Senior Financial Analyst
About us:Headquartered in Phoenix, AZ, Fullbay is the number one cloud-based shop management software for commercial repair shops—and we’re growing fast.This is an exciting opportunity to join a high-performing Finance team and shape the next phase of growth. In this role, you will support budgeting, forecasting, and business modeling, while helping implement best-in-class FP&A processes to support a scaling SaaS business.Position Overview:The Senior Financial Analyst reports to the FP&A Manager and partners with senior leaders across the company.
We’re looking for someone with FP&A experience in a PE-backed SaaS environment, strong financial modeling skills, and a deep understanding of operational SaaS KPIs.Primary Duties & Responsibilities:
- Conduct financial analysis and forecasting to support business decision-making and help set short-term and long-term financial goals of the company.
- Conduct weekly/monthly follow-ups to determine the effectiveness of financial plans and fine-tune the strategy needed to reach financial targets.
- Work collaboratively with cross-functional teams, including Operations and Marketing to develop monthly strategies, quarterly and annual plans
- Develop and refine financial models to forecast revenue, expenses, and capital requirements.
- Support the quarterly/annual budgeting, revenue forecasting, and financial review process.
- Work on optimizing and analyzing income statements, balance sheets, budgets and forecasts.
- Prepare and deliver accurate monthly financial reporting packages, dashboards, activity reports, and Budget vs. Actuals across all cost centers.
- Maintain and optimize FP&A processes to ensure alignment and integration with the company’s ERP system.
- Conduct detailed financial analysis and provide actionable recommendations to support departmental and company-wide decision-making.
- Consult with and give advice to cross-functional teams to assess financial risks, opportunities, and strategies.
- Meet with department heads to review budget-to-actual variances and plan for upcoming forecasts.
- Create and maintain 12 - 36 month rolling forecasts.
- Collaborate with senior management to align financial planning with company objectives.
- Analyze monthly, quarterly, and annual results, providing insights on trends, risks, and opportunities.
- Investigate and help resolve deviations from budgets and discrepancies in financial data.
- Adheres to all confidentiality and compliance regulations.
- Define procedures or implement processes around financial reporting or forecasting
- Performs other duties as assigned.
Minimum Education & Work Experience:
- Bachelor’s Degree in Finance, Accounting, Business, or related area of study, or equivalent work experience.
- 4+ years of experience in FP&A, with a focus on SaaS or high-growth technology companies.
Key Skills and Qualifications:
- Ability to analyze revenue streams, gross margin rates and profitability by product in an effort to devise forward-looking strategies and areas of opportunity.
- Advanced knowledge of financial modeling, budgeting software, and financial reporting tools (e.g., Excel, Tableau, Cube, Datarails, Adaptive Planning).
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent communication skills and ability to translate financial data into actionable insights.
- Demonstrated ability to work in a fast-paced environment and manage multiple priorities.
- Highly motivated self-starter, capable of working independently and building processes from scratch or with limited direction
- Understanding of month-end closing cycles.
- Strong experience building complex financial models, budgets, and reporting packages.
- Ability to make financial recommendations to grow revenue and enhance profitability.
- Proficiency with Excel functions and formulas to increase efficiency and drive business insights.
Physical Demands and Work Environment:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Regularly required to sit at a desk in front of a computer and use hands to finger, handle, or feel objects, tools, or controls (including a computer keyboard and operating a telephone), lift and/or move up to 10 pounds.
- Frequently requires the use of hands and arms for reaching, as well as the ability to walk and communicate effectively through speaking and listening.
- Specific vision abilities required by this position include close vision, color vision, and the ability to adjust focus.
- Noise level in the work environment is usually moderate.
- Type on a computer keyboard and look at a computer monitor, and operate a cell phone or a computer-based phone.
