Senior Director of Sales Finance, Workday

$200.6-359.2k

Senior and Expert level
San Francisco Bay Area

More information about location

Office located in Pleasanton, CA

Workday

Enterprise management cloud platform

Job no longer available

Workday

Enterprise management cloud platform

1001+ employees

B2BHRInternal toolsAnalyticsFinancial ServicesCloud Computing

Job no longer available

$200.6-359.2k

Senior and Expert level
San Francisco Bay Area

More information about location

Office located in Pleasanton, CA

1001+ employees

B2BHRInternal toolsAnalyticsFinancial ServicesCloud Computing

Company mission

To provide an all-in-one management cloud solution for the rapidly changing business requirements of the modern world.

Role

Who you are

  • Bachelor's degree or MBA required
  • Experience with SaaS business models
  • Minimum of 12 years related experience, including 7+ years leading and developing successful teams and business partnering

Desirable

  • Financial leadership experience in a fast-growing technology company, preferably in the enterprise software or SAAS markets
  • Strong record of career advancement with a well-rounded background in functions including financial planning, business partnering, and Sales financial support
  • Ability to work across a geographically dispersed, global organization
  • Experience running a P&L and delivering results
  • Ability to understand the business beyond finance, and strong ability to think strategically
  • Strong financial modeling and analysis skills (comprehensive and detailed), with ability to build reports and access large volumes of data across multiple systems
  • Proactive and constructive style of engagement/influence with business leaders to earn credibility as a finance partner who contributes and helps drive business results
  • Ability to effectively lead multiple projects and challenging priorities
  • Ability to package financial data and information in an executive manner focused on driving business decisions
  • “Roll-up-the-sleeves” attitude and a “hands-on” approach
  • Optimally translate strategies into financial plans
  • A self-directed leader able to adapt quickly to changes in priorities and business conditions
  • Consistent record of effectively developing, and leading high-performance teams

What the job involves

  • The Senior Director, North America Sales Finance role is a key position within Workday Finance as we strive to become an extraordinary finance organization
  • You will report to the VP, Sales Finance and be the finance business partner to the North America Sales and Presales leaders
  • You will partner to establish business performance standards and metrics, and build/drive internal financial processes to be simple, predictive and actionable
  • You will ensure appropriate due diligence is applied to business decisions, maintaining the integrity of reported information, synthesizing that information into a strategic asset, and forecasting with a high level of predictability
  • We’re looking for someone with GTM finance experience, who is a self-starter, an outstanding communicator, a team-oriented mentor, and can roll up their sleeves in a fast-paced environment
  • This is a highly visible role within the Finance organization and our business partners are looking for someone who thrives in a collaborative, dynamic, and fast-paced environment
  • Partner with NA Sales and Presales leadership to deliver long-term growth aligned with our key investment priorities
  • Develop and implement analytics, reporting and forecasting of our bookings (ACV) and Sales investment (headcount and expenses)
  • Build and maintain key forecasts focused on Sales and Presales capacity and productivity, commissions, bookings and other key business metrics
  • Develop and implement short-term and annual financial and operational plans (budgets and forecasts) for headcount and other investments in NA Sales and Presales; work with the Sales leadership to drive the development of strategic long-term financial plans
  • Collaborate with the business partners to ensure that business and financial plans are based on well-defined and measurable initiatives and programs aligned to support such plans
  • Set business framework for running business investments, resource allocations, business planning, operations and performance measurements. Proactively supervise and put in place performance reporting processes to ensure both short-term and long-term objectives are met
  • Conduct regular reviews with the business leaders to provide insightful and actionable analytics to get results; build and maintain strong business controls
  • Work with the NA Sales team and partners in Accounting and Revenue Operations on deal commercial terms considering both financial and growth implications
  • Build out and run Sales Finance analytics function, in close collaboration with Enterprise Data Analytics and other analytics teams across Workday, to deliver ACV forecasting and modeling
  • Establish close partnership with Commissions teams to influence commissions plan design, as well as to deliver accurate reporting and forecasting of commissions expense
  • Engage with the Sales and Presales leaders on critical initiatives, business cases and analytics
  • Mentor and develop the team with the focus on key skills and capabilities, such as advanced analytics, modeling, reporting, communication and influencing

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

Workday is a cloud-based software vendor that provides management of workforces and finances. The company uses a single database for workforce management and financial management to offer integration and optimize business intelligence across companies. It has added to the packages and tools it offers over the years, providing analytic options that allow companies to combine third-party data with information collected by Workday.

Workday has acquired and paired up with many other companies to keep expanding its offering. In 2021, it purchased the employee feedback platform Peakon in response to the growing need for managers to be able to survey workers and collect satisfaction data without face-to-face meetings. The company has also bought and developed many financial tools and HR management tools.

The company’s goal is to provide end-to-end back office services and while there are other providers, such as UKG Pro and Ceridian HCM, Workday’s broad offering helps them to stand out. Though it faced a tough global market in 2023 and has shed some of its headcount, Workday has seen a 6.5% gain in value in the first quarter of 2024. It is now focusing on growth and developing the AI capabilities of its platform. .

Insights

Top investors

Many candidates hear
back within 2 weeks

16% employee growth in 12 months

Company

Funding (last 2 of 5 rounds)

Oct 2011

$85m

SERIES F

Apr 2009

$75m

SERIES E

Total funding: $215.3m

Company benefits

  • Company equity
  • Vision and dental insurance
  • Work from home opportunities
  • Health insurance
  • Virtual primary care
  • Flexible time-off policy
  • Global mental health resources
  • Global dedicated on-site clinical counselors
  • Global well-being days
  • $25k fertility/family planning benefits
  • North Star financial wellness
  • Retirement funds and matching
  • 401k plan
  • On-site health clinic (Pleasanton office)

Company values

  • Employees - Most fundamentally, people are the core of our business. Without them, we would not have a business. We hire the best and expect great accomplishments
  • Customer service - Every investment and decision we make has our customers in mind, and we pull out all stops to make the satisfaction of our customers paramount
  • Innovation - We aim for innovation not only in our development organization but also in the way we approach all aspects of our business
  • Integrity - We say what we mean, and mean what we say. We stick to our commitments, treat everyone equitably, and communicate openly and honestly
  • Fun - We also feel it’s important to have a sense of humor. We like to laugh—it makes our work that much more enjoyable. We also invest in community and company events that help our employees and their families feel a connection to Workday beyond business as usual
  • Profitability - Long-term economic success is what helps us provide employees and customers with the best productivity tools, solutions, and services. While important, profitability is not why we exist. Simply put, at Workday we exist to make and provide great products and services

Company HQ

Pleasanton, CA

Founders

Worked for Morgan Stanley for 3 years and took a Stanford MBA, before spending almost 6 years at Oracle as SVP. Co-founded Workday in 2005 while working as a Greylock Advisory Partner.

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