Job Summary:

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 6/1/2026.

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



Work Environment and Physical Requirements:

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)