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About the role
Key responsibilities & impact- Produce financial and operational analyses and KPI reports, focusing on trends, forecasts and corrective action plans to support the company’s growth.
- Build and maintain custom databases by analyzing data from multiple systems to generate business intelligence.
- Identify and recommend solutions to improve financial processes and reporting, including automation of FP&A activities.
- Manage CFO-level analyses and reporting, including global financial consolidation initiatives, tracking and analysis of special project performance (ROI), and improving reporting for the executive team.
- Prepare ad hoc analyses and valuations to support data-driven strategic decision-making.
- Provide financial support to project teams.
- Understand and monitor the company’s key performance drivers.
- Maintain and develop technical knowledge by participating in training and workshops (a commitment to continuous learning is essential).
- Perform other related duties as required.
Requirements
What you’ll need- More than 5 years of relevant experience in financial planning, analysis and modeling, ideally within a private equity–backed company, a professional services firm, or a SaaS business, with advanced Excel skills.
- Bachelor’s degree in Finance, Accounting or a related field.
- Strong analytical skills, quantitative aptitude and problem-solving ability.
- Ability to present financial information to non-technical audiences.
- Excellent communication, interpersonal and presentation skills.
- Intellectual curiosity and a commitment to continuous improvement.
- Detail-oriented, deadline-driven and able to manage multiple priorities simultaneously in a fast-paced environment.
- Experience in international SaaS companies and familiarity with recurring revenue models is an asset.
- Experience with global consolidation reporting is a plus.
- Experience providing occasional financial support to R&D teams is a plus.
- Proficiency with Microsoft Office and NetSuite or similar financial systems.
- Experience with mergers & acquisitions and integrations is a plus.
Benefits
Comp & perks- Integrated mental health and wellness support
- Vacation — starting at 3 weeks
- Wellness days and an annual Giving Day — an additional opportunity to take care of yourself or give back to the community
- Comprehensive medical and dental coverage
- Company-wide year-end shutdown to allow you to rest and recharge
- LinkedIn Learning license for upskilling and development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningfinancial analysisfinancial modelingadvanced Exceldata analysisbusiness intelligenceautomation of FP&A activitiesglobal financial consolidationad hoc analysesvaluations
Soft Skills
analytical skillsquantitative aptitudeproblem-solvingcommunication skillsinterpersonal skillspresentation skillsintellectual curiositycommitment to continuous improvementdetail-orienteddeadline-driven
