Financial Planning Analyst at NextRoll

| San Francisco
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You’ll join our Financial Planning and Analysis team reporting to the Manager, Core FP&A and closely collaborating with partners across the entire organization. You will serve as a trusted business partner for G&A functions, driving increased insight into budget and expense management, resource planning, and financial operations support. You will have significant interaction with the broader Finance team as part of your consolidation and reporting responsibilities, as well as the opportunity to interact with senior leadership. You have strengths in model-building (ideally using planning software), are intellectually curious, and are able to determine solutions to sophisticated problems.

This role is open in our San Francisco, New York offices, or Remote.

Proof of COVID-19 vaccination is required to enter a US NextRoll office. Please notify us to request accommodation.  

Not sure that you might not be perfect for this role? You should still apply! We’ll review your application for other opportunities. We're always on the lookout for talented people and we're committed to developing each employee's career with over 1,800 training classes offered every year.

The impact you’ll make:
  • Partnering with G&A teams to assist with quarterly and annual budget planning, monthly budget analysis, ad-hoc modeling, and supporting their respective expense management and headcount needs
  • Supporting partners’ quarterly investment case submissions and ROI analyses with bottoms-up financial models and pro formas in alignment with company objectives
  • Working closely with the entire FP&A team to provide budget variance reconciliations, and tracking key operational and financial metrics
  • Assisting with monthly and quarterly management and executive-level reporting packages, consolidation and forecast updates
  • Driving growth and operational improvements across the team and the Company
  • Performing maintenance and administrative duties to ensure data integrity across our numerous systems, including monthly financial data loads and validations
Skills you’ll bring:
  • 3+ years combined relevant experience in FP&A, corporate finance, strategic planning, or management consulting
  • Excellent knowledge of MS Excel/Google Sheets and PowerPoint/Slides skills
  • Experience using planning systems (bonus points for Anaplan)
  • Skills in financial modeling as well as data analysis & reporting
  • Strong understanding of corporate finance concepts and accounting principles
  • Approaching work with curiosity, an eye for detail, and strong initiative
Bonus Points:
  • Experience using reporting applications and business intelligence software applications such as Anaplan and Tableau
  • Experience with ERPs such as NetSuite
Benefits and perks:
  • Competitive salary and equity
  • 100% employee coverage for medical, dental and vision premiums
  • Short and long term disability benefits at no cost to the employee
  • Basic life and AD&D insurance at no cost to the employee
  • 401K Plan (Pre-tax and Roth)
  • 4 weeks of paid time off and work/life balance
  • Up to 12 weeks of paid family leave (care for a family member, bond with a new child, etc.)
  • Up to 6 weeks of paid disability leave (up to 12 weeks for pregnancy disability leave)
  • Join a community of fellow Rollers as a member of one of our Employee Resource Groups
  • Ample opportunities to volunteer with local organizations with NextRoll Gives Back
About NextRoll:

NextRoll is a marketing technology company delivering products ambitious marketers use and rely on to grow their businesses. Powered by machine learning and integrated data platforms, NextRoll’s technology serves tens of thousands of businesses globally through its two business units: RollWorks, an account-based platform for business-to-business marketing and sales teams, and AdRoll, an ecommerce marketing platform for direct-to-consumer marketers. NextRoll is a privately-held company headquartered in San Francisco, CA. To learn more visit nextroll.com.


We are committed to building diverse teams of “Rollers” and are proud to be an equal opportunity employer. All applicants will receive consideration without regard to race, color, ancestry, sex, religion, gender, gender identity or expression, sexual orientation, marital status, national origin, citizenship, genetics, disability, age, veteran status or other characteristics. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please notify us to request accommodation.


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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C++Languages
    • GolangLanguages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • ReactLibraries
    • ReduxLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • FlaskFrameworks
    • HadoopFrameworks
    • Node.jsFrameworks
    • SparkFrameworks
    • CassandraDatabases
    • HBaseDatabases
    • MySQLDatabases
    • RedisDatabases
    • TeradataDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • TableauAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • AsanaManagement
    • ConfluenceManagement
    • JIRAManagement
    • WrikeManagement
    • WordpressCMS
    • StatamicCMS
    • SalesforceCRM
    • AdRollEmail
    • MarketoLead Gen

Location

Nestled next to the heart of the Mission and near Potrero Hill, we're within walking distance to some of the best food and drink spots in the city. Our SF Headquarters is also within walking distance to several public transportation options, including BART and Muni.

An Insider's view of NextRoll

How would you describe the company’s work-life balance?

I love the flexibility of working at NextRoll. It allows me to work with wonderful people while providing an outlet to live a life outside of work.

