Create the world that empowers small business

Financial Analyst

Chandler, AZ

FP&A Marketing Analyst JD

At Infusionsoft, we help small businesses succeed. We don’t just say that, we mean it and we do it every day. And often times, working at Infusionsoft is much like running a small business. There will be long days and incredible challenges, but the reward will be contributing to something that is larger than yourself. We want you to bring the hustle, grit, and passion to everything you do here. You will be expected to take high ownership and improve yourself constantly. You will be held accountable to our 9 Core Values and will be expected to hold your teammates accountable as well. The values are what unify us and allow us to make the impact that we do. They are crucial on our mission to becoming the undisputed champion of small business success. Together...we will replenish the middle class, we will elevate the worldwide economy, we will inspire kids to dream of becoming entrepreneurs. 

Infusionsoft is looking for a Financial Analyst who will join the Finance team as a trusted growth partner to our marketing organization. We are seeking someone who possesses great attention to detail, has strong understanding of accounting, finance and marketing and excels at working with cross-functional teams to drive accurate and efficient results. The Marketing team is on the forefront of shaping Customer Experience and you will be a crucial part of decision making in areas such as planning, resourcing, measuring success, managing strategic investments, developing marketing ROI models, implementing CAC framework and more. You will partner closely with business leaders in Marketing and support our worldwide product marketing, demand gen, content and growth hacking teams. You will focus on real-time, high priority business issues and drive success within the broader FP&A organization.

Daily Execution:

  • Reviewing, controlling, tracking and approving marketing expenses on global level and comparing against budgets, providing suggestions
  • Managing Marketing budget processes, ensuring adequate annual planning
  • Collecting, interpreting and reporting financial data
  • Model, analyze, and provide insights on full marketing full unit economics
  • Provide real time updates as needed to the VP of Finance/Analytics, VP of Marketing, CRO and CFO
  • Develop and calculate campaign performance metrics such as cost per opportunity and payback, in collaboration with Marketing Leaders
  • Training and advising our Marketing Team in finance tasks
  • Provide ad hoc financial analysis as required
  • Ability to build complex models (in excel and other planning applications)


  • Superior analytical and modeling skills and advanced proficiency in Excel
  • You are a self-starter: You drive projects with minimal guidance and focus on high impact work
  • Strong communicator: You effectively synthesize, visualize, and communicate your ideas to others
  • You are a critical thinker: You are thoughtful, self-aware, and use available evidence to make decisions
  • Experience building annual financial plan and monthly/quarterly forecasts
  • Enjoy collaborating with others in a dynamic fast-paced environment.
  • Extremely well organized, data driven and comfort managing multiple projects at once


  • Bachelor’s Degree in Finance, Accounting or other related field
  • 3+ years of FP&A or Accounting experience preferably in a SaaS / Tech Company
  • Experience with Anaplan, Adaptive Insights, Hyperion Essbase, or Related Planning software is strongly preferred
  • Experience with NetSuite, Salesforce, Marketo and Looker is strongly preferred
  • Ability to work in a dynamic, entrepreneurial environment
  • Ability to clearly communicate and present ideas, through both verbal and written formats, such as Powerpoint presentations


We offer competitive salaries and a generous benefits package including:

  • 1x base salary life insurance (employee premiums 100% covered)
  • Dependent life coverage (premiums 100% covered)
  • 10 paid holidays
  • 401K
  • Flexible paid time off plan
  • Competitive medical, dental and vision insurance
  • Short-term and long-term disability (employee premiums 100% covered)
  • Flexible spending reimbursement account
  • Contributions toward HSA accounts
  • Stock options
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