About The Role

About Outreach

Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. Outreach infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. World leading enterprise organizations use Outreach to power their revenue teams, including Databricks, SAP, Siemens, and Verizon to name a few.

Your Daily Adventures Will Include

Corporate forecasting & consolidations: Coordinate and consolidate company-wide forecasts, budgets, and long-range plans to provide leadership with a comprehensive view of business performance

Cash flow planning: Own key cash forecasting processes, including Direct and Indirect Cash Flow, Collections, Operating Cash Flow, and Free Cash Flow forecasting

Accounting partnership: Partner closely with Accounting during monthly and quarterly close cycles to understand results, review accruals, ensure forecast alignment, and improve financial accuracy

Forecast accuracy: Identify forecast risks and opportunities, analyze variances, and recommend improvements to forecasting methodologies and planning processes

Reporting & analytics: Prepare monthly financial reporting packages, budget-to-actual analyses, and management reporting that highlight key business drivers and actionable insights

Executive & Board support: Contribute to Board of Directors materials, executive presentations, and strategic analyses that support decision-making across the company

Model ownership: Own and enhance critical Corporate FP&A models, including stock-based compensation, share count, capital expenditures, cash flow forecasting, collections, and long-range planning models

Process improvement: Help scale Finance by improving planning, forecasting, consolidation, and reporting processes while increasing automation and model efficiency

Cross-functional partnership: Work closely with Accounting, People, IT, Legal, and other business leaders to support planning, resource allocation, and strategic initiatives

Our Vision of You

3 to 5 years of financial analysis experience

Proven experience building financial models and performing business analysis, with strong analytical and problem-solving skills

Curious about how AI can make you sharper and faster, quick to pick up new tools and apply them to analysis, reporting, and the repetitive work that gets in the way of good thinking

Advanced Excel skills, including complex formulas, pivot tables, and model building, with working proficiency in PowerPoint and Word

Excellent communication skills, written and verbal, including the ability to explain financial results clearly to partners outside of Finance

Ability to bring structure to ambiguity

A high level of discretion, given regular exposure to confidential compensation and headcount data

BA/BS degree in finance or accounting, or in a highly analytical field such as engineering, mathematics, or computer science, or equivalent practical experience

Experience with Anaplan or another financial planning tool is a plus

Experience in SaaS or at a publicly traded company is a plus