Murdock Martell

Financial Planning and Analysis

• Financial modeling and forecasting
• Maintain and update the company’s financial model in Adaptive Insights
• Own headcount planning for existing and planned roles
• Maintain bookings data, customer revenue, and customer collections
• Forecast vendor expenses, depreciation, and capital expenditures
• Partner closely with cross functional teams to gather inputs and keep the model current as the business evolves
• Monthly close and reporting
• Update actuals in Adaptive once Accounting closes each month
• Run and manage NetSuite integrations into Adaptive
• Use reporting from Salesforce for detailed bookings data and contract tracking
• Use ADP reporting for headcount and workforce related reporting
• Troubleshoot integration or data issues as they arise
• Review forecasts post close to ensure accuracy and reasonableness
• Prepare monthly reporting packages for the CEO and COO, including performance versus plan and variance explanations
• Provide quarterly budget versus actuals reports to departmental budget owners, including clear explanations of variances
• Prepare financial slides and supporting analysis for the quarterly Board of Directors deck
• Support quarterly reporting to external investors and the company’s bank to ensure ongoing compliance
• Build scenario models to support leadership decision making
• Create Excel based models to help leadership understand the financial implications of potential initiatives or changes

Financial Analyst