Strategic Financial Analyst

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

📋 Description

• Assist in the creation and upkeep of annual budgets and ongoing forecasts.

• Perform variance analysis between budgeted and actual figures and aid in profitability assessments throughout the organization.

• Develop and maintain financial models to inform business decisions, including scenario and sensitivity analyses, particularly leveraging AI tools.

• Contribute data sets and analyses to materials for board and executive reporting.

• Analyze gross margins by product, segment, and customer group, identifying trends and opportunities for margin enhancement.

• Aid in pricing strategy development and conduct annual price increase analyses, modeling impacts across customer segments and product categories.

• Collaborate with Billing and Revenue Operations to verify pricing and margin information.

• Assist in the monthly and quarterly calculations of commissions for Sales, Partner, and Operations teams, including quality control measures.

• Ensure the accuracy of commission-related data such as bookings, quotas, and contract terms.

• Investigate and resolve any discrepancies in commission calculations.

• Collaborate on data and systems that support business intelligence, recurring reporting, and analysis.

• Automate regular deliverables such as commission calculations.

• Contribute to the development of the company-wide data warehouse infrastructure.

• Document the business logic behind recurring finance calculations.

• Build or maintain dashboards and reporting views.

• Identify upstream data quality issues and coordinate with relevant teams for resolution.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• 1–3 years of demonstrated experience as a Financial Analyst or in a related FP&A, accounting, or business analysis position.

• Proficient in Excel, including advanced formulas and financial modeling techniques.

• Basic knowledge of SQL and a desire to expand that knowledge.

• Strong analytical capabilities and comfort in working with large and sometimes imperfect data sets.

• Ability to clearly present financial data through reports, charts, and summaries for both financial and non-financial stakeholders.

• Practical experience with financial or ERP systems.

• Strong personal accountability for accuracy, especially with recurring deliverables impacting employee compensation.

• Preferred: Experience in a SaaS or subscription-based business model.

• Preferred: Familiarity with NetSuite or a similar ERP system.

• Preferred: Experience with cloud data warehouse platforms (e.g., Snowflake) or BI/reporting tools (e.g., Power BI).

• Preferred: Prior experience with sales commission calculations, gross margin analysis, or pricing analysis.

🏝️ Benefits

• Comprehensive medical, dental, and vision plans.

• 401K plan with company matching.

• Flexible work schedule and paid time off.

• Enjoy your birthday off.

• Regular team-building events.

• Exceptional training and development opportunities.

• Variable compensation options.