Senior Financial Analyst

📋 Description

• Perform financial analysis and forecasting to aid business decision-making and establish both short-term and long-term financial objectives for the company.

• Carry out weekly and monthly assessments to evaluate the success of financial plans and adjust strategies to achieve financial targets.

• Collaborate with cross-functional teams, such as Operations and Marketing, to devise monthly strategies and develop quarterly and annual plans.

• Create and enhance financial models to project revenue, expenses, and capital needs.

• Assist in the quarterly and annual budgeting, revenue forecasting, and financial review processes.

• Work on optimizing and analyzing income statements, balance sheets, budgets, and forecasts.

• Prepare and present accurate monthly financial reporting packages, dashboards, activity reports, and Budget vs. Actuals across all cost centers.

• Maintain and enhance FP&A processes to ensure they align with and integrate into the company’s ERP system.

• Conduct in-depth financial analysis and offer actionable recommendations to support decision-making at both departmental and company levels.

• Advise and consult with cross-functional teams to evaluate financial risks, opportunities, and strategies.

• Meet with department heads to review variances between budget and actuals and strategize for upcoming forecasts.

• Develop and maintain rolling forecasts for 12 to 36 months.

• Work with senior management to ensure financial planning aligns with company goals.

• Analyze monthly, quarterly, and annual financial results, providing insights into trends, risks, and opportunities.

• Investigate and assist in resolving budget deviations and discrepancies in financial data.

• Ensure compliance with all confidentiality and regulatory standards.

• Establish procedures or implement processes related to financial reporting or forecasting.

⛳️ Requirements

• Bachelor's Degree in Finance, Accounting, Business, or a related field, or equivalent professional experience.

• Over 4 years of experience in FP&A, particularly within SaaS or rapidly growing technology firms.

• Capability to analyze revenue streams, gross margin rates, and product profitability to formulate forward-looking strategies and identify opportunities.

• Strong grasp of 3-statement financial models and their interrelationships.

• Familiarity with NRR and GRR metrics, including trailing twelve-month and cohort analysis.

• Advanced expertise in financial modeling, budgeting software, and financial reporting tools; experience with Planful, Claude, and PowerBI is a significant advantage.

• Exceptional analytical, problem-solving, and critical-thinking abilities.

• Proven capacity to thrive in a fast-paced environment and manage multiple priorities effectively.

• Highly motivated self-starter, able to work independently and develop processes from the ground up or with minimal guidance.

• Understanding of month-end closing processes.

• Extensive experience in constructing complex financial models, budgets, and reporting packages.

• Ability to provide financial recommendations aimed at increasing revenue and improving profitability.

• Proficiency in Excel functions and formulas to enhance efficiency and generate business insights.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible working arrangements to promote work-life balance.

• Engaging company culture that values teamwork and innovation.