Sr. Strategic Financial Analyst (Business Partner)

PandaDoc is in growth mode. We are seeking an experienced Financial Analyst who will be a key player in and is truly excited about driving and effectively scaling PandaDoc’s growth. This person will partner with C-level business partners and their teams on all planning, forecasting, and analysis activities.  This is an exciting opportunity for a candidate that wants to be part of building a dynamic, world class FP&A organization that is operating at an accelerated pace and scaling for the future.  

The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross-functionally, analytical, and outstanding at analyzing data and delivering actionable insights. This person is comfortable operating at all levels, with an eye on the strategic big picture, while skillfully managing the financial details.

In this role, you will:

• Collaborate with GTM and Product leaders to develop annual budgets, forecasts and financial plans for the Retention funnel
• Leverage your financial background to support and influence key strategic and business decisions
• Design and provide analytical rigor to measure efficiency and ROI of investments in headcount and non-headcount expenses
• Drive reporting, process and discipline for finance routines to shape and influence decision-making (e.g. budget, forecast, monthly reviews, long-range plans)
• Build and own models for in-depth analyses, as well as ensure their quality, timeliness, and accuracy
• Define metrics and leading indicators of business performance
• Partner with cross functional teams, such as Data Science, to develop reporting dashboards
• Drive continuous process improvement, standardization, simplification and reporting enhancements

Skills Required:

• Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
• Financial and Business Acumen:  Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
• Problem Solving & Decision Quality:  Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
• Relationship Building:  Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management with ability to influence at all levels

About you:

• 4+ years of experience in Financial Planning and Analysis (FP&A), consulting, or a related function
• A keen analytical eye and experience building integrated models from scratch (in Excel, or other planning applications)
• Experience building financial models of large scale programs including identifying, assessing and controlling for uncertainty and risk.
• Ability to build dashboards in Tableau or other BI tools strongly preferred
• Ability to translate complex concepts into simple takeaways and are not hesitant to voice your point of view
• Advanced Excel and strong PowerPoint skills are required
• Prior experience with SalesForce.com or ERP/NetSuite a plus
• Prior experience in a high-growth high tech/software/SaaS organization is a plus

Company Overview: 

PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more.  For more information, please visit https://www.pandadoc.com.

Company Culture: 

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. 

Check out our LinkedIn to learn more.

Benefits:

Employees may be able to purchase company stock (or receive annual bonuses)

Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company-paid holidays off per year

The annual OTE is up to $135,000 - $150,000 (base + bonus combined).

Application deadline: 4/22/25

PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

EXTERNAL RECRUITERS:

Approval Requirement

The use of external recruiters/staffing agencies requires prior approval from our HR Team. The HR Team at PandaDoc requests that external recruiters/staffing agencies not to contact PandaDoc employees directly in an attempt to present candidates. Complying with this request will be a factor in determining future professional relationships with PandaDoc.