Senior Financial Analyst - FP&A

Do the best work of your career as a champion for small and mid-size businesses.

BILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms.

BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. We have operations in San Jose, CA, Draper, UT, and are continuing to expand into other geographic locations. If you're looking for a place that helps you do the best work of your career, look no further than BILL.

Make your impact within a rapidly growing Fintech Company

This role will report to the Senior Manager, Corporate Finance and will be a key member to our Corporate Finance Team. As part of the Corporate Financial Planning & Analysis team, you will be empowered with visibility to the entire organization, which provides a unique opportunity to develop insights that will meaningfully impact our business.

Responsibilities:

• Drive the month-end & quarter-end close, monthly forecast and annual budget processes
• Partner with Accounting, HR, and Finance stakeholders to ensure accuracy of various data sets for metrics and financial statements
• Play a key role in monthly, quarterly forecasting and management reporting, ensuring a high degree of quality, timeliness, and accuracy, as well as highlighting key business insights
• Prepare monthly and quarterly reporting packages for senior management, Execs and Board of Directors (e.g., actuals and forecast explanations)
• Provide insights into budget variances, financial performance including Key Performance Indicators, and cost optimization opportunities
• Build strong partnerships across the business to develop annual, quarterly, and monthly budgets and forecasts
• Track, reconcile, and report on monthly workforce planning and headcount
• Administer access controls for our cloud-based forecasting tool, Adaptive Insights, for new and existing users
• Maintain and enhance our forecasting models in Adaptive Insights including, but not limited to, workforce forecasting and operating expenses
• Maintain data integration between Adaptive, NetSuite and Workday
• Maintain FP&A month-close and quarter-close calendar, chart of accounts, and process documentation
• Conduct ad hoc analysis, scenario modeling, and presentation materials at the request of management business partners to aid in decision-making

We'd love to chat if you have:

• Bachelor's Degree in Accounting or Finance, or quantitative field
• 5+ years of experience in FP&A in a public company and/or large private company, preferably with prior/additional experience in a relevant field such as accounting, investment banking, equity research, economics or data analytics
• Able and willing to come into San Jose HQ as needed (1-2x per week)
• Excellent financial modeling and analysis skills
• Advanced Excel/Google Sheets and PowerPoint/Google Slides skills are required
• Possess strong analytical, troubleshooting, problem-solving, and project management skills
• Exceptional verbal and written communication skills, with proven success partnering and collaborating across a wide spectrum of functions
• Experience with a cloud financial planning tool, Adaptive Insights experience is a big plus
• Experience with NetSuite and NetSuite reporting
• Prior experience in a high-growth global high tech/software/SaaS organization is a plus
• Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision and accuracy
• Ability to work independently and think objectively

The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits.

San Jose pay range

$99,800-$124,800 USD

Let's talk about benefits

• 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
• HSA & FSA accounts
• Life Insurance, Long & Short-term disability coverage
• Employee Assistance Program (EAP)
• 11+ Observed holidays and wellness days and flexible time off
• Employee Stock Purchase Program with employee discounts
• Wellness & Fitness initiatives
• Employee recognition and referral programs
• And much more

For positions that are in office we support a hybrid work environment with on-site and remote work days. Check out our LinkedIn Life Page for each location and discover BILL.

We live our culture and values every day

At BILL, we're different by design-it's our culture. Our CEO is a trusted entrepreneur who lives our cultural values: Humble, Authentic, Passionate, Accountable, and Fun. People here love being their authentic selves, contributing unique experiences, sharing ideas, perspectives, and intellectual curiosity. We celebrate our diversity as the heart and soul of how we work, grow, and succeed together. Inspiring people with meaningful career experiences they love really does make the dream work and our successes just keep getting better. There's no limit to what we can build and where we can go from here. We'd love you to join us.

BILL is proudly an Equal Opportunity Employer where everyone is welcome. Our innovation and technology are inspired by an inclusive culture unlike any other. Everyone brings a different personal story and perspective and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. We want everyone to bring their authentic selves here, to share our values, shape our vision, drive innovation, and become part of a culture we celebrate every day.

Our promise to our candidates is to be transparent, diligent, and engaging while guiding individuals through each step of our hiring process. At BILL we strive to achieve an inclusive and positive candidate experience that aligns with our core values and focuses on diversity.

If you require a reasonable accommodation for your application, interviews, or another aspect of the hiring process, please contact

BILL Culture:

• Humble - We check our egos at the door. We are curious. We listen, accept feedback.
• Authentic - We earn and show trust by being real-embracing our authentic selves.
• Passionate - We care deeply about each other and our customers.
• Accountable - We are duty-bound to each other, our customers, and society.
• Fun - We wrap it all together by building connections and enjoying time spent together.

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