We are seeking a talented and driven Senior Analyst to join Zendesk, a dynamic market leader in customer experience software, in a new role on the Finance & Strategy team focusing on critical cross-functional initiatives. The primary responsibilities of this project-based role is to partner with leaders across the Zendesk business to perform financial analysis of initiatives, including acquisitions (at all stages of deal from evaluation, due diligence through integration), strategic partnerships, new market entry, monetization approaches, opportunity sizings, and more. The ideal candidate should have about 5 years of experience, with at least two years in investment banking, and exhibit both a strong background in financial modeling and analysis as well general business acumen, preferably SaaS business.
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What you will be working on:
Conduct financial modeling and analysis: Utilize your expertise in financial modeling and analysis to help evaluate critical cross-functional initiatives, especially acquisitions. As part of execution, build and implement processes for ongoing performance evaluation as well as integrating into broader company financial roll-up.
Perform due diligence: Collaborate with cross-functional teams to conduct comprehensive due diligence, including market sizing and analysis, review of financials and contracts, customer and transaction roll-up, initial investment sizing, and more. Identify risks and form mitigation plans.
Drive recommendations: Provide data-driven insights and analysis to support go/no-go evaluations, advise on transaction / partnership structure, and ensure business cases meet Zendesk Finance standards.
Contribute to execution: Develop approach to measure how we execute to critical initiative business plan, and build reporting cadence for performance reviews in conjunction with cross-functional stakeholders. Identify and execute on supplemental projects (e.g. synergy capture) that follow an initial workstream. Partner with the cross-functional Finance organization to identify challenges and build systems, processes, and tools to support ongoing M&A efforts.
Act as Finance business partner throughout the integration process. Partner with business owners to build and forecast full P&L. Own finance business partnering operations including driving cost management, vendor integration, and workforce planning.
Prepare reports and presentations: Create detailed reports and presentations that crisply summarize findings and recommended actions. Present findings to senior management as member of cross-functional team, providing clear and concise recommendations based on your analysis.
Who are we looking for:
- Bachelor's degree in finance, accounting, economics, or a related field. An MBA or CFA designation is a plus but not required.
- 2-5 years of relevant experience in investment banking or another transaction-focused role.
- Strong financial modeling skills with proficiency in Microsoft Excel, Google Sheets. Familiarity with SaaS / software financial reporting standards and metrics as well as valuation approaches.
- Solid understanding of financial statements and ability to analyze and interpret financial data.
- Excellent analytical and problem-solving abilities, with keen attention to detail.
- Strong communication and presentation skills, with the ability to convey complex financial concepts in a clear and concise manner.
- Ability to work independently and collaboratively in a fast-paced environment, managing multiple projects and priorities.
- Knowledge of the software industry and familiarity with technology-based acquisitions is preferred.
Where We Work
Zendesk is not your average tech company. We have all the stuff youd expect - competitive pay, benefits, appealing offices, snacks, and more. We also have a culture deeply dedicated to enabling conversations and providing appreciative support. We help our staff keep work-life balance, from flexible hours to remote work, to the most dynamic parental leave plans on the market. Our Social Impact team is actively engaged in our community and enables us to invest thousands of hours with local community groups each year. We invest in diversity and inclusion so that our team reflects the diversity of the world around us. We have a whole crew dedicated to ensuring our workplace experience is top notch and welcoming for all.
Please note that anyone hired into this position must be physically located in and plan to work from Mexico City (CDMX) or Mexico State (Estado de Mexico).
Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love.
Zendesk believes in offering our people a fulfilling and inclusive experience. Our hybrid way of working, enables us to purposefully come together in person, at one of our many Zendesk offices around the world, to connect, collaborate and learn whilst also giving our people the flexibility to work remotely for part of the week.
The intelligent heart of customer experience
Zendesk software was built to bring a sense of calm to the chaotic world of customer service. Today we power billions of conversations with brands you know and love. We advocate for digital first customer experiences-and we stick with it in our workplace. Over 5,000 employees worldwide are collaborating from kitchen tables, home offices, coworking spaces, and Zendesk workspaces to make one team.
Zendesk is an equal opportunity employer, and were proud of our ongoing efforts to foster global diversity, equity, & inclusion in the workplace. Individuals seeking employment and employees at Zendesk are considered without regard to race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, disability, military or veteran status, or any other characteristic protected by applicable law. We are an AA/EEO/Veterans/Disabled employer. If you are based in the United States and would like more information about your EEO rights under the law, please click here.
Zendesk endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to submit this application, complete any pre-employment testing, or otherwise participate in the employee selection process, please send an e-mail to peopleandplaces@zendesk.com with your specific accommodation request.