Financial Analyst

The primary focus of this position is to support the business with ongoing reporting and analytics, and to equip leadership with key insights and forecasts for critical decision-making. This includes maintenance and development of existing financial models and systems, supporting the annual budget cycle, and providing analysis on financial trends and areas for process efficiency. This role will include exposure to various departments of the business and will partner closely with the Finance Manager to provide management with actionable insights.

Core Responsibilities:

Financial Reporting & Analysis (25%)

• Maintain and improve recurring financial reports on a weekly and monthly cadence, including forecasts, budget-to-actuals, and management reporting packages
• Partner with Accounting for month-end close accuracy and timely reporting
• Prepare commentary and analysis to support presentation of financial results and forecasts to internal and external leadership
• Support ad hoc data requests, scenario analyses, and special projects as assigned by the Finance Manager

Forecast & Modeling Development (25%)

• Maintain existing financial models, including revenue, headcount, cash flow and other miscellaneous forecasting models
• Partner with Finance Manager in new financial model development and improvements to existing models

Systems, Data & Process (25%)

• Pull, reconcile, and analyze data from NetSuite, Salesforce, Paylocity, and other systems to support accurate and timely reporting
• Identify and flag opportunities to improve reporting efficiency and automation to reduce manual effort in recurring financial processes

Business Partnership & Decision Support (15%)

• Perform budget vs. actual variance analyses with written commentary to support financial reviews and decision making
• Prepare and distribute ad hoc requests for reports and analyses from various business partners

Financial Planning & Budgeting (10%)

• Support the annual budget and monthly forecast processes through data consolidation, model building and maintenance, and trend analysis
• Prepare commentary and analysis to support presentation of consolidated budget to internal and external leadership

Role Boundaries & Interfaces Internal Interfaces:

• Finance Manager, Accounting, internal leadership, and various business partners/departments across the organization External Interfaces: External leadership
• Decision-Making Authority: Maintain and improve recurring financial reports, pull and reconcile system data, perform variance analyses, and prepare ad hoc reports independently
• Escalation Points: Finance Manager for special projects, new financial model development, and overall strategic direction

Success Metrics / KPIs:

• Accurate and timely weekly and monthly financial reporting, forecasts, and budget-to-actuals
• Successful maintenance and development of financial, revenue, headcount, and cash flow models
• Improved reporting efficiency and automation to reduce manual effort in recurring financial processes
• Timely delivery of ad hoc data requests, scenario analyses, and variance analyses with actionable commentary
• Seamless execution and support of the annual budget and monthly forecast processes