Financial Analyst, FP&A - Marketing

Palo Alto, USFinanceFull-time


BirdEye is looking for a driven financial analyst to play a key role in reporting and planning activities in addition to providing key analytics in support of the marketing function. The analyst will be responsible for collecting, validating, analyzing and communicating financial and operational data to drive key business decisions. This role reports to the Director, FP&A and is based in our headquarters in Palo Alto.

Key Responsibilities:

  • Prepare and maintain Marketing financials on a daily, weekly and monthly basis (Daily Trackers, Scorecards, KPIs, etc.)
  • Provide analytics to support Marketing - responding to questions on financials and key business metrics, reporting, preparing ad-hoc analyses, pulling supporting data, etc.
  • Develop and build financial models to analyze key business decisions
  • Leverage various types of data (financial, operational, customer, etc.) and follow analytical best practices to deliver accurate, timely, and unbiased view of performance
  • Partner closely with Engineering to identify key areas of improvement for maximum efficiency
  • Other FP&A and finance projects as needed


Skills, Experience and Attributes for Success:

  • Bachelor’s degree in Accounting, Finance, Economics, Business or related field
  • 2+ years of relevant work experience, preferably in SaaS/Technology field
  • Strong Excel skills (sumif, sumifs, vlookup, pivot tables, countifs, etc.)
  • Proficiency in Salesforce
  • Excellent communication skills
  • Strong attention to detail
  • Proven success in model-building and cross-functional collaboration to implement new processes
  • Flexibility and adaptability to shifting priorities - we are a startup and growing fast
  • Positive attitude


  • A competitive salary
  • A rich benefits package including medical, dental, and vision
  • 401(k) plan
  • Stocked kitchen complete with coffee, snacks, and Friday lunch catered
  • Flexible work hours
  • All of the opportunities inherent in a fast-growing organization!