Financial Analyst

Responsibilities

• A key participant in the creation of the company’s annual operating plan that will provide management with analytical tools to establish goals and measure performance of the Company.
• Analyze and communicate historical and forecasted financial and operational performance, identifying key trends, variances, opportunities, and risks for senior management.
• Lead or support quarterly forecasting processes, including the income statement, balance sheet, cash flow, headcount, and other key financial and operating metrics.
• Prepare monthly, quarterly, and annual budget-to-actual analyses, investigate significant variances, and work with business leaders to understand drivers and identify corrective actions.
• Coordinate monthly expense and forecast reviews with assigned departments, partnering with budget owners to improve financial visibility, accountability, and performance.
• Assists in preparations of presentations for Company board meetings, company meetings, and monthly/quarterly management meetings.
• Assists in analyzing and reporting on the Company’s SaaS and services metrics, including recurring revenue, bookings, retention, churn, customer acquisition, gross margin, utilization, services revenue, and operating expenses.
• Improve the efficiency, accuracy, and scalability of FP&A processes and management reporting.
• Support M&A activities, including financial analysis, modeling, due diligence, valuation analysis, and integration-related projects as needed.
• Identify opportunities to leverage technology, including AI and automation, to improve financial analysis and productivity.
• Perform ad hoc financial and strategic analysis to support management decision-making and other high-priority company initiatives.

Requirements

• Advanced MS Excel skills are required with overall strong modeling capabilities
• Demonstrated ability to partner effectively with senior leaders and cross-functional teams
• Excellent analytical and problem-solving skills, with the ability to translate complex data into clear business insights and actionable recommendations
• Demonstrated initiative, strong work ethic, and a continuous-improvement mindset with strong emphasis on intellectual curiosity

Position Requirements

A BS degree in Finance or Accounting

• 3-5 years of progressive accounting / finance background in a rapidly growing High Tech or Private Equity environment with an emphasis on financial systems, KPIs, and modeling
• Strong understanding of financial principles, financial statements, business performance metrics, and quantitative analysis
• Comfortable in an environment with change. Rapid change cannot become a frustration – rather, an opportunity for constant and never-ending improvement

Excellent oral and written communication skills are essential

• Vena Solutions, Great Plains Dynamics software and Salesforce/CRM experience, a plus
• Experience with leveraging AI in existing processes, a plus
• M&A Experience, a plus
• An MBA or CPA will be a plus