The relationships I have formed both professionally and personally have enhanced my growth. I haven’t experienced this balance at a company in a long time.

Stephanie

Sr. Customer Success Manager

What's the biggest problem your team is solving?

As our AdRoll product keeps evolving with new solutions and features, our customer self-service evolves with it. My team ensures that we are able to deliver support at scale by making our help content readily available when customers need it most. This means our product guides, help articles, video tutorials, etc. are always within reach.

Dennis

Sr Knowledge Base Manager

How does the company support your career growth?

I’ve always felt empowered by NextRoll’s leadership to think strategically and help prepare us for future success. NextRoll makes it easy to reach out to colleagues across different departments, and every single employee I’ve had the honor to work with has been transparent and supportive to get things done.

Lysann

Director, Brand Safety & Policy

How do you empower your team to be more creative?

NextRoll as a company embraces the flexibility a Hybrid Work Model provides Rollers. In Engineering, we don’t require anyone to be at a desk. It’s okay if we don’t see you all of the time because we base success on output and productivity. We let Rollers have control over how to best manage their schedule.

Patrick

EVP of Engineering

What makes someone successful on your team?

In Sales, you have to create an environment that is fair, where every person on your team has a chance to be successful. Some key ways to do this are by creating a clear and realistic compensation plan, creating a culture of collaboration where individuals don't feel isolated, and providing your team with the right tools to do their role.

Darragh

SVP of Sales for RollWorks

What are NextRoll Perks + Benefits

NextRoll Benefits Overview

Competitive salary and equity
100% employee coverage for medical, dental and vision premiums
Short and long term disability benefits at no cost to the employee
Basic life and AD&D insurance at no cost to the employee
401K Plan (Pre-tax and Roth)
4 weeks of paid time off and work/life balance
Up to 12 weeks of paid family leave (care for a family member, bond with a new child, etc.)
Up to 6 weeks of paid disability leave (up to 12 weeks for pregnancy disability leave)
Join a community of fellow Rollers as a member of one of our Employee Resource Groups
Ample opportunities to volunteer with local organizations with NextRoll Gives Back

Culture
Volunteer in local community
NextRoll Gives Back connects our employees with opportunities to volunteer their time–advancing education, professional development, and community support.
Partners with Nonprofits
San Francisco Education Fund, June Jordan School for Equity, SF Marin Food Bank
Friends outside of work
Intracompany committees
We want every Roller to feel that NextRoll is a place where they belong. So employees across the company have formed a variety of employee resource groups. All ERGs welcome allies.
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
We want every Roller to feel that NextRoll is a place where they belong. So employees across the company have formed a variety of employee resource groups. All ERGs welcome allies.
Hiring Practices that Promote Diversity
Check out our feature with BuiltIn about how we reduce bias in our interview process. https://www.builtinsf.com/2020/07/17/reduce-hiring-bias
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
NextRoll covers 100% of premiums for all employees
Vision Benefits
NextRoll covers 100% of premiums for all employees
Health Insurance Benefits
NextRoll covers 100% of premiums for all employees
Life Insurance
Wellness Programs
RollWell is focused on the well-being of our teams and provides unique programming that includes live-led meditation sessions, workout classes, and accounts with Class Pass, Calm, and Modern Health.
Team workouts
NextRoll's team fitness initiatives include In-office yoga, In-office fitness classes, Sponsored race teams.
Mental Health Benefits
Free Calm App, wellness and mindfulness talks from David Perls (https://www.sfstress.com/about-david-perls)
Retirement & Stock Options Benefits
401(K)
Company Equity
NextRoll wants all of our Rollers to have a piece in our company's success and offer stock options that vest over a 4 year period, with a 1 year cliff.
Employee Stock Purchase Plan
Performance Bonus
We offer a structured performance bonus plan for many of our roles. Bonuses are paid out on a monthly, quarterly, or annual basis (role dependent).
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
We have an autonomous culture where you'll work with your manager to adjust your schedule as needed.
Remote Work Program
It is up to our employees if they'd like to work in-office, flex (combination of in-office and WFH), or fully remote. Learn more here: https://rollwhereyouthrive.com/
Family Medical Leave
NextRoll offers 12 weeks of paid family leave
Vacation & Time Off Benefits
Generous PTO
NextRoll offers 20 days (4 weeks) of PTO per year
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Some Meals Provided
In-office employees get snacks and periodic in-office lunches. Remote employees get a monthly Crafty snack box mailed to their home.
Parking
An on site lot is available for parking by daily reservation
Pet Friendly
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
NextRoll has our own Learning and Development team that creates training programs to help our Rollers further their skills.
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks
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