Own monthly financial reporting processes and standard reporting cadence
Produce monthly financial and operational KPI packages for leadership
Enhance transparency and accessibility of reporting through continuous process improvements
Develop and maintain headcount, ROI, and efficiency reporting across the organization
Serve as the NetSuite Planning & Budgeting (NSPB) subject matter expert, including monthly rollovers and hierarchy maintenance
Lead reporting and dashboard development, including publishing and security management
Leverage automation, AI, and scalable tools to improve reporting efficiency and accuracy
Support monthly forecasting and variance analysis
Contribute to annual and long-range planning, including building budget templates and reporting packages
Prepare executive-ready presentations and analysis for the VP of Finance, CFO, and Board of Directors

Requirements

1–3+ years of experience in Finance or Operations, ideally within a contract-based revenue recognition model
Bachelor’s degree in Finance, Accounting, Economics, Statistics, Business, or a related field
Experience with financial planning tools like NetSuite and NSPB
Advanced proficiency in Excel and PowerPoint
Experience working with CRM systems (e.g., Salesforce)
Ability to work without sponsorship
Availability to work aligned with Eastern Time Zone
Preferred Qualifications
Experience in a technology or SaaS organization
Direct experience with NetSuite and NetSuite Planning & Budgeting (NSPB)
Experience with visualization tools such as Power BI or Tableau
Experience supporting reporting in a growth-focused environment
Proficiency leveraging AI and automation tools to streamline repeatable reporting processes
MBA or Master’s degree in a related field

Benefits

Health, dental, and vision insurance
Life insurance and disability coverage
Open PTO and parental leave
401(k) plan with company matching
Employee assistance program
Voluntary supplemental benefits (Accident, Hospital Indemnity, Critical Illness)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial reportingKPI reportingvariance analysisbudgetingfinancial planningExcelPowerPointautomationAIreporting efficiency

Soft Skills

communicationleadershiporganizational skillspresentation skillsprocess improvement

Certifications

Bachelor’s degree in FinanceMBA or Master’s degree in a related field