Zixi

Financial Planning and Analysis

• Lead the development and management of sophisticated financial models for company-wide forecasting, budgeting, and strategic planning
• Provide strategic insights and recommendations through analysis of financial performance against key metrics and organizational goals
• Oversee executive-level monthly, quarterly, and annual financial reporting for senior leadership, the board of directors, and other stakeholders
• Drive the annual budgeting process with the CFO and leadership team
• Monitor and report business and financial performance, identifying opportunities to improve results and operational efficiency
• Own preparation and presentation of critical KPIs, including ARR, retention rates, pipeline performance, and sales efficiency, with variance and trend analyses
• Partner with go-to-market leadership to evaluate lead generation, bookings, pipeline data, and revenue forecasts
• Conduct financial due diligence and evaluate the financial impact of strategic initiatives, business opportunities, and investments
• Manage ad hoc financial projects and analyses to support evolving business needs

Explore Financial Planning & Analysis Manager at Zixi. Review requirements and application details.