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Full-timeDescription
Job Summary
As a Financial Reporting analyst, you will be accountable for the development of the annual operating budget and the associated tracking of performance against plan throughout the year. You will also develop and own revenue and expense forecast models for the company's various business lines. This position will work intimately with the executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis. You are also expected to work closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements.
Essential Duties and Responsibilities: Budget/Forecast
•Review and develop annual budgets and targets along with follow-on forecasts on a quarterly basis•Prepare and review financial variances between Actual/Budget/Forecast•Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data•Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations•Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions•Provide user support and maintenance during annual budget cycle and quarterly forecast cycles•Conduct presentations to management and department directors as needed
Key Performance Indicators
•Report monthly on margin and profitability metrics.•Investigate variances vs. plan and meeting with department managers for input.•Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Power Pivot and PowerBI) for consolidation of data and measuring interdependencies.•Report on quarterly metrics to measure strategic initiatives and its effectiveness
Financial Modeling
•Develop complex financial models and present analytics to support Sales, Marketing, and R&D teams•Assist in developing complex models that support the financial modeling related to potential Mergers & Acquisitions activity.•Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling.•Develop, interpret, and implement financial concepts for financial planning•Prepare various industry and market analyses and benchmarking, as required
Requirements
- Experience in financial modeling, business analysis, FP&A, business integration
- Excellent MS Office skills, specifically MS Powerpoint and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)
- Advanced experience working with a corporate budgeting process
- Strong analytical and problem-solving skills
- Good communication skills (verbal, written and listening).•Ability to switch from complex to routine tasks when required.
- Experience using ERP systems, such as, SageIntacct, Oracle NetSuite, Cognos Financial Performance Management Software in a corporate environment.
- Experience creating financial models, including use of database manipulation (e.g. Tableau, Power Pivot & Excel).
- Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries preferred.
- Prior cost accounting experience required.
- Bachelor’s degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred
Salary Description$95,000-$105,000
