Senior Financial Analyst
4 days ago
What you'll do
As a Senior Financial Analyst you will play an integral role in the global forecasting, planning, and
reporting processes. This position will report to the Senior Manager, Finance and provide key support to
the company's VP of Finance, CFO, and extended Executive Team. Primary responsibilities include
formulating analysis of financial and operational data to support effective decision-making that aligns
with strategic and operational goals. Additionally, this role will provide ad-hoc analysis as needed for
senior financial leadership. The ideal candidate will have strong analytical skills, an interest in financial
data systems and the ability to design and implement reporting and processes.
Responsibilities
Assist in the annual budgeting and monthly forecasting processes including the analysis of
monthly financial results against budgets and re-forecasting annual and quarterly projections
based on current financial information.
Assist with monthly and quarterly reporting presentations for Executive team, Board of
Directors meetings, lenders and external investors.
Work closely with sales and operations management to assist with the execution of budget and
forecast commitments, including communication to management of both progress toward
attainment and plans to affect course corrections as necessary.
Prepare financial and operational KPIs, including analysis by segment, product lines and
professional service projects as well as modeling of operating expense trends, while identifying
areas of opportunity to improve results.
Construct financial models to evaluate pro-forma scenario planning around internal and external
growth opportunities.
Assist with M&A activities such as post-acquisition integration of financial data and systems.
Ad-hoc deep dives on pressing business issues across the business.
What you'll need
Bachelor's degree in accounting, finance, or related field. 2-4 years of experience in public
accounting (preferably Big 4), or 3-5 years of experience in a financial analyst or other related
position
Advanced Excel (including strong modeling skills) and intermediate PowerPoint skills required
Excellent written and oral communication skills
Ability to work in a fluid and fast-paced environment with changing responsibilities
Alteryx and PowerBI experience a plus, but not a requirement
NetSuite and Salesforce experience a plus, but not a requirement
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