CX Senior Financial Analyst – FP&A
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Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Talkdesk is pioneering a new era of Customer Experience Automation (CXA) redefining how the worlds most admired brands interact with their customers through AI. Our global team of courageous innovators is customer-obsessed building AI-first solutions that put empathy trust and transparency at the center of every interaction. We foster an inclusive culture where diverse perspectives drive our success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor Talkdeskers are empowered with the autonomy to drive meaningful impact while giving back to the communities and environment around us.
Talkdesk has been recognized as a Leader in the Gartner Magic Quadrant for Contact Center as a Service (CCaaS) and in the G2 Overall Grid Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards there has never been a more exciting time to join us as we shape the future of customer experience automation!
We are seeking a strategic highly motivated self-driven analytical and technically strong Finance professional to support the Customer Experience (CX) organization including Premium Care and Professional Services. This role owns cost management and has visibility to bookings and revenue planning and partners closely with business and finance leaders to drive insights across bookings revenue headcount cost and margin.
Youll play a critical role in connecting operational drivers (utilization support volume staffing) to financial outcomes helping the business scale efficiently while maintaining strong financial discipline. This role requires intellectual curiositysomeone who naturally seeks to understand the why behind the numbers and can connect the dots across financial and operational metrics to generate meaningful insights.
What Youll Do
- Partner with CX organization to provide financial insights and decision support
- Own forecasting for headcount operating expenses bookings and revenue
- Stay connected to revenue (utilization billable rates) to analyze margin performance
- Build and maintain advanced financial models to support planning and scenario analysis
- Deliver clear Budget vs. Actuals (BvA) and executive-ready insights
- Build and maintain financial models using advance excel Power BI and PowerPivot
- Align closely with go-to market (GTM) teams to ensure capacity planning supports bookings and revenue targets
- Own and lead the monthly close process partnering closely with Accounting to drive the accrual cycle and ensure accurate timely expense recognition in accordance with GAAP..
- Develop and enhance detailed financial models to forecast and analyze functional costs identify key variance drivers and improve forecast accuracy.
- Facilitate in-quarter monthly business reviews enabling the organization to respond proactively to short-term budget fluctuations while building and tracking KPIs across our businesses.
- Deliver monthly and quarterly management reporting by analyzing financial performance synthesizing key trends assessing business risks and communicating clear actionable insights to senior leadership.
- Manage multiple priorities in a fast-paced environment while consistently meeting financial deadlines
What You Bring
- 58 years of FP&A or related finance experience (CX SaaS or Operations preferred)
- Expertise in Advanced Excel and Google Sheets including complex formula writing and model building
- Strong experience with: PowerPivot (calculated fields joins unions) Power BI (dashboards reporting) CubeValue formulas
- Proven ability to build scalable data models and integrate multiple data sources
- Experience with ERP/planning tools (Adaptive Planning preferred)
- Strong understanding of cost headcount bookings revenue and margin dynamics
- Excellent communication skills with the ability to influence stakeholders in a remote environment
- Highly organized with the ability to multitask and consistently deliver under tight deadlines
- Demonstrated intellectual curiosity with the ability to connect the dots across multiple datasets and business drivers
- High sense of accountability and ownership over outcomes
- Strong delivery focus with a get-it-done attitude
- Work ethic that reflects a drive to do what it takes to accomplish the mission
- Highly organized with the ability to multitask and consistently deliver under tight deadlines
Why This Role Matters
This role sits at the intersection of finance operations and revenue helping leadership make informed decisions that directly impact growth efficiency and customer experience. Youll have high visibility meaningful business partnership and the opportunity to build scalable financial models that drive real impact.
Work Environment and Physical Requirements:
Primarily office-environment work extended periods of sitting or standing computer-based work. Limited lifting and equipment usage limited to computer-related equipment (keyboards mouse etc.)
The Talkdesk story hinges on empathy and acceptance. It is the shared goal among all Talkdeskers to empower a new kind of customer hero through our innovative software solution and we firmly believe that the best path to success for our mission is inclusivity diversity and genuine acceptance. To that end we will hire promote work along cheer for bond with and warmly welcome into the Talkdesk family all persons without regard to ethnic and racial identity indigenous heritage national origin religion gender gender identity gender expression sexual orientation age disability marital status veteran status genetic information or any other legally protected status.
Required Experience:
Senior IC
Key Skills
About Company
Talkdesk is the leader in Customer Experience Automation (CXA), using AI and real-time data to automate customer journeys, reduce costs, and improve outcomes.
