Financial Analyst

This is a fully remote position, open to applicants in Alabama, +16 more states.

📋 Description

• Consolidate and evaluate financial data, encompassing budgets and income statement projections.

• Create monthly and quarterly management reports along with ad hoc analyses.

• Conduct analysis of monthly and quarterly sales commission compensation.

• Engage in monthly forecasting and the annual budgeting process.

• Examine financial outcomes, key performance indicators, and profitability by product line.

• Manage order form calculation tools utilized by the sales team.

• Reconcile transactions by verifying and amending data as necessary.

• Maintain essential data tables for financial and operational metrics.

• Propel process enhancements and policy development initiatives.

• Collaborate with Product and Partnerships teams to construct economic opportunity models for buy-build-partner strategies.

• Confirm market size and internal revenue, expense, and growth assumptions.

• Assist in data-cleanup and fact-finding efforts.

• Validate and unify sources of truth for data and financial transactions.

• Provide financial analysis and recommendations to cross-functional business teams.

• Support M&A and capital markets projects as required.

• Report directly to the Director of Financial Planning & Analysis.

• Work in tandem with the Sr. Financial Analyst, Director of FP&A, CFO, and the leadership team.

⛳️ Requirements

• A minimum of a bachelor’s degree.

• 2–3 years of relevant experience in a SaaS environment.

• Complete mastery of Google Workspace and Microsoft Office Suite.

• Advanced skills in Microsoft Excel.

• Basic foundational experience with MS Power BI, PowerPivot, and DAX is advantageous.

• Familiarity with CRM systems, ideally Salesforce.com, Staxbill, and Sage Intacct.

• Career advancement in corporate finance, investment banking, corporate development, or strategy divisions.

• Working knowledge of GAAP and corporate finance principles.

• Capability to manage extensive data sets from multiple sources.

• Proficiency in presenting data and analyses to senior management.

• Ability to distill complex data into clear messages and presentations.

• Experience in leading a project from problem identification to C-level deliverable.

• Skill in interpreting internal customer needs and guiding them to optimal solutions.

• Capacity to thrive under pressure with tight deadlines.

• Ability to function effectively in a fast-paced, dynamic environment.

• Capability to work independently in a fully remote setup.

• Must be a motivated self-starter.

• Must be a collaborative team player with a positive demeanor.

• Legally authorized to work in the United States.

• Must indicate whether employment visa sponsorship is necessary.

🏝️ Benefits

• Remote First.

• Paid Time Off.

• 11 Paid Holidays.

• Year-end holiday break.

• Health insurance.

• Dental insurance.

• Vision insurance.

• HSA/FSA.

• 401K with Company Match.

• Disability insurance.

• Life insurance.

• Employee Assistance Program.

• Paid Parental Leave.

• Opportunities for career growth.

• Equal employment opportunity and nondiscrimination protections.