Senior Financial Analyst – Revenue Planning, Financial Reporting

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

📋 Description

• Assist a Finance organization by evaluating financial performance, consolidating data, pinpointing revenue and expense discrepancies, and aiding in monthly financial reporting and closing activities.

• Work with extensive and intricate datasets, primarily utilizing advanced Excel features to create reports, spot trends, and deliver financial insights for strategic business decisions.

• Collect, consolidate, and analyze financial and revenue data from various sources.

• Conduct financial analysis to uncover trends, discrepancies, risks, and opportunities.

• Facilitate monthly financial reporting and month-end closing activities, ensuring the accuracy and timeliness of financial information.

• Utilize PivotTables, Power Pivot, CUBE functions (CUBEMEMBER and CUBEVALUE), and sophisticated formulas to analyze datasets and create reporting solutions.

• Develop and maintain spreadsheets, financial reports, charts, and visualizations.

• Examine revenue, expenses, forecasts, and financial performance to identify business drivers and clarify variances.

• Extract, combine, reconcile, and validate datasets using financial data platforms and reporting tools.

• Convert complex financial information into clear insights and recommendations for stakeholders and leadership.

• Collaborate with cross-functional teams to gather information, challenge assumptions, and support financial planning and decision-making.

• Identify opportunities to simplify, streamline, and automate financial reporting processes.

• Independently manage competing priorities while ensuring accuracy, attention to detail, and timely delivery of financial outputs.

⛳️ Requirements

• Over 10 years of experience in financial analysis, accounting, financial reporting, or a related finance field.

• Exceptional advanced Microsoft Excel skills, including proficiency with complex datasets, PivotTables, Power Pivot, and advanced Excel functions.

• Strong experience in conducting financial analysis, revenue analysis, and recognizing and explaining financial variances.

• Experience in consolidating, reconciling, and interpreting financial information from multiple data sources.

• Capability to analyze business trends and assist in forecasting revenue, expenses, and financial performance.

• Strong analytical, quantitative, and critical-thinking skills with a keen attention to detail.

• Excellent verbal and written communication skills, with the ability to present complex financial information in a clear manner.

• Strong collaboration and stakeholder management abilities, with a proven capacity to work effectively across teams.

• Ability to work independently, prioritize tasks, and meet deadlines, especially during month-end close cycles.

• Demonstrated interest in simplifying processes, enhancing reporting efficiency, and discovering opportunities for automation.

• Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint.

• Preferred: Previous experience in supporting large enterprise Finance organizations.

• Preferred: Prior experience working with Microsoft revenue data, Services Finance, or FinHub.

• Preferred: Experience assisting in financial reporting and month-end close processes within a complex business setting.

• Preferred: Familiarity with financial data platforms, reporting systems, and enterprise financial tools.

• Preferred: Experience employing AI-enabled solutions or automation to enhance financial workflows and operational efficiency.

• Preferred: Experience in developing financial reporting models, dashboards, and analytical reports.

• Preferred: Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.

• Preferred: Advanced degree in Finance, Accounting, or a related discipline.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Flexible Spending Account (FSA).

• 401(k) retirement plan.

• Competitive paid time off.

• Parental leave.

• Opportunities for professional growth and development.