Act as a trusted advisor to senior management and challenge the business with forward thinking approaches to accelerate growth, enhance operational efficiency, and increase profitability including:
ROI analysis
Investment prioritization
Scenario planning/modeling
Operational analysis
Developing and refining meaningful management reporting
Preparing business recommendations based on financial analysis
Assist in development of regular financial forecasts that incorporate current business trends and strategies
Driving continuous improvement in report and analysis automation
Taking initiative and working independently to conduct special studies to analyze complex financial data
Completing internal process review, documenting internal processes and providing recommendations for improved productivity and/or cost savings.

5+ years of experience in FP&A, corporate finance, strategic finance, or financial analysis roles
Strong understanding of finance and accounting principles. SaaS industry experience preferred.
Must have a working knowledge of balance sheet, income statement, cash flow, working capital analysis
Experience building financial models, forecasts, budgets, and KPI reporting
Advanced PowerPoint and Excel skills including financial modeling and data analysis
Strong analytical and problem-solving skills with the ability to interpret complex financial data
Excellent written and verbal communication skills with the ability to influence stakeholders across the business
Ability to manage multiple priorities in a fast-paced environment
Experience improving reporting automation or finance processes
Experience with financial planning or BI tools such as NetSuite, Power BI, Tableau, or Adaptive Planning
Bachelor’s degree in Finance, Accounting, Economics, Business, or related field. MBA Preferred

401k Match: Match 200% of contributions up to the first 5% of salary, resulting in a total potential match of 10%.
Medical, Dental, and Vision Coverage: Patch My PC covers 99% of premiums for both team members and dependents.
FSA/HSA.
Fertility benefits.
Parental leave.
Paid-time off (PTO).
Volunteer leave.
Charitable donation matching.
Tuition reimbursement.
Gym membership reimbursement.
Internet stipend.
Pet insurance.

Financial Analyst, FP&A

Key skills