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Role Description

The Senior Financial Analyst is responsible for a wide variety of analytical tasks including financial modeling and reporting, expense budgeting and monitoring, forecasting, and general financial analysis. This role will be a key member of the FP&A organization working as a highly visible business partner for the executive team providing insight, guidance, and recommendations on financial and operational performance.

Job Duties & Responsibilities

• Reporting and Analysis
  • Design, develop, and deliver informative reporting on various financial metrics coupled with action-oriented insight on which stakeholders can make decisions.
  • Develop complex financial modeling to accurately predict business performance and explain key variances across the organization.
  • Assist in the management and maintenance of Adaptive Insights, primarily related to forecast logic, assumptions, and headcount management.
  • Assist in driving best practices in reporting and analysis including KPIs and dashboards.
• Planning and Forecasting
  • Develop and maintain financial models to support strategic decision making.
  • Assist in the preparation of the annual business plan, monthly forecasts, and rolling 3-year strategic plan.
  • Partner with accounting and the ELT to review monthly actual expenses, perform variance analysis, and update the forecast.
• Business Partnering
  • Inform and educate business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction.
  • Influence decision making related to acquisition integration, manage cost savings initiatives, and forecast one-time investments.
  • Develop divisional/functional and Company-level measurements to create awareness of and accountability for results.
  • Prepare customized management-level reports and dashboards in support of the Company's initiatives or programs.
  • Summarize complex information and concepts and clearly communicate up to Senior Management.
• Additional
  • Champion data management and data quality across the organization.
  • Help drive operational efficiencies and process optimization.
  • Prepare ad-hoc analysis and reporting for Board and Senior Management as requested.

Qualifications

• Bachelor’s degree in Finance, Business, or Accounting.
• 6-8 years of financial analysis, accounting, or related areas.
• Experience in a private equity backed company required; SaaS preferred.
• Advanced Excel and modeling skills required.
• Experience with NetSuite and Adaptive Insights.
• Knowledge of the budgeting and forecasting process.
• Good understanding of operational processes within a company.
• Analytical, problem solver.
• Exceptional communication and presentation skills.
• Strong ability to foster effective working relationships and build consensus.
• Ability to multi-task, manage competing priorities.
• Must have a collaborative, organized, and open work style.

Benefits

• Remote-first philosophy.
• Flexible paid time off.
• Paid parental leave.
• 11 Paid holidays per year.
• Workplace flexibility.
• Affordable health coverage (medical, dental, vision), paid 100% for employee only medical.
• 401(k) employer contribution to help you plan for the future.
• Company paid life insurance, STD, and LTD.