Oracle Principal Financial Analyst, NA Technology West in Rocklin, California

Principal Financial Analyst, NA Technology West

Preferred Qualifications

Principal Finance Business Partner- North America Technology, National West

Exciting opportunity to be a part of the Oracle Global Business Finance team.

Business Area Global Business Finance

Country United States

Location Redwood Shores, CA or Rocklin, CA

Oracle (NYSE: ORCL) We are the world’s largest provider of enterprise software and a leading provider of computer hardware products and services that are engineered to work together in the cloud and in the data center. We are a leader in the core technologies of cloud computing, including database and middleware as well as web-based applications, virtualization, clustering and large-scale systems management. We provide cloud services as well as software and hardware products to other cloud service providers, both public and private. Oracle database and middleware software, applications software and hardware systems—including computer server, storage and networking products—are the building blocks of our own cloud services, our partners’ cloud services and our customers’ private cloud environments. Our customers can subscribe to use select Oracle software and hardware products through our cloud offerings, or purchase our software and hardware products and related services to build their own private cloud or on-premise information technology (IT) environments. Our strategy is to deliver reliable and scalable products and services that are built upon industry standards and are engineered to work together or independently. We also pursue new or emerging growth opportunities in order to maintain technology leadership. Offering customers a choice in how they use our products and services—while maintaining enterprise-grade reliability, security and interoperability—is important to our corporate strategy.


The role is a business partner, providing financial support and insights to the North American Technology National West business, as well as providing financial support for the Public Sector Software business and assisting with their Engineered Systems reporting. He/she will be a critical interface between the Finance team, Sales, Operations, Customer Success, Business Development, and other front-line business units as Oracle continues to transition more of its customers to the Cloud. As a business partner, he/she will be expected to leverage the global resources of the larger Oracle Financial community to gather information, analyze current and future operational dynamics, and resolve business issues that hinder success. Successful incumbents will have a proactive, analytical approach to supporting growth initiatives and sustaining operational excellence. He/she must be capable of understanding key tactical and strategic decisions facing the sales management team and how financial analysis, reporting and planning can enhance management decision making This position is expected to interface and provide communications to outside Finance functions including but not limited to Compensation, Corporate FP&A and the Controller's organization to ensure seamless and responsive communication and high quality financial reporting. This individual will be strongly motivated and a self-starter.


  • Develop clear understanding of strategic business initiatives and the tactical actions to accomplish them.

  • Understand the upside and risk potential in the individual LOB forecasts and use that information to better manage resourcing

  • Reporting and Analysis: Work with both finance and business management to identify and track appropriate performance measures, key performance indicators and associated drivers. Be proactive in reviewing information identifying inconsistencies, trends and issues for management. Drives consistent processes and standard formats.

  • Lead weekly forecasting processes with SVP and direct reports

  • Lead end of quarter forecasting processes

  • Lead quarterly closing process, in close coordination with global Finance colleagues

  • Prepare financial information and analysis for Quarterly Business Reviews. Communicate to Sales management and Finance team areas of concern and actions required to meet financial commitments.

  • Drive automation of reporting to improve responsiveness, redundancy, and overall efficiency

  • Participate in annual budgeting process

  • Take lead on global quota setting process and performance tracking

  • Key contributor in new process implementation and the establishment of best practices

  • Accurately forecast revenue, expense, and headcount

  • Develop/Review/submit compensation plans for quota-carrying sales headcount and solutions consultants

  • Work closely with India counterpart to deliver in depth, metrics based reporting on pipeline, bookings, revenue, expense, headcount, and other KPIs.

  • Participate in special projects as required, including contract base automation and electronic rep


  • Able to build trust and credibility between finance and the sales management team

  • Take personal ownership for the achievement of agreed goals

  • Ability to interact and influence effectively with all levels of the company and lead presentations to executive management


  • Strong knowledge/experience of leading Finance functions within a technology industry

  • Strong analytical and problem solving skills geared towards finding the highest ROI

  • Growth orientation- a passion for scaling businesses and eliminating impediments to success

  • Ability to manage processes, and identify cross-functional issues

  • Demonstrated leadership skills

  • Familiarity with “SaaS” Software as a Service and Software License industry a plus

  • Strong communication and presentation skills (PowerPoint, Excel)

  • 8 years experience

  • BA/BS degree in Accounting or Finance preferred

“This position is not eligible for visa sponsorship.”

As part of Oracle's standard employment process, candidates will undergo a complete background check prior to an offer being extended. These background checks are conducted by a professional third party firm at no charge to the applicant and include: prior employment verification, education verification, social security trace, criminal background check and motor vehicles records (where required for position).

Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

Detailed Description and Job Requirements

Financial support to business areas through financial analysis, budgeting, planning and forecasting; to facilitate decision making and future business strategies.

As a member of Oracle

  • s finance organization, you will be responsible for providing all aspects of financial support for planning and control. Assist in consolidation and reporting of financial results; preparation of annual budget. Gather, model, analyze, prepare, and summarize information for financial plans, operating forecasts, trended future specifications, etc.; on a weekly, monthly, or quarterly basis. Prepares recommendations based on analyzes. May perform revenue and expense analysis, headcount and headcount driven expense analysis at cost center level, tracking of product and product line revenue, reconciliation of accounts receivable, variance analysis and ad-hoc analysis as needed. You may participate in cross functional programs and projects.

Leading contributor individually and as a team member, providing direction and mentoring to others. Work is non-routine and very complex, involving the application of advanced technical/business skills in area of specialization. Strong Microsoft Office skills and proficiency in Oracle Financials. Strong analysis and research skills. Ability to partner across functions. 8 years relevant work experience. BS/BA in Accounting/Finance preferred. CPA/MBA desired.

Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

Job: Finance

Location: US-CA,California-Rocklin

Other Locations: US-CA,California-Redwood City

Job Type: Regular Employee Hire

Organization: Oracle