Senior Financial Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Contribute to annual planning and facilitate monthly forecasting at both entity and consolidated levels, including intercompany eliminations.

• Develop and sustain driver-based rolling forecasts for 12–18 months and 13-week cash flow projections.

• Create, report, and benchmark essential corporate operational metrics on a weekly, monthly, and quarterly basis.

• Take ownership of revenue forecasting and margin reporting at project, engagement, client, and entity levels.

• Analyze discrepancies between actual and anticipated results and provide valuable insights.

• Establish and maintain performance metrics such as revenue retention, churn, renewal and expansion rates, bookings-to-revenue conversion, deferred revenue, and backlog.

• Generate services and project-level margin reports that include delivery gross margin, utilization, realization, bill rate versus cost rate, and cost-to-serve.

• Collaborate with Sales leadership on modeling and analyzing sales efficiency.

• Prepare monthly and quarterly reporting packages for boards, sponsors, and lenders, including KPI reporting and tracking of debt covenant compliance.

• Lead ongoing analysis of revenue, profitability, sales pipeline, and delivery capacity.

• Monitor post-close synergy realization and incorporate acquired entities into the budget, forecast, and reporting framework.

• Work alongside Accounting on opening balance sheets, purchase accounting, chart of accounts, and cost-center harmonization.

• Establish rigorous finance data practices and ensure a single source of truth across ERP, CRM, and project accounting systems.

• Document and enforce consistent metric definitions while tracking forecast accuracy.

• Create self-service dashboards for leadership.

• Conduct ad-hoc analyses, financial modeling, and special projects.

⛳️ Requirements

• 5–8 years of relevant experience in financial planning and analysis.

• Strong quantitative and qualitative analytical skills.

• Preference for experience in a private equity-backed, multi-entity, or acquisitive environment.

• Experience in a professional services or project-based business, particularly with subscription or recurring revenue models, is highly preferred.

• Capability to manage large volumes of data and convert results into meaningful metrics and actionable recommendations.

• Ability to distill financials and KPIs into straightforward business terms and craft actionable narratives from conclusions.

• Strong business acumen with the ability to analyze key performance drivers and propose actionable strategies.

• Advanced Excel proficiency, including the ability to create and maintain three-statement, consolidation, and scenario models.

• Working proficiency with an ERP system, Salesforce CRM, and a project accounting or PSA system.

• Familiarity with BI tools (Power BI or Tableau) and SQL is a plus.

• Proficient in utilizing AI tools to enhance analysis.

• Proven track record of initiative and results delivery.

• Ability to investigate root causes and question assumptions using data.

• Unwavering integrity with numerical data.

• Strong professional presence with the ability to confidently present to stakeholders.

• Low ego and hands-on approach; comfortable in a lean, dynamic, and rapidly changing environment.

• Excellent organizational skills and meticulous attention to detail.

• Bachelor's degree in Accounting, Finance, or a related field is required.

• A background check will be required.

🏝️ Benefits

• 401K with employer match.

• Health Insurance benefits provided.

• 6 weeks of PTO per year.

• Remote full-time, exempt position.