About Cleo:
At Cleo, we make a real impact by doing work that matters: helping families be their best at home and at work.
Cleo is the leading family benefits platform that picks up where the healthcare system leaves off. We combine the expertise of our team of Guides and Specialists—parent and maternity coaches, doulas, lactation consultants, sleep experts, and more—with a powerful technology platform that helps every working parent succeed as they grow both their families and their careers.
Cleo is offered by over 100 leading employers, including global Fortune 500 leaders and industry innovators like Salesforce, PepsiCo, The Learning Care Group, and Pinterest. With $81M raised from top investors including NEA, Greylock, and Transformation Capital, we’re expanding our offerings and our team to meet the growing demand of employers, parents, and the healthcare sector. Now we're looking for experienced and passionate team members like you to join us.
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Title: Financial & Pricing Analyst
Overview:
The Financial & Pricing Analyst will play a pivotal role in supporting Cleo's financial operations. Reporting directly to the Associate Director of Finance & Revenue Operations, this role is responsible for assisting in the development of pricing models, revenue forecasting, financial analysis, budget creation, and various strategic initiatives that drive revenue growth. The Financial & Pricing Analyst will be a key collaborator, working closely with sales, finance, analytics, and product teams to ensure accurate reporting and provide actionable insights that contribute to data-driven decision-making.
This position offers an opportunity to develop a strong financial analysis and strategy foundation within a fast-paced, growth-oriented environment. The ideal candidate will be highly analytical, detail-oriented, and eager to contribute to the company's long-term success by supporting pricing and revenue initiatives.
Key Responsibilities:
- Financial Analysis and Reporting:
- Assist in preparing financial reports, including Annual Recurring Revenue (ARR) and Contracted Annual Recurring Revenue (CARR) reporting. Analyze financial data to identify trends, discrepancies, and areas for improvement.
- Pricing Support:
- Work closely with the Associate Director to develop and refine deal-level pricing models. Provide data-driven support for pricing initiatives by analyzing deal-specific variables, market trends, and competitive pricing strategies.
- Revenue Forecasting:
- Compiling data from sales pipelines and product teams supports the revenue forecasting process. Accurate financial projections and performance analysis inform decision-making and strategic planning.
- Contract and Deal Desk Support:
- Collaborate with the deal desk to track deal progress, assist in contract management, and ensure pricing and financial objectives are aligned with broader company goals.
- Cross-Functional Collaboration:
- Work closely with stakeholders across finance, sales, and product teams to ensure alignment on financial goals and support the seamless execution of pricing, reporting, and contract processes.
- Ad Hoc Financial Analysis & Special Projects:
- Assist in ad hoc financial analysis and special projects, providing insights that drive operational efficiency and contribute to revenue growth initiatives.
To be successful in this role, you should have:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field or demonstrated capacity for statistical analysis and financial modeling through relevant work experience or coursework.
- Strong understanding of financial analysis, including costs, recurring revenue streams, margins, and client performance metrics.
- Strong analytical skills and attention to detail.
- Proficiency in Excel/Google Sheets, PowerPoint/Google Slides and financial modeling.
- Ability to analyze large datasets and present insights clearly and concisely.
- Excellent communication and collaboration skills both in written and speaking
- Eagerness to learn and contribute to a fast-paced, dynamic team.
- Strong proficiency to hit prioritize work, hit deadlines, and work in a start-up, team environment
#LI-Remote
We don’t believe in perfection – we believe in passion, interest, and will – so don’t let a lack of experience or skill in one area listed above deter you from applying.
Cleo is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Pay Transparency: For New York and California, the base salary range for this position is $95,000 - $105,000 annually. Outside of those states, the base salary range is $85,500 - $94,500 annually. In addition to a base salary, Cleo offers the following benefits: health insurance (medical, dental, and vision), 15 paid holidays, 5-day winter break, unlimited flexible vacation time, sick time, 16 weeks paid parental leave, 401(k) plan, disability insurance, life insurance, wellness perks, and more.
You must be based in the U.S. and authorized to work in the U.S. without employer sponsorship. Please be advised that Cleo does not provide employment-based visa sponsorship for this position at this time.
Cleo is currently accepting applications from candidates residing in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
SF FAIR CHANCE ORDINANCE Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.