Salary
💰 $60,000 - $70,000 per year
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).