FP&A Senior Analyst, Sales and Marketing at TripActions

| San Francisco
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TripActions is looking for a highly motivated, deeply analytical, and excellent relationship builder to join our go-to-market FP&A team! The FP&A senior analyst will partner closely with our Sales, Marketing, and Partnerships teams at TripActions. The ideal candidate for this role has 3-5+ years of professional experience, ideally in a finance-related role.
  • Drive ad hoc analyses and projects to support business decisions throughout the go-to-market organization 
  • Create and improve financial models that track and analyze functional costs and their impact on TripActions’ overall performance 
  • Provide regular support to our monthly sales compensation cycle 
  • Build key partnerships with the go-to-market team to understand drivers, trends, opportunities, and to share insights and recommendations
  • Support the quarterly/annual budgeting and planning process, as well as long range strategic planning
  • Prepare monthly/quarterly budget vs. actual variance analysis
  • Maintain and improve upon key business metrics and develop regular reporting to share with stakeholders
  • Bachelor's degree in Finance, Accounting, or Economics. CFA or MBA a plus.
  • 3-4+ years of experience in FP&A, Corporate Finance, Management Consulting, Investment Banking, or highly relevant work experience
  • Expert Excel/Google Sheets skills (V-lookup, pivot tables, etc.)
  • Excellent PowerPoint/Google Slides skills with the ability to translate large data sets and analyses into executive presentations.
  • Ability to work cross-functionally and with senior leadership
  • Highly detail-oriented, but able to see the big picture
  • Able to operate independently and as part of a larger functional team
  • Manage multiple tasks and deadlines while maintaining a high level of precision
  • Experience with Salesforce.com and business intelligence tools (Tableau, Metabase) is a plus
  • Prior experience in a fast-growing tech/software/SaaS organization is a plus
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Technology we use

  • Sales & Marketing
    • SalesforceCRM


Right in the heart of Chinatown, SF - lots of hustle and bustle. We have great restaurants nearby and we're easily accessible by public transportation

An Insider's view of TripActions

How does your team reward individual success?

SHOUT-OUTS, SPIFFS, TEAM EVENTS. If you have top bookings - you get to wear the money jacket for the whole month!

Xander Garovi

Commercial Account Executive

How do you collaborate with other teams in the company?

There is a lot of collaboration, especially with Account Executives. We partner with them to find out the best strategies for outreach and how to best position the sell in order to optimize success in the deal.

Melissa Lord

Sales Development Representative

What are some things you learned at the company?

Being at TripActions has been the biggest learning experience in my career. One of the biggest things I’ve learned is adaptability. The company/team/role has changed so much from the time I’ve started and it’s been amazing to see it grow into what it is today.

Leighann Yamami

Senior Talent Acquisition Partner

What is your vision for the company?

Too often we blame technology for making our lives hectic and friction-filled - however, we fail to recognize, we are the ones creating the technology. TripActions is flipping the script, using technology to build real human connection.

Ryan Patrick O'Neill (RPO)

Senior Alliances Manager

What are TripActions Perks + Benefits

TripActions Benefits Overview

Competitive salary
Health: Medical, dental and vision
Food: Catered meals and drinks
Stock: Be invested in our future
Savings: Take advantage of our 401K matching
Travel: $2000 personal travel stipend to use on the app every year
Commuter benefits: Pre-tax benefit plus a $1000 yearly transportation stipend
People: Friendly, nice, and smart coworkers
Work/life balance: Take time off when you need it with an open vacation policy.
Location: WeWork located in the heart of SF

Volunteer in Local Community
Friends Outside of Work
Eat Lunch Together
Intracompany Committees
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
We provide free breakfast on Thursday. Employees get free lunch on Monday, Wednesday, Friday.
Professional Development Benefits
Diversity Program
Mentorship Program
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