Financial Planning & Analysis, Senior Analyst, R&D Finance

Overview

Medallia is the pioneer and market leader in Experience Management. Our award-winning SaaS platform, Medallia Experience Cloud, leads the market in the management of experiences, insights, and actions for candidates, customers, employees, patients, and residents alike.

We believe that every experience is a memory that can last a lifetime. Experiences shape the way people feel about a company. And they greatly influence how likely people are to advocate, contribute, and stay. At Medallia, we are committed to creating a world where organizations are loved by their customers and their employees.

We empower exceptional people to create extraordinary experiences together.

Bring your whole self.

The Role and Team

Medallia is seeking a Senior Financial Analyst to join our Functional FP&A team, focusing on Research & Development operations. As the primary FP&A partner to our Engineering and Product Management teams, you will drive strategic financial planning and analysis to fuel Medallia's technology investment base. Key responsibilities include budgeting and long-range forecasting, cloud hosting & infrastructure cost management, capital expenditure reporting, and software development capitalization.

You will partner directly with R&D leadership across product management and engineering to turn technical roadmaps and resourcing decisions into clear financial plans. The role demands strong business partnership experience, expertise in variance analysis and monthly close processes, advanced Excel and modeling skills, a deep understanding of SaaS metrics and analytics, and comfort translating complex analysis into decisions for non-financial stakeholders.

The ideal candidate is detail-oriented, proactive, and skilled at surfacing the insight behind the numbers to support Medallia's growth as the leader in Experience Management.

Responsibilities

Strategic Business Partnership & Planning

• Partner with R&D leadership across Engineering & Product Management organizations to influence planning and achieve departmental and company-wide goals.
• Support annual budget planning for the R&D organizations, aligning resource allocation modeling with company strategic priorities.
• Develop and maintain long-range plans, scenario models, and driver-based forecasts for the technology cost base.
• Collaborate with Engineering & Product Management Ops teams to align financial forecasts with operational plans.

Financial Planning & Analysis

• Manage the monthly close and forecast processes for R&D organizations, delivering detailed variance analysis and performance insights.
• Lead monthly business reviews with executives, presenting actuals vs. forecasts with actionable insights and recommendations.
• Oversee daily financial forecasting, including PO approvals, headcount planning, and real-time forecast accuracy.
• Conduct ad-hoc analyses across R&D spend, efficiency, and investment trade-offs.

Performance Analysis & Insights

• Analyze and manage cloud hosting and infrastructure costs, identifying drivers and optimization opportunities.
• Support product profitability analysis, integrating hosting and infrastructure costs, to inform investment and pricing decisions in collaboration with Corporate FP&A.
• Own capital expenditure control and reporting, and perform software development capitalization under US GAAP, including tracking eligible spend, coordinating with Accounting, and maintaining supporting documentation.Create executive dashboards and KPI reporting to track R&D and product performance, and deliver insights on risks and opportunities to guide resource allocation.
• Develop product usage telemetry, helping define the usage and adoption metrics that feed product profitability and revenue attribution analysis.
• Collaborate across Accounting and Accounts Payable teams on close, accruals, and expense processes, support Corporate FP&A with consolidation and company-level reporting, and drive process improvements in planning, reporting, and controls.

Candidates based in the Buenos Aires vicinity will be prioritized as this role is Hybrid, 3 days per week onsite.

Qualifications

Minimum Qualifications

• 3+ years of Financial Planning and Analysis experience supporting Business Finance functions, with FP&A processes including monthly close, variance analysis, headcount reconciliation, and collaboration with Accounting teams.
• Demonstrated experience with financial planning tools (e.g., Anaplan, Workday, NetSuite, or similar platforms).
• Advanced proficiency in Excel/Google Sheets and experience building complex financial models.
• Professional working English proficiency, spoken and written
• Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field, or equivalent experience.

Preferred Qualifications

• Experience partnering with Engineering, Product, or other technical or functional organizations in a SaaS or technology environment.

• Exposure to capital expenditure, software development capitalization, and technology cost management under US GAAP.

• Strong knowledge of SaaS metrics (for example ARR, gross margin, unit economics) and subscription business models.

• Proven ability to identify business needs, challenge assumptions, and drive process improvements.

• Working knowledge of Snowflake or SQL for querying and analyzing large financial datasets.

• AI fluency, comfort using AI tools such as Claude or other LLMs to accelerate analysis and reporting.

• Experience in FP&A roles at public or private equity-owned companies, with exposure to investor reporting.

• Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.

At Medallia, we celebrate diversity and recognize the value it brings to our customers and employees. Medallia is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 and over), disability, genetic information, veteran status or military service, or any other status protected by state or local law. Individuals with a disability who need an accommodation to apply please contact us at ApplicantAccessibility@medallia.com. For information regarding how Medallia collects and uses personal information, please review our Privacy Policies. Applications will be accepted for 30 days from the date this role was posted or until the role has been filled.