Sr. Analyst, Financial Planning & Analysis (FP&A)

Description

Fusion’s FP&A team is a business-critical, highly visible function that supports all aspects of the Company’s financial strategy and operations. This is a growing team within Fusion and provides valuable business partnering and financial insights to the Fusion Leadership Team as well as supports key company and Board-level strategic initiatives.

 

The Sr. Analyst, FP&A will be highly visible within the organization and will lead the Company’s business partnering and financial metrics management efforts. We are looking for someone who is detail-oriented, self-motivated and a demonstrated creative problem solver with a proven ability to successfully manage multiple streams of work in a dynamic business environment.

 

Responsibilities of this position include:

  • Drive monthly forecasting efforts, including Sales, P&L, Balance Sheet and Cash Flow forecasting, and measure performance vs. annual budgets
  • Own the monthly KPIs reporting process, including definition, measurement, tracking and reporting of key valuation and functional metrics
  • Facilitate preparation of monthly management presentations, identifying and summarizing keys trends and variance analysis for Leadership consumption
  • Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans and operating forecasts
  • Support creation of monthly and quarterly Board of Directors, Investor and Lender Presentations, as well as support any strategic initiatives related to the business
  • Perform ad-hoc financial and operational analysis at multiple levels of complexity, including ROI, cost analysis, sales pipeline analysis and investment analysis
  • Lead and coordinate annual planning activities for the Company; collaborate with senior members of the Leadership team to set, drive and manage the Planning process
  • Support the Sales & Marketing teams in areas such as vendor contract reviews, strategic deal support and project management
  • Support the Product Management team in key strategic areas such as product planning and business case management
  • Lead the implementation of a FP&A tool to drive improved efficiency and accuracy within the monthly FP&A close and forecasting processes

Requirements

Knowledge, Skills, and Abilities (Required)

  • BS or BBA Degree in Finance, Accounting, or a related field (MBA Degree a plus)
  • 4+ years of experience in related field (financial planning/analysis, budgeting & forecasting, finance, etc.)
  • In-depth understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis
  • Strong strategic skills, with the proven ability to identify and assess key points, implications and recommendations
  • Demonstrated ability to manage multiple competing priorities and drive projects to completion
  • Demonstrated ability to influence decisions through effective verbal and written communication, logical reasoning and the presentation of alternatives
  • Strong to advanced knowledge of Microsoft Excel and PowerPoint

 

Knowledge, Skills, and Abilities (Preferred)

  • Experience/expertise with financial systems, including financial planning tools (e.g., Adaptive Insights, etc.) preferred
  • Experience with Salesforce CRM preferred
  • Experience in software/cloud delivery industry preferred

 

Fusion Risk Management, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

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Location

You can't beat the location! Our building is connected to Oglivie Station and is across the street from the Madison St. exit of Union Station.

An Insider's view of Fusion Risk Management

How would you describe the company’s work-life balance?

Fusion puts its employees and their wellness at the forefront by providing several ways to help maintain a great work-life balance. My personal favorites have to be the flexible work schedule and Summer Fridays. With initiatives like Fusion Cares, I also have the option to spend up to 12 hours of work time giving back to the the community.

Riddhi

Solution Architect

What does your typical day look like?

My days are dynamic, with each day presenting unique challenges and opportunities. One minute I may be attending a recurring SCRUM meeting within one of our engineering teams, the next, I might be focused on developing a cross-functional process designed to scale with the organization. Working at Fusion is both as invigorating as it is challenging!

Tom

Manager, Product Engineering

How does the company support your career growth?

Fusion provided me with multiple opportunities to learn and cultivate new skills and continues to support my growth at a professional and personal level. Fusion offers a fun, dynamic environment, that has allowed me to explore challenging assignments to expand my skill set and play a pivotal role for the rapid growth of the company.

Ramya

Solutions Manager

How do you empower your team to be more creative?

Collaboration and team brainstorming sessions are key when it comes to empowering creativity. Open and transparent lines of communication with your teams provides them with the flexibility to share ideas and gather feedback on their projects. Lastly, always celebrate the wins, even if they are small.

Shannon

Vice President, Marketing

How do you collaborate with other teams in the company?

I am fortunate to have an amazing team that I can completely depend on. This allows me to collaborate with other teams much more than I would be able to otherwise. I am amazed at how much change I can affect here at Fusion.

Mike

Vice President, Customer Success

What are Fusion Risk Management Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Open door policy
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Flexible Work Schedule
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Stocked Kitchen
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Cross functional training encouraged
We allow our employees to participate in tours of duty within other parts of the organization to build their skills
Promote from within
Paid industry certifications
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