Work with functional department teams to prepare forecasts including short-term projections, annual budgets, and long-range plans
Monitor Daily bookings and revenue against forecasts
Business partnering with sales, marketing and sales operations teams to drive company performance
Consolidating business results for corporate reporting
Commission calculations for sales team
Provide comparison of forecast results versus actual results along with analysis of deviations from forecast/budget
Prepare journal entries at month-end to ensure accurate financial results
Develop and manage KPI’s and metrics as determined by leadership
Gather and maintain relevant historical financial reports by compiling data from multiple sources and presenting it in the most useful way
Participate in the annual budget process at the direction of Finance leadership, including the CFO
Perform ad hoc analysis as requested by Finance/Accounting leadership, including the CFO

Minimum of a Bachelor’s Degree in Finance or Accounting
Professional Finance and Accounting experience preferred
Detail oriented and focused on providing accurate and relevant information and analysis
Strong organizational skills along with the ability to efficiently manage multiple projects simultaneously
The capability to process large amounts of data in a manner that leads to the ability to efficiently analyze that data
The ability to search tables within databases to extract information relevant to job duties
Keen analytic, organization and problem-solving skills which allows for strategic data interpretation; ability to identify patterns and trends
Capable of identifying problems or errors in data as well as discovering the root cause of those problems or errors
The ability to work independently, as well as part of a team, and the understanding to know when issues need to be escalated
Maintain strict confidentiality of forecasts and/or results
Excel Expertise required
NetSuite, Salesforce, Power BI, OneStream preferred

Financial Analyst

Key skills