with managers and identify opportunities for further skill growth.

180-Day Plan (Proficiency and Leadership Growth)

o Objective: Solidify expertise and prepare for advanced contributions.
1. Mastery of Tools & Processes: - Become proficient in all company financial systems and tools. - Streamline and enhance reporting processes with innovative solutions.
2. Leadership Development: - Mentor new hires or junior team members. - Lead major projects, such as yearly financial planning or performance reviews.
3. Strategic Decision Making: - Provide actionable insights through detailed financial analysis. - Develop long-term forecasting and risk mitigation strategies.
4. Evaluation and Growth: - Conduct a self-assessment and review with managers to plan career development steps. - Attend advanced training sessions or certification programs

SailPoint is an equal opportunity employer and we welcome everyone to our team.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.