Financial Analyst

Role Overview

This is an exempt role and is a member of the Finance Department reporting directly to the Vice President, Financial Planning & Analysis. Key responsibilities include recurring revenue forecast model, non-recurring/project revenue forecast, customer profitability, variance analysis, monthly board reporting, and ad hoc requests.

What You Will Do

Recurring Revenue Forecast Model, Monthly mechanics — data refresh, reconciling the model. Non-Recurring / Project Revenue Forecast, Pulls bookings/backlog data and tracks actual vs. planned install dates once trained on the source data.

Why It Might Be a Fit

The ideal candidate will have a Bachelor’s degree in Finance, Business or equivalent, minimum of one year of financial analysis experience, and intermediate to advanced level Excel skills.

Requirements

• Bachelor’s degree in Finance, Business or equivalent
• Minimum of one year of financial analysis experience
• Intermediate to advanced level Excel skills

Benefits

• Medical and Prescription options
• Dental, Orthodontics and Vision Plans
• Rich HSA company-funded options and Flexible Spending accounts
• 100% Company paid premiums for Short Term Disability
• Life and Accidental Death and Dismemberment insurance Plan options
• Supplemental Insurance Plan options
• 401(k) Profit-Sharing Retirement plan
• Flexible Paid Time Off after 60 days of employment
• Paid Holidays