Financial Analyst

Liaison

Financial Analyst partnering with teams to drive profitability and improve operational efficiency at Liaison International. Leveraging FP&A best practices for insightful financial analysis and recommendations.

Posted 7/29/2026full-time🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, modeling, and reporting, with a strong focus on improving FP&A processes and leveraging technology for enhanced productivity. Proven ability to communicate insights and collaborate with senior leaders to drive strategic decision-making.

Highest-signal resume keywords

Financial AnalysisAdvanced MS Excel SkillsM&A ExperienceFinancial ModelingQuantitative Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PrinciplesFinancial StatementsBusiness Performance MetricsBudgetingForecastingVariance AnalysisSaaS MetricsKPI DevelopmentData AnalysisFinancial Reporting

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsInitiativeContinuous Improvement Mindset

Tools & Technologies

Vena SolutionsGreat Plains DynamicsSalesforceAI Technology

Certifications & Qualifications

MBACPA

Industry Keywords

High TechPrivate EquityFP&AFinancial SystemsOperational Performance

About the role

Key responsibilities & impact

A key participant in the creation of the company’s annual operating plan that will provide management with analytical tools to establish goals and measure performance of the Company.
Analyze and communicate historical and forecasted financial and operational performance, identifying key trends, variances, opportunities, and risks for senior management.
Lead or support quarterly forecasting processes, including the income statement, balance sheet, cash flow, headcount, and other key financial and operating metrics.
Prepare monthly, quarterly, and annual budget-to-actual analyses, investigate significant variances, and work with business leaders to understand drivers and identify corrective actions.
Coordinate monthly expense and forecast reviews with assigned departments, partnering with budget owners to improve financial visibility, accountability, and performance.
Assists in preparations of presentations for Company board meetings, company meetings, and monthly/quarterly management meetings.
Assists in analyzing and reporting on the Company’s SaaS and services metrics, including recurring revenue, bookings, retention, churn, customer acquisition, gross margin, utilization, services revenue, and operating expenses.
Improve the efficiency, accuracy, and scalability of FP&A processes and management reporting.
Support M&A activities, including financial analysis, modeling, due diligence, valuation analysis, and integration-related projects as needed.
Identify opportunities to leverage technology, including AI and automation, to improve financial analysis and productivity.
Perform ad hoc financial and strategic analysis to support management decision-making and other high-priority company initiatives.

Requirements

What you’ll need

A BS degree in Finance or Accounting
3-5 years of progressive accounting / finance background in a rapidly growing High Tech or Private Equity environment with an emphasis on financial systems, KPIs, and modeling
Strong understanding of financial principles, financial statements, business performance metrics, and quantitative analysis
Advanced MS Excel skills are required with overall strong modeling capabilities
Demonstrated ability to partner effectively with senior leaders and cross-functional teams
Excellent analytical and problem-solving skills, with the ability to translate complex data into clear business insights and actionable recommendations
Comfortable in an environment with change. Rapid change cannot become a frustration – rather, an opportunity for constant and never-ending improvement
Excellent oral and written communication skills are essential
Demonstrated initiative, strong work ethic, and a continuous-improvement mindset with strong emphasis on intellectual curiosity
Vena Solutions, Great Plains Dynamics software and Salesforce/CRM experience, a plus
Experience with leveraging AI in existing processes, a plus
M&A Experience, a plus
An MBA or CPA will be a plus.

Benefits

Comp & perks

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