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Senior Financial Analyst

Finance | San Francisco, CA | Full Time

Job Description

Dialpad's product suite covers the full range of modern business communications needs with Dialpad Talk, Support, Sell, and UberConference. All products are powered by VoiceAI, Dialpad's proprietary technology that helps companies unlock conversation insights, improve productivity and drive better performance across teams.

Who we are: 

At Dialpad, we're a team of doers. A team that thinks outside the box and when that doesn't work, we reinvent it. We don't settle for the status quo, and neither do the things we build. Led by the same minds behind Google Voice, we create products that get businesses talking—whether it's across the hall, street, or country.

With $120 million in funding from ICONIQ Capital, Google Ventures, Andreessen Horowitz, Scale Ventures and other top VC’s, Dialpad attracts top talent from iconic companies like Microsoft and Google as well as powerhouse startups like Hootsuite, Weebly and Anaplan. Every member of our team plays an essential role in creating dynamic products that don’t just combine design and mobility but works with you wherever productivity may strike.

About the Role:

Dialpad is looking for a Senior Financial Analyst who will help across all FP&A initiatives and play a critical role in building out the function. This role will report to the Finance Manager and will also act as a business partner to our sales organization, providing heavy analytical and financial support to our CRO. The ideal candidate should have a strong understanding of SaaS metrics, particularly bookings and ARR, and is able to work independently in a fast paced environment. This is a highly visible role in which you’ll have the opportunity to work on projects that are viewed by the Executive staff, investors, and the board. Previous experience at an investment bank and/or high growth SaaS startup is a major bonus.


  • Work with Finance Manager and VP of Finance across all company-wide FP&A initiatives

  • Become trusted business partner to Sales leaders and act as main point of contact to CRO for financial initiatives

  • Own all top line reporting and analytics including bookings and ARR

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

  • Build detailed financial models and dashboards that track and analyze key business drivers and trends

  • Perform various ad hoc financial analyses and produce clear and actionable reports

  • Build and report on short and long term revenue and gross margin analyses by product, segment, channel and other breakdowns as needed

  • Prepare monthly, quarterly and annual financial and key metrics reports in a manner that is easily digestible by investors, Executive staff, and managers

  • Ensure that all financial modeling is in accurate standing

  • Collaborate with various areas of the business to ensure that the Finance team is in sync with all company initiatives and metrics

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


  • 3+ years of experience in a related role

  • Experience supporting a scaling sales organization at a fast paced startup

  • Experience with P&L, Balance Sheet and Cash Flow analysis and a strong understanding of GAAP accounting and finance concepts

  • Advanced proficiency in Google Apps, Excel, PowerPoint and modeling

  • Strong analytical skills with the ability to quickly grasp and apply analytical concepts, particularly those commonly used in SaaS/Enterprise Software companies

  • Exceptional attention to detail

  • Experience with Salesforce, Intacct, Domo and financial budgeting tools

  • Ability to perform in a high demand, dynamic environment and manage to established deadlines

  • Strong decision-making skills with the ability to consider consequences cross functionally

  • Effective communicator across all levels of the organization

  • BA in Finance or Accounting required

  • Nice to have - experience at an investment bank and/or high growth SaaS company

About Us: 

Joining our team means collaborating with people that aren’t just passionate about their work but about Argentine tango, musicals, sushi burritos, comic books - 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 is 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 you and your dependents.


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


We believe in your future as much as you do! That's why we offer a yearly stipend for continued learning and education expenses.

Office Meals

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

Location, Location, Location

San Francisco <> San Ramon <> Austin <> Raleigh <> Vancouver <> Kitchener <> Tokyo <> New York <> Bangalore. From coast to coast, our offices are nestled in active and growing downtown areas

Dialpad is an equal opportunity employer; we believe in creating a community of inclusion and an environment free from discrimination or harassment.