Senior Financial Planning & Performance Analyst

  • Xero
  • San Francisco, US
  • Apr 10, 2024

Job Description

Xero is a beautiful, easy-to-use platform that helps small businesses and their accounting and bookkeeping advisors grow and thrive. 

At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. This purpose sits at the centre of everything we do. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.

How you’ll make an impact

This role is pivotal in providing support to Finance Business Partners to deliver leading financial, planning and analysis across the business. You will need to develop an understanding of the Xero business environment and insight into its requirements for forecasting, budgeting and performance evaluation. You will build strong relationships throughout the business and communicate analysis and projection of information to many different levels and people throughout the company.


What you’ll do

  • Provide support to Finance Business Partners, working across multiple portfolios to drive faster and better decision making and performance management across Xero
  • Analyse business results, interpret and provide analysis of management information through modelling, inquiry and challenge across area(s) of portfolio responsibility
  • Supply and implement consistent, best practice management reporting and modelling, providing insight and performance evaluation for key metrics
  • Contribute to the finance component of planning and forecasting for the business
  • Apply investment appraisal techniques and post implementation reviews to support the business in the development and evaluation of strategic initiatives and investment opportunities from a financial perspective
  • Build commercial skills across the business, understand strategic direction and help to highlight potential areas of value or risk
  • Actively contribute to and provide support for projects / initiatives undertaken by the business and by the FP&A team


What you’ll bring with you - Critical competencies

  • Business planning, forecasting and modelling
  • Performance reporting and management
  • Strong analytical capability
  • Problem solving skills, innovative thinker
  • Excellent planning skills with the ability to prioritise and multitask
  • Strong effective interpersonal and relationship building skills
  • Ability to work in a dynamic and fast paced environment
  • High energy level, self-starter, proactive and results oriented


What you’ll bring with you - Experience

  • 3-5 years relevant experience
  • Ideally CA / CPA / CFA qualified (partial or fully)
  • Experience in high growth technology or SaaS businesses would be a bonus
Xero prides itself on living its values, one being #human. In your cover letter outlining why this role is a great fit for you please also address how you would bring #human to the role.

Why Xero? 
Diversity of people brings diversity of thought, and we like that. Our human-first culture of respect, fairness, and inclusion is what helps Xeros thrive and work and beyond. Offering very generous paid leave to use however you’d like (plus statutory holidays!), dedicated paid leave to care for your physical and mental wellbeing as well as an Employee Assistance Program to access mental health care for you and your family, employee resource groups, wellbeing programming and allowances, medical, dental, vision, and disability insurance, fertility and family forming financial support, 401k contribution matching, 26 weeks of paid parental leave for primary caregivers, an Employee Share Plan, beautiful offices with snacks and break areas, flexible working, career development and many other benefits that reflect our human value, you’ll do the best work of your life at Xero.

Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single competency or experience. If you are excited about this role, but your past experience doesn't align perfectly, we encourage you to apply anyway. You could be just the right person for this role and Xero. If you have any support or access requirements, we encourage you to advise us at time of application and throughout the interview process.