Alogent

Business Financial Analyst

Alogent

full-time

Posted on:

Location Type: Hybrid

Location: Peachtree Corners • 🇺🇸 United States

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Job Level

JuniorMid-Level

Tech Stack

CloudERPOracle

About the role

  • Pull reports from CRM, ERP, and Professional Services Automation software systems to present actual performance against forecast, budget, and prior year among other metrics
  • Partner with Corp. Accounting to bridge month-end close to monthly forecast process
  • Support annual budget process
  • Provide key reporting to the heads of Marketing, Partner Sales, Operations, and Technology
  • Maintain revenue by customer metrics
  • Partner with Sales Operations to ensure financial details on contracts are easily consumed by sales, operations, finance, and accounting
  • Support the Director of Project Management on reporting, special projects, and ad-hoc analyses as needed

Requirements

  • 2+ years of experience working as a financial analyst or business analyst
  • Experience working in a SaaS company is a plus
  • Experience working with Salesforce (Sales Cloud application) is preferred but not required
  • Experience working with ERPs like Oracle, Intacct, NetSuite, SAP preferred
  • Proficient in Microsoft Excel: “VLOOKUP’s”, “Index” function, “If” statements, conditional formatting, and maintaining data integrity across spreadsheets is non-negotiable
  • Strong Microsoft Suite skills: Word, PowerPoint, Teams preferred
  • Aptitude to review and understand and analyze data
  • Ability to work independently in a fast-paced environment
  • Detail-oriented and highly organized with the ability to multi-task, manage priorities, and follow through
  • Ability and willingness to work cooperatively with others and take initiative when needed
  • Excellent verbal and written communication skills
Benefits
  • Competitive benefits including medical, dental, vision, life, disability, Employee Assistance Program, Flexible Spending Account, Group Accident, Critical Illness, Pet Insurance, Identity Protection Program and long-term care
  • Excellent 401(k) plan with company match
  • Paid time off (PTO) and Holidays
  • Paid voluntary time off (VTO) day
  • Wellness programs
  • Monthly educational sessions for employees
  • A knowledgeable, high-achieving, experienced, and fun team
  • A diverse work atmosphere

Applicant Tracking System Keywords

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

Hard skills
financial analysisbusiness analysisdata analysisMicrosoft ExcelVLOOKUPIndex functionIf statementsconditional formattingdata integrityreporting
Soft skills
detail-orientedhighly organizedmulti-taskingmanaging prioritiescommunication skillsindependent workinitiativecooperationfast-paced environmentanalytical aptitude