Senior Financial Analyst, Corporate FP&A

| Peninsula
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The Strategic Finance team at TripActions is focused on three primary objectives:

  1. Measuring and reporting on financial performance and organizational health. The team identifies key drivers and metrics that are fundamental to driving the financial health of the business. Additionally, the team leverages technology to automate reporting. 
  2. Shaping company priorities around value-creating activities. The team builds a deep understanding of strategic principles and how the company creates value for shareholders, customers, and partners. As a fast-moving business that’s disrupting a stale industry, it’s not always obvious where to focus first. It’s essential for this team to continually drive insights into the business and to work cross-functionally across the organization to identify actions to be taken to improve value-creation. 
  3. Supporting complex decisions and coaching others on how to use and interpret financial data. The team should serve as knowledge integrators, connecting people and data across all parts of the organization to improve decision making. However, just as important as being the integrator is being the enabler and coach, making sure the right questions are being asked and appropriate analytical tools are being used - especially when we’re not in the room.

Responsibilities. As a Senior Financial Analyst your role will be critical in improving our corporate reporting, systems, processes and planning for the future state of the business.  You will be responsible for:

  • Supporting company planning processes for all short and long-term financial forecasts 
  • Maintain and improve detailed three statement financial models that track and analyze key metrics, cash flow and their impact on the company's overall financial performance
  • Manage monthly forecasting related to headcount, CAPEX, corporate allocations and company software spend
  • Work closely with the accounting teams to ensure timely and an accurate financial close
  • Own financial planning for G&A expenses including forecasts, BvA analysis and business partner support

Qualifications. The ideal candidate for this role:

  • Have 4+ years of work experience, with at least 2 years of experience in corporate FP&A, investment banking or corporate development a plus
  • Bachelor’s degree (finance and accounting preferred but not required)
  • Have extensive competency in building and auditing sophisticated financial models and large data sets
  • Be able to build trust with stakeholders and leaders across the organization and drive results through soft skills, not through mandates
  • Be entrepreneurial and have an enthusiastic "get stuff done" mentality
  • Be able to expertly balance the need to deliver accurate data and insights that drive focused action with the speed and fast-paced nature of TripActions
  • Thrive in ambiguous, fast-moving, and high-intensity environments
  • Position is located in Palo Alto
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Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • KotlinLanguages
    • SwiftLanguages
    • AngularJSFrameworks
    • SpringFrameworks
    • SalesforceCRM

Location

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

Culture
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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