Description

The Financial Analyst is a key position supporting our fast-growing SaaS business. Initial responsibilities include performing financial analytics and reporting and working with a cross-functional team to enhance and create key performance indicators (“KPIs”) and reporting for the business including both financial and non-financial information. The position will have significant interaction with executives and business managers. This position will report to the Manager of FP&A.

Responsibilities

• Work with a cross-functional team to help enhance & create KPIs and reporting packages using both financial and operational-based metrics
• Assist in developing new SaaS business metrics that help drive business success
• Work with existing processes and systems and recommend enhancements, changes, or new systems to support SaaS KPIs and reporting
• Perform variance and trend analysis between actual, budgeted, and forecasted targets for our business
• Provide information to management by assembling and summarizing data, preparing reports, making presentations of findings, analyses, and recommendations
• Maintain and improve the financial forecast model that incorporates current data and any relevant functional input
• Support various business segments by working closely with management and operations personnel to proactively identify and communicate risks to drive cost management improvements and ensure established targets meet economic goals of the company
• Work as the liaison of financial data by collaborating with the general accounting team and cost owners to understand future, current and past trends in key performance indicators
• Contribute to the month-end close process and aid in the preparation of the monthly financial package that is presented to executive management
• Contribute to the analysis and calculation of monthly commissions working closely with the sales organization
• Other duties and ad hoc analysis as needed

Qualifications

• Bachelor’s Degree in Business Administration, Finance, or Accounting; CPA or MBA preferred
• 1-3 years minimum experience in financial planning and analysis or an equivalent combination of education and experience. SaaS or communications software experience a plus.
• Advanced knowledge of Microsoft Excel required (VLOOKUP, SUMIF, Pivot, Macros)
• Strong analytical, problem solving & organizational skills
• Excellent verbal and written communication skills
• Ability to multi-task and work in a challenging fast paced environment
• Maturity, professionalism, and ability to maintain confidential information
• Strong work ethic
• Independent worker and analytical thinker with ability to conduct research, analyze data, and resolve complex problems
• Flexibility and willingness to work on a broad variety of matters
• SaaS or software company experience preferred
• NetSuite experience is a plus
• Salesforce.com experience is a plus
• Power BI experience is a plus