Trace3

Senior Financial Analyst

Trace3

full-time

Posted on:

Origin:  • 🇺🇸 United States • California

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Salary

💰 $97,000 - $100,000 per year

Job Level

Senior

About the role

  • First point of contact on finance related matters for Services business and related
  • Assist in development and monitoring of annual budgets, monthly forecasts, and all supporting financial analytics including monthly internal reporting and financial variance explanations
  • Manage and monitor P&Ls and KPIs related to the business
  • Regularly meet with Service Practice leaders to review and discuss monthly results for both revenue and expenses and provide support for maintaining positive financial control
  • Work closely with the accounting team to ensure timely and accurate financial closes
  • Prepare monthly variance analysis on the full P&L including gathering and preparing commentary around the business reasons behind variances to forecast and budget
  • Monitor and review material details related to deals and projects; escalate deals with special terms and conditions to the Finance Director
  • Bring forward opportunities for improving processes and automating reporting
  • Perform other duties and ad hoc reporting as requested by the supervisor

Requirements

  • Bachelor's Degree in Finance, Accounting or a related major is required
  • Minimum of 5 years of relevant work experience in finance/accounting, particularly in a PE-backed company
  • Experience supporting an Enterprise level Professional Services organization is a must
  • OEM experience a strong plus
  • Advanced knowledge of Microsoft Excel required
  • Experience with Workday Adaptive Planning
  • Experience with NetSuite
  • Experience with Power BI
  • Professional Services Automation (PSA) tool experience a plus
  • Excellent oral, written communication and presentation skills
  • Outstanding analytical skills and a proven ability to connect data analysis with business issues
  • Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment
  • Ability to approach requests with a proactive and consultative manner; listen and understand user requests and needs
  • Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment
  • Frequent travel by air or car will be required
  • Ability to perform light physical exertion, occasional lifting/moving of items up to 25 pounds; hearing, speech, and specific vision abilities required