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Position Summary

Reporting to the Manager of Financial Planning and partnering closely with the Business and Operation leads, the Senior Financial Analyst will provide financial and analytical support to the business.

Position Responsibilities

  • Provide insight and analytics on weekly sales data
  • Handle large data sets and able to be comfortable managing the data across multiple systems
  • Lead monthly analyses of business trends and budget variance of financial results and Key Performance Indicators to be used in management reviews, quarterly Board Presentations and strategic business analysis sessions
  • Build and track annual operating plan, including rolling revenue and margin forecasts
  • Partner with the Accounting, Human Resource and Sales Ops departments to ensure reporting is aligned and monthly reporting and analysis is meaningful and efficient
  • Work closely with the FP&A and Human Resource team on year-end compensation process
  • Perform deep-dive analysis on sales pipeline, revenue forecasting and P&L to identify key trends
  • Identify and communicate scenarios analyses, risks and opportunities based on business trends
  • Analyze economic drivers of the business client (e.g., project profitability, close rates, etc.)
  • Create ad-hoc analysis as needed for business

What we’re looking for…

  • Bachelor’s degree
  • 3-5+ years of relevant work experience
  • Experience with Microsoft Office Suite
  • Experience with Netsuite, Adaptive, SFDC and Power BI or similar systems is required
  • Excel financial modeling experience utilizing advanced formulas
  • Excellent communication and interpersonal skills
  • High performing self-starter comfortable in a fast-paced work environment – ability to stay focused, manage multiple projects and provide attention to detail

Even better if you have:

  • Master’s degree in Accounting, Finance, Economics or related discipline
  • Experience with service-driven revenue models and/or building subscription-based KPI metrics
  • Knowledge of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes
  • Knowledge of common business and cost drivers, financial statement analysis, and deep-dive analysis

Apply now