Senior Financial Analyst

Role Overview

As a Senior Financial Analyst, you will play an integral part in the development of the annual operating sales and marketing budget and the associated tracking of performance against plan throughout the year. You will also help develop and own both revenue and expense forecast models for the company’s various business lines.

What You Will Do

You will review and develop annual sales and marketing budgets and targets, prepare and review financial variances, reconcile transactions, and provide information to management by compiling and summarizing data.

Why It Might Be a Fit

You will work intimately with the Finance Manager and executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis.

Requirements

• Experience in financial modeling, business analysis, FP&A, business integration, analytics
• Excellent MS Office skills, specifically MS Word and MS Excel
• Advanced experience working with a corporate budgeting process
• Strong analytical and problem-solving skills
• Good communication skills (verbal, written and listening)
• Ability to switch from complex to routine tasks when required
• Experience using SageIntacct or other similar ERP’s
• Thorough understanding or recurring and subscription revenue models (SAAS experience required)
• Experience creating financial models, including use of database manipulation
• Familiarity with using Claude for Analysis and complex excel models
• Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries
• Bachelor’s degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred