bswift

FP&A Analyst

bswift

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $60,000 - $70,000 per year

Job Level

JuniorMid-Level

Tech Stack

Oracle

About the role

  • Support the annual budgeting and rolling forecast process.
  • Prepare monthly financial reporting, including commentary and recommendations for the leadership team.
  • Conduct variance analysis by comparing actual results to budget/forecast, identify drivers of performance, and recommend corrective actions.
  • Coordinate with accounting to ensure accuracy of financial information.
  • Partner with business leaders on activities related to the FP&A team.
  • Review results and provide decision-support insights for investments or cost-savings initiatives.
  • Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting.
  • Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively.
  • Build strong relationships with stakeholders through effective communication.
  • Partner with Sales to build financial models and review pricing for new business and renewals.
  • Review quarterly SLA and Bad Debt reserves.
  • Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed.
  • Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions.
  • Produce detailed reporting and analysis used by the executive team, investors, and lenders.

Requirements

  • Bachelor’s degree in Finance or Accounting.
  • 2+ years of progressive responsibility in financial analysis.
  • Experience performing variance analysis and presenting insights to leadership.
  • Working knowledge of Generally Accepted Accounting Principles (GAAP).
  • Solid financial modeling skills and advanced Excel proficiency.
  • Collaborative business partner, adept at building cross-functional relationships.
  • Ability to thrive in a fast-paced, high-growth company.
  • Experience working for SaaS companies (preferred).
  • Experience with NetSuite and Oracle PBCS (preferred).
  • Experience working within a Private Equity ownership structure (preferred).
  • Demonstrated high ethical standards (preferred).
  • Influential, collaborative, and a strong relationship builder (preferred).
  • Demonstrates urgency, resourcefulness, and drive; a true self-starter (preferred).
  • Team-oriented mindset (preferred).
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