The Role
Medallia is seeking a Senior Financial Analyst to join our Functional FP&A; team, focusing on Research & Development operations. As the primary FP&A; partner to our Engineering and Product Management teams, you will drive strategic financial planning and analysis to fuel Medallia's technology investment base. Key responsibilities include budgeting and long-range forecasting, cloud hosting & infrastructure cost management, capital expenditure reporting, and software development capitalization.
You will partner directly with R&D; leadership across product management and engineering to turn technical roadmaps and resourcing decisions into clear financial plans. The role demands strong business partnership experience, expertise in variance analysis and monthly close processes, advanced Excel and modeling skills, a deep understanding of SaaS metrics and analytics, and comfort translating complex analysis into decisions for non-financial stakeholders.
The adecuado candidate is detail-oriented, proactive,
and skilled at surfacing the insight behind the numbers to support Medallia's growth as the leader in Experience Management.
Responsibilities
Strategic Business Partnership & Planning
Partner with R&D; leadership across Engineering & Product Management organizations to influence planning and achieve departmental and company-wide goals
Support annual budget planning for the R&D; organizations, aligning resource allocation modeling with company strategic priorities.
Develop and maintain long-range plans, scenario models, and driver-based forecasts for the technology cost base.
Collaborate with Engineering & Product Management Ops teams to align financial forecasts with operational plans.
Financial Planning & Analysis
Manage the monthly close and forecast processes for R&D; organizations, delivering detailed variance analysis and performance insights.
Lead monthly business reviews with executives, presenting actuals vs. forecasts with actionable insights and recommendati