This role will be responsible for partnering cross-functionally within a fast-moving technology company and its senior management to build annual budgets, manage forecasts, and provide decision support through financial analyses to ensure optimal returns on strategic investments. This is a key position providing guidance on financial and operational matters across the entire organization.

Duties and Responsibilities:

• Support the annual budget, quarterly forecast and long-term strategic planning processes
• Design and refine detailed financial models that forecast and analyze functional costs in order to fully understand sources of variance and, ultimately, improve forecast accuracy
• Conduct in-quarter puts & takes review sessions – ensure that the organization can flex and react to short-term budget surpluses/deficits, including developing and maintaining KPIs for all aspects of the organization
• Prepare monthly and quarterly management reporting - analyze financial results, distill/synthesize key trends, assess current and future business risk, and communicate key messages to senior management
• Build and maintain relationships with cross-functional teams to synthesize and integrate updates relating to variances in actual procurement activity relative to budget forecasts
• Support executive management by providing timely ad hoc reporting on critical issues
• Become embedded with business partners across the company, establishing trust, building relationships and gaining a deep understanding of relevant drivers

Qualifications:

• 5+ years of relevant finance experience preferred, SaaS experience strongly preferred
• Adaptive insights model building experience
• Strong financial and operational planning skills
• Ability to influence at all levels of an organization with an emphasis on partnering with the various business leaders
• Excellent communication skills (written and verbal) with experience developing and delivering presentations
• Expertise in building Excel-based financial models, with an emphasis on aggregating and analyzing data to provide actionable insights
• Ability to multitask effectively, working in team environments or independently
• Four year university degree in finance, economics or accounting required, MBA a plus
• Experience with financial systems- NetSuite, Zuora, Salesforce, etc. is a plus

Pay Range (Base Pay): $130,000-150,000

Other Types of Pay: Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.

Health Insurance: Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).

Retirement Benefits: 401(k) plan

Paid Time Off: Talkdesk offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.

Paid Holidays: Talkdesk offers 14 paid holidays each year.

Paid Sick Leave: Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

Method of Application: Apply online.

Application Window: The application window is expected to close at least 5 days from the posting date. The application was posted on 04/29/2026

Benefits and perks listed above may vary based on the nature of your employment with Talkdesk.

All questions or concerns about this posting should be directed to the Talent team at [email protected].