What are the responsibilities and job description for the Financial Analyst II — Revenue, GTM Planning & AI Innovation position at Proofpoint?
About Us
Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large enterprises, and millions of smaller organizations trust Proofpoint to stop threats, prevent data loss, and build resilience across their people and AI workflows. Our mission is simple safeguard the digital world and empower people to work securely and confidently. Join us in our pursuit to defend data and protect people.
How We Work
At Proofpoint you’ll be part of a global team that breaks barriers to redefine cybersecurity guided by our BRAVE core values
Bold in how we dream and innovate
Responsive to feedback, challenges and opportunities
Accountable for results and best in class outcomes
Visionary in future focused problem-solving
Exceptional in execution and impact
About The Role
Proofpoint is seeking a Financial Analyst II to join our FP&A Topline & GTM team — a high-visibility seat at the intersection of Revenue Finance, internal Sales FP&A alignment, and AI-enabled planning. You bring 7 years of Finance experience, fluency in SaaS recurring revenue mechanics, and a genuine curiosity about how AI reshapes FP&A. You will serve as the team’s AI point of contact for RevHive — our shared FP&A intelligence layer — and play a key role in M&A support, planning cycle automation, and keeping Topline assumptions tightly connected to the broader financial plan. This role operates in executive-level meetings and is expected to absorb data rapidly and act with minimal direction.
Location This is a hybrid role based in our Sunnyvale HQ, 4 days a week.
Your Day-to-Day
GTM Planning & Topline Forecasting
Experience & Background
At Proofpoint, we believe that an exceptional career experience includes a comprehensive compensation and benefits package. Here are just a few reasons you’ll love working with us
Our culture is rooted in values that inspire belonging, empower purpose and drive success-every day, for everyone.
We encourage applications from individuals of all backgrounds, experiences, and perspectives. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com.
How To Apply
Interested? Submit your application along with any supporting information- we can’t wait to hear from you!
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 111,300.00 - 174,900.00 USD
California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska
Base Pay Range 93,300.00 - 146,630.00 USD
All other cities and states excluding those listed above
Base Pay Range 83,600.00 - 131,340.00 USD
Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large enterprises, and millions of smaller organizations trust Proofpoint to stop threats, prevent data loss, and build resilience across their people and AI workflows. Our mission is simple safeguard the digital world and empower people to work securely and confidently. Join us in our pursuit to defend data and protect people.
How We Work
At Proofpoint you’ll be part of a global team that breaks barriers to redefine cybersecurity guided by our BRAVE core values
Bold in how we dream and innovate
Responsive to feedback, challenges and opportunities
Accountable for results and best in class outcomes
Visionary in future focused problem-solving
Exceptional in execution and impact
About The Role
Proofpoint is seeking a Financial Analyst II to join our FP&A Topline & GTM team — a high-visibility seat at the intersection of Revenue Finance, internal Sales FP&A alignment, and AI-enabled planning. You bring 7 years of Finance experience, fluency in SaaS recurring revenue mechanics, and a genuine curiosity about how AI reshapes FP&A. You will serve as the team’s AI point of contact for RevHive — our shared FP&A intelligence layer — and play a key role in M&A support, planning cycle automation, and keeping Topline assumptions tightly connected to the broader financial plan. This role operates in executive-level meetings and is expected to absorb data rapidly and act with minimal direction.
Location This is a hybrid role based in our Sunnyvale HQ, 4 days a week.
Your Day-to-Day
GTM Planning & Topline Forecasting
- Support Revenue modeling and reporting within the Topline FP&A function, with coverage from the Lead Senior Analyst on Enterprise Topline — translating ARR, Billings, and NARR dynamics into a coherent narrative for senior leadership.
- Partner with Sales FP&A to ensure GTM direction aligns with Topline assumptions, surfacing divergence before it reaches leadership.
- Contribute to annual and quarterly planning cycles (AOP, BOD submissions, re-forecasts) does the overall story hold? Where are the risks and opportunities vs. plan?
- Provide macro-level metric coverage across ARR, NARR, Billings, and Revenue — variance analysis, actuals-to-plan bridges, and executive-ready materials for BOD and leadership reviews.
- Serve as the team’s AI Point of Contact for RevHive — driving adoption, maintaining architecture governance, and coaching stakeholders on effective use.
- Partner with the Director of FP&A and Analytics to identify automation opportunities across the planning and reporting cycle, reducing manual lift and increasing the speed of insight.
- Lead the integration of AI tools into everyday FP&A workflows and document repeatable best practices for the team.
- Act as the internal FP&A connective layer between Topline and Sales FP&A — ensuring key metrics are consistently defined, tracked, and reported.
- Support M&A diligence and integration workstreams, including revenue quality analysis, ARR bridge modeling, and post-close reporting design.
- Manage ad hoc reporting and executive asks with speed and accuracy, turning ambiguous data requests into structured, stakeholder-ready outputs.
Experience & Background
- 7 years in Financial Analysis or FP&A — preferably at a high-growth enterprise SaaS or PE-backed technology company.
- BA/BS in Finance, Economics, or Business; MBA or CPA a plus.
- Experience supporting Sales FP&A or Revenue Finance functions — you understand how GTM direction influences the financial plan.
- Prior exposure to M&A diligence or strategic finance work strongly preferred; PE-backed or planning transformation experience a plus.
- Expert Excel modeler — scenario analysis, variance bridging, cohort analysis, complex lookups, and dynamic forecasts.
- Strong command of SaaS metrics ARR, NARR, NRR, GRR, and recurring revenue mechanics (ASC 606 familiarity a plus).
- Adaptive Planning and Salesforce.com experience strongly preferred; RevPro or equivalent a plus.
- Hands-on with AI tools (Claude, ChatGPT, Copilot) in analytical or productivity contexts; comfortable building or evaluating AI-powered workflows.
- Proficient in Microsoft 365 (SharePoint, Teams, Excel Online) as a collaborative finance environment.
- Executive presence polished, concise, and credible in front of senior leadership — you can present a complex financial story in 3 slides and field live questions without hesitation.
- Strong cross-functional instincts — you build trust with Sales, Accounting, and Operations stakeholders without ceding analytical rigor.
- Bias for clarity plain language, financial complexity translated into business insight, and the confidence to push back when data doesn’t add up.
- Self-directed, high tolerance for ambiguity, and a collaborative team player who raises issues early.
At Proofpoint, we believe that an exceptional career experience includes a comprehensive compensation and benefits package. Here are just a few reasons you’ll love working with us
- Competitive compensation
- Comprehensive benefits
- Career success on your terms
- Flexible work environment
- Annual wellness and community outreach days
- Always on recognition for your contributions
- Global collaboration and networking opportunities
Our culture is rooted in values that inspire belonging, empower purpose and drive success-every day, for everyone.
We encourage applications from individuals of all backgrounds, experiences, and perspectives. If you need accommodation during the application or interview process, please reach out to accessibility@proofpoint.com.
How To Apply
Interested? Submit your application along with any supporting information- we can’t wait to hear from you!
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 111,300.00 - 174,900.00 USD
California (excludes SF Bay Area), Colorado, Connecticut, Illinois, Washington DC Metro, Maryland, Massachusetts, New Jersey, Texas, Washington, Virginia, and Alaska
Base Pay Range 93,300.00 - 146,630.00 USD
All other cities and states excluding those listed above
Base Pay Range 83,600.00 - 131,340.00 USD