Financial Analyst - Forecasting & Strategic Business Partner
8x8
8x8, Inc. (NASDAQ: EGHT) believes that CX limits were meant to be shattered. We connect people and organizations through seamless communication on the industry's most integrated platform for Customer Experience—combining Contact Center, Unified Communications, and CPaaS APIs. The 8x8® Platform for CX integrates AI at every level to enable personalized customer journeys, drive operational excellence and insights, and facilitate team collaboration.
We help customer experience and IT leaders become the heartbeat of their organizations, empowering them to unlock the potential of every interaction. With one platform, one ecosystem, and one data model, you can turn every team into a customer-facing team and unify your CX to conquer the complexity.
As an organization, we are looking for Team8s who are AI-proficient, open to innovation, and skilled in leveraging AI for efficiency and growth.
Learn more on our company website at www.8x8.com follow our pages on LinkedIn, Twitter, Facebook and Instagram.
We are hiring a driven and resourceful Financial Analyst to join our Strategic Finance team with a focus on enabling planning, performance management, and strategic decision-making. This role is ideal for someone who can build and manage forecast models, dig into business data to find insights, and turn analysis into action. You will work primarily in Pigment, our enterprise planning platform, and collaborate with stakeholders across the business to shape our operational and financial plans.
We're looking for someone with business financial acumen, modeling skills, and the curiosity to pursue and validate the data they need.
Key Responsibilities
1. Forecasting & Financial Modeling
- Develop and maintain driver-based financial and operational forecast models in Pigment tailored to the needs of Product, Support, Success, and Services teams.
- Support annual and quarterly planning processes by building forward-looking projections based on business inputs, strategic initiatives, and historical performance.
- Drive scenario modeling and sensitivity analyses to evaluate potential outcomes and trade-offs.
2. Data Analysis & Business Insight
- Collect, interpret, and synthesize financial and operational data from multiple systems and stakeholders.
- Translate performance trends into actionable insights, highlighting key risks, opportunities, and areas for optimization.
- Investigate variances to forecast and plan, and clearly explain the “why” behind the numbers.
3. Strategic Support & Stakeholder Engagement
- Act as a strategic partner to Product, Support, Success, and Professional Services leaders by providing analytical support that informs staffing, prioritization, and investment decisions.
- Proactively seek out inputs and validate assumptions through strong cross-functional collaboration.
- Ensure that data used in Pigment models is timely, accurate, and aligned with business expectations.
4. Resourcefulness & Systems Thinking
- Leverage internal data sources (BI tools, product metrics, workforce systems, and customer databases) to build complete, reliable analyses.
- Collaborate with Finance Systems, Analytics, and Ops teams to streamline data workflows and improve model inputs.
- Champion best practices in model logic, documentation, and version control within Pigment.
Qualifications
Required:
- 3–5 years of experience in investment banking, consulting, FP&A, business analysis, corporate finance, or strategic operations.
- Proven experience building and owning forecast models (ideally in Pigment, Anaplan, Adaptive, or similar platforms).
- Strong business judgment and familiarity with metrics such as customer retention, cost to serve, product adoption, margin, and headcount productivity.
- Excellent analytical skills, including data investigation, validation, and storytelling.
- Ability to take initiative, work independently, and proactively seek clarity in complex environments.
Preferred:
- Experience supporting post-sales teams (e.g., Success, Support, Services, or Product functions).
- Familiarity with SaaS business models and metrics (ARR, net revenue retention, etc.).
- Proficiency with BI or reporting tools (Looker, Tableau, etc.).
- Prior experience in a fast-paced environment.
You’ll Be Successful If You:
- Love turning messy data into meaningful models and insights.
- Enjoy being the connective tissue between Finance and the business.
- Are resourceful in tracking down information and validating assumptions.
- Communicate confidently with both technical and non-technical stakeholders.
- Think strategically but don’t mind getting into the weeds.
For a closer look into what life at 8x8 International and the Cluj office look like check out our Instagram page.
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