What You Will Be Doing
- Prepare weekly reports focusing on bookings, pipelines, and other financial metrics.
- Assist in annual budgeting and monthly forecast processes for revenue and expenses using Workday Adaptive Planning.
- Serve as finance business partner supporting department leaders in budgeting, forecasting, revenue/cost/expense initiatives, and related analyses.
- Assist with monthly financial reporting and quarterly board presentations
- Perform ongoing and ad hoc reporting, analyses, and modeling to provide timely decision support for achieving company goals
Your Qualifications
- 2-3 years of relevant FP&A experience required,
- Intermediate skills in Microsoft Excel-based data collection, cleansing, and modeling required,
- Ability to learn quickly, break down complex concepts, and solve problems with a growth-oriented mindset,
- Track record of integrity, self-motivation, and cross-functional collaboration required,
- Good communication and presentation skills are required,
- Working experience in Workday Adaptive Planning, Salesforce, NetSuite, and Power BI are preferred
- MBA preferred; other advanced degrees, including CPA, CFA, and MS, are a plus.
- Competitive base salary + bonus
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
What the Team is Saying
What We Do
Cleo is an ecosystem integration software company focused on business outcomes, ensuring each customer’s potential is realized by delivering solutions that make it easy to discover and create value through the movement and integration of B2B enterprise data. Cleo gives customers strategic, “outside-in” visibility into the critical end-to-end business flows happening across their ecosystems of partners and customers, marketplaces, and internal cloud and on-premise applications. Our solutions empower teams to drive business agility, accelerate onboarding, facilitate modernization of key business processes, and capture new revenue streams by reimagining and remastering their digital ecosystem through robust application, B2B, and data integration technologies.
Cleo Integration Cloud (CIC) is a cloud-based integration platform, purpose-built to design, build, operate and optimize critical ecosystem integration processes. The CIC platform brings end-to-end integration visibility across API, EDI and non-EDI integrations that gives technical and business users the confidence to rapidly onboard trading partners, enable integration between applications, and accelerate revenue-generating business processes. On the platform, businesses have the choice of self-service, managed services, or a blended approach – ensuring complete flexibility and control over their B2B integration strategy.
Cleo isn't just about EDI, iPaaS, API integration, or managed integration services. Rather we are about blending the best elements of these traditional integration technologies into a single platform, so organizations can connect and transact business across their entire ecosystem with complete confidence.
Why Work With Us
Cleo’s people share a genuine respect for each other and for the future we’re helping our customers to create. Beyond guiding how we act, and more important than driving us to deliver solutions that help our company and our customers succeed, our core focus on Appreciation creates something even more essential, for everyone: enduring value.
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Cleo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
