Financial Planning and Analysis Financial Analyst

Title: Financial Planning and Analysis Financial Analyst

Location: CA-Sunnyvale

locations

Sunnyvale, CA

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

R12309

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Corporate Overview

Proofpoint is a leading cybersecurity company protecting organizations’ greatest assets and biggest risks: vulnerabilities in people. With an integrated suite of cloud-based solutions, Proofpoint helps companies around the world stop targeted threats, safeguard their data, and make their users more resilient against cyber-attacks. Leading organizations of all sizes, including more than half of the Fortune 1000, rely on Proofpoint for people-centric security and compliance solutions mitigating their most critical risks across email, the cloud, social media, and the web.

We are singularly devoted to helping our customers protect their greatest assets and biggest security risk: their people. That’s why we’re a leader in next-generation cybersecurity.

Protection Starts with People.  Proofpoint.

About the Role

We are looking for a detail-oriented FP&A Analyst (R&D) to join our Finance team and support financial planning and analysis activities for our Research & Development organization. This role is ideal for someone who enjoys working with financial data, maintaining and updating established models, and supporting cross-functional teams with timely and accurate reporting.

As an FP&A Analyst, you will play a key role in helping track budgets, update forecasts, and analyze R&D-related spend. You will support senior finance team members by ensuring accuracy in financial reports, maintaining headcount and expense tracking models, and helping prepare presentations for business leaders.

Key Responsibilities

Financial Model Maintenance & Forecasting

• Maintain and update existing financial models related to R&D headcount, operating expenses, and overall budgets.
• Examine actuals and input forecast data into planning models on a monthly and quarterly basis.
• Support the monthly forecast process by coordinating data inputs from stakeholders and updating planning templates.

Reporting & Analysis

• Prepare regular financial reports and variance analysis comparing actual results to budget and forecast.
• Reconcile financial data between models, ERP systems, and reports to ensure accuracy and consistency.
• Assist with tracking of key R&D metrics such as spend by function and cost per headcount.

Business Partner Support

• Collaborate with Engineering teams to gather inputs, answer basic finance-related questions, and support budget tracking.
• Assist in preparing materials for financial reviews, leadership presentations, and budget meetings.

Process Support & Improvements

• Help maintain documentation for financial processes and reporting procedures.
• Support efforts to streamline routine reporting tasks and improve data accuracy by leveraging existing tools (e.g., Adaptive Insights, Excel, Powerbi).

Qualifications & Skills

• 1–3 years of experience in financial planning & analysis, corporate finance, or a related field.
• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• Solid understanding of financial statements and budgeting concepts.
• Proficiency in Excel; familiarity with financial planning tools (e.g., Adaptive Insights) and ERP systems (e.g., NetSuite, SAP, or D365) is a plus.
• Basic knowledge of SaaS business models and R&D financial metrics is a plus, but not required.
• Strong attention to detail, organization skills, and willingness to learn in a fast-paced environment.
• Ability to work collaboratively and communicate effectively with finance team members and cross-functional partners.

Why Proofpoint

Protecting people is at the heart of our award-winning lineup of cybersecurity solutions, and the people who work here are the key to our success.  We’re a customer-focused and a driven-to-win organization with leading-edge products. We are an inclusive, diverse, multinational company that believes in culture fit, but more importantly ‘culture-add’, and we strongly encourage people from all walks of life to apply.

We believe in hiring the best and the brightest to help cultivate our culture of collaboration and appreciation. Apply today and explore your future at Proofpoint! #LifeAtProofpoint

#LI-AN2

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Consistent with Proofpoint values and applicable law, we provide the following information to promote pay transparency and equity. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets as set out below. Pay within these ranges varies and depends on job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate. The range provided may represent a candidate range and may not reflect the full range for an individual tenured employee. This role may be eligible for variable compensation and/or equity. We offer a competitive benefits package, including flexible time off, a comprehensive well-being program with two paid Wellbeing Days and two paid Volunteer Days per year, plus a three-week Work from Anywhere option.

Base Pay Ranges:

SF Bay Area, New York City Metro Area:

Base Pay Range: 75,225.00 - 110,330.00 USD

California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska:

Base Pay Range: 59,400.00 - 87,120.00 USD

All other cities and states excluding those listed above:

Base Pay Range: 54,450.00 - 79,860.00 USD