We are seeking an experienced Strategic Financial Analyst who will be a key player in and is truly excited about driving and effectively scaling Pandadoc’s rapid growth. This person will partner with C-level business partners and their teams for the Sales Finance groups 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 eye on the strategic big picture, while skillfully managing the financial details.

In this role, you will:

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
Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups

About you:

4+ years of experience in investment banking, consulting, corporate/strategic finance or similar field
A keen analytical eye and experience building integrated models from scratch (in Excel, or other planning applications)
Experience working with large data sets using SQL.
Ability to build dashboards in Tableau 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 $145,000-180,000 (base + bonus combined).

Application deadline: 3/20/25

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.

Sr. Strategic Financial Analyst