Senior Financial Analyst

Role Overview

• Conduct in-depth financial analysis, including forecasting, budgeting, and variance analysis to support strategic decision-making.
• Prepare the annual budget and regularly monitor budget adherence, identifying areas for cost optimization.
• Develop and maintain financial models and forecasts to predict future financial performance and support business decisions.
• Develop and maintain key performance indicators (KPIs) to assess the company's financial health and performance.
• Analyze market trends, industry benchmarks, and competitive landscape to provide recommendations for strategic financial planning.
• Provide comprehensive financial models and projections for mergers and acquisitions and other investment opportunities.
• Identify financial risks and recommend strategies for risk mitigation to safeguard the company's financial stability.
• Prepare and present clear and concise financial reports to senior management, offering insights into financial trends and opportunities for improvement.
• Collaborate with cross-functional teams to gather insights, support decision-making, and drive financial best practices across the organization
• Have a solid awareness of the financial impact of business decisions across the organization, preparing reports and analyses as we plan for growth.
• Assist the Controller and CFO with strategic financial planning and decision-making.
• Serve as backup in performing daily bank reconciliation process for trust accounts
• Assist Controller with internal and external audits
• Provide support for month end close as needed

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field, CPA preferred
• Minimum of 5-7 years of experience in financial analysis, preferably in a senior role.
• Strong proficiency in financial modeling and data analysis, with advanced skills in Microsoft Excel and other data analysis tools
• Knowledge of financial and CRM software and systems preferred (e.g. QuickBooks, UKG, Salesforce).
• Solid understanding of US GAAP and its application to SaaS companies.
• Excellent communication skills with the ability to present complex financial information to non-financial stakeholders.
• Proven ability to meet deadlines and manage multiple projects simultaneously.
• Proven track record of delivering high-quality financial analysis and insights.
• Expertise in budgeting and accurate forecasting.
• Proficient in creating financial models.
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Excellent time management and organizational skills.

Benefits

• Competitive medical, dental, and vision plans
• 100% employer-paid basic life insurance, short term disability, and employee assistance programs
• 401(k) traditional and Roth plans with Employer Match
• Generous PTO, bonus, and stock options
• $400 office equipment reimbursement
• $300/year fitness reimbursement
• Internet reimbursement
• Paid professional development & tuition reimbursement
• Generous referral bonuses
• Paid parental leave
• Remote-friendly work environment
• Paid sabbatical leave program