Role Description

Join the Strategic Finance team at Genesys as a Senior Financial Analyst supporting the Customer Success (CS) organization. In this role, you’ll bridge the gap between business operations and finance—translating data into insights and driving performance across key business metrics for executive leadership. Success in this role requires a mix of collaboration, autonomy, and strong analytical instincts.

• Support monthly reporting and presentations on customer renewals and retention by updating data sets and highlighting key insights for leadership
• Generate weekly CS sales opportunity pipeline statistics
• Support annual budget creation and conduct variance analysis throughout the year
• Maintain CS Finance portal content, ensuring dashboards and leadership presentations are well-organized and easily accessible
• Develop and optimize Tableau dashboards to improve reporting efficiency
• Identify new areas of focus and develop analyses to better understand customer behavior and drive the strategy of the CS organization

Qualifications

• BS/BA or equivalent in Finance, Economics, Accounting, Data Science, or related field preferred
• 3+ years of experience in finance, consulting, or accounting environment
• Familiarity with revenue and key SaaS KPIs (Renewals, Retention, Pipeline, ARR, etc.)
• Naturally empathetic, trustworthy, collaborative, and curious
• Thrives in fast-paced, complex environments; able to manage multiple priorities independently with strong attention to detail and a results-driven mindset
• Analytical and resourceful communicator who can translate complex financial data into clear, actionable business insights
• Comfortable working with large and occasionally unstructured or incomplete data sets
• Demonstrated experience developing financial models and analyzing data sets in Excel
• Proficiency with SQL, Tableau, Snowflake, or similar data query and visualization tools preferred
• Experience using AI-powered tools for analysis, reporting, or productivity preferred

Requirements

• This role has a market-competitive salary with an anticipated base compensation range of $75,600.00 – $140,400.00
• Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location
• This role might also be eligible for a commission or performance-based bonus opportunities

Benefits

• Medical, Dental, and Vision Insurance
• Telehealth coverage
• Flexible work schedules and work from home opportunities
• Development and career growth opportunities
• Open Time Off in addition to 10 paid holidays
• 401(k) matching program
• Adoption Assistance
• Fertility treatments