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Financial Analyst - San Francisco, CA

Finance | San Francisco, CA | Full Time

Job Description

Work from anywhere. Not just an idea or a tagline, but a revolution. Led by CEO Craig Walker, co-founder of Google Voice, our team is focused ditching the status quo and building a communication platform that moves with you, no matter where in the world productivity strikes.

With $70 million in funding from Google Ventures, Andreessen Horowitz, and other top VC’s along with engineers from companies like Microsoft and Google, every member of our team plays an essential role in creating a voice product that doesn’t just combine design and mobility but that paves the way for the next generation of anywhere workers.

The Financial Analyst will join the Finance team as a trusted business partner to the global marketing organization.  This role will report to the VP of Finance and be the primary resource responsible for analyzing company-wide marketing ROI and growth analysis.

We are seeking someone who possesses great attention to detail, has strong understanding of accounting, finance and marketing processes and a high aptitude for working with cross functional teams to drive accurate and efficient results.  The ideal candidate is a self-starter, strategic thinker, great communicator, and enjoys collaborating with people with a diverse set of talents in a dynamic fast-paced environment.


  • Building detailed financial models, dashboards, reports and metrics to help teams measure and monitor business performance and website performance

  • Complex analysis but distilling them into key insights for the business stakeholders to understand and act upon

  • Presenting data insights in a clear and concise manner through the use of visuals and slide decks

  • Work with teams to help with tagging campaigns and identifying patterns with web traffic and behaviours to improve our tracking and reporting

  • Assist with annual planning process, ongoing forecasting and budget versus actual analysis

  • Prepare monthly, quarterly and annual financial and key metrics reports by product, segment, channel and other breakdowns as needed

  • Support Accounting team in monthly close process with budget versus actual analysis


  • A minimum of 3+ years of progressive work experience in an analyst role

  • BA in Finance/Accounting or equivalent technical degree required

  • Ability to create reports, derive insights and communicate business impact

  • Experience with advanced user segmentation using conditions and/or sequences

  • Experience with Domo or equivalent BI tools like Tableau to create fast and informative insights

  • Proven experience supporting teams, helping them think through problems with data

  • Ability to understand the nuances of web data sources and internal data sources and how they can impact insights

  • Collaborating with stakeholders to help them uncover business insights

  • A proven self starter with top notch presentation and communication skills

  • Attention to detail and agility to work in a fast-paced environment

  • Able to juggle multiple projects and pivot based on changes in priorities

  • A great sense of humor and loves working with people as much as data

Bonus Points…

  • Previous SaaS or tech startup experience

  • Previous experience working in industries with a large volume of data (e.g. ecommerce, finance, etc.)

  • Statistics and experimental methodology (e.g. A/B testing)

  • Proficient with SQL

  • Event tracking and measurement (e.g.Mixpanel)

About Us:

Poolside. Backyard BBQ. Third booth from the left. Here’s where you’ll find the anywhere workers of Dialpad. Because for us, work is a thing you do not a place you go. And with a customer base of 45,000, we’re helping build voice products that empower the next generation of anywhere workers.

Joining our team means collaborating with people that aren’t just passionate about their work but about Argentine tango, musicals, sushi burritos, comic books, country music, table tennis - you name it. Because if you’re going to redefine the status quo, you need a group of people hungry to do more, to see more, and be more than where they started.

There’s no idea too crazy and no task too small — we work together to make things we’re proud of.

Compensation & Equity

Teamwork makes the dream work. We recognize that our dedicated team members are what make our success. That’s why we offer competitive salaries in addition to stock options.


An apple a day keeps the doctor away,and it doesn’t hurt that we offer 100% paid medical, dental, and vision plans for our employees.


We offer a monthly stipend to help cover your cell phone, home internet, and even gym membership costs.

Office Meals

Bon Appetit! Enjoy catered lunches, free snacks & drinks (both healthy and unhealthy - no judgment!)

Location, Location, Location

San Francisco <> Raleigh <> Vancouver <> Tokyo <> Austin <> San Jose. From coast to coast, our offices are nestled in active and growing downtown areas.