Financial Analysis & Strategy Analyst

Zendesk

. Partner with CX and cross-functional teams to advise on strategy, monitor costs, and communicate critical financial developments .

Posted 10/16/2026full-timeMadison • Wisconsin • United StatesJunior💰 $75,000 - $113,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial modeling skills and advanced proficiency in MS Excel and Google Workspace, with a focus on delivering impactful presentations and insights. Capable of managing financial processes and collaborating effectively across teams to drive strategic improvements.

Highest-signal resume keywords

Financial ModelingMS Excel ProficiencyGoogle Workspace ProficiencyFinancial Planning Software ExperienceCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingFinancial AnalysisForecastingCost ManagementData Analysis

Soft Skills

Time ManagementEffective CommunicationProblem-SolvingAttention to DetailEmotional Intelligence

Tools & Technologies

MS ExcelGoogle WorkspaceAdaptiveSQL

Industry Keywords

FinanceCustomer SuccessFinancial ReportingHeadcount ForecastingMatrixed Organizations

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Partner with CX and cross-functional teams to advise on strategy, monitor costs, and communicate critical financial developments
Use financial modeling and innovative analytics to enhance understanding of Zendesk’s Customer Success organization and identify opportunities to increase value
Manage headcount forecasting processes for CX cost centers, ensuring accuracy, reconciliation, and timely updates with business partners
Prepare clear financial summaries and deliver insights through impactful presentations
Perform month-end financial close and forecasting
Prepare management reports related to financial results
Serve as a Finance & Strategy point of contact and approver for purchase and hiring requisition processes
Drive process improvements
Support ad hoc financial analyses aligned with evolving business priorities

Requirements

What you’ll need

Strong financial modeling skills
Advanced proficiency in MS Excel and Google Workspace (Sheets, Slides)
Excellent time management and prioritization skills
Ability to work independently and collaboratively
Proactive ownership of tasks and end-to-end follow-through
Critical thinking and problem-solving abilities
Close attention to detail
Effective communication and presentation skills, including presenting complex information to executives
High emotional intelligence
Success partnering across matrixed organizations
Bachelor’s degree in Economics, Business, Finance, Accounting, or a related field
Minimum of 1 year of relevant professional experience in finance or related disciplines
Experience with financial planning software; Adaptive preferred
Familiarity with SQL or other data analysis tools

Benefits

Comp & perks

Bonus eligibility
Benefits and related incentives
Hybrid work arrangement with remote work for part of the week
Onsite connection, collaboration, learning, and celebration
Reasonable accommodations for applicants with disabilities and disabled veterans