Senior Financial Analyst - Military veterans preferred

Parker and Lynch


  full-time   part-time   employee   contract

United States

The Financial Planning and Analysis Senior role is a key position supporting our fast-growing SaaS business. Initial responsibilities include performing financial analytics and reporting and working with a cross-functional team to enhance and create key performance indicators (“KPIs”) and reporting for the business including both financial and non-financial information. The position will have significant interaction with executives and business managers from across the organization.ResponsibilitiesWork with a cross-functional team to help enhance & create KPIs and reporting packages using both financial and non-financial based metricsAssist in developing new SaaS business metrics that help drive business successWork with existing processes and systems and recommend enhancements, changes, or new systems to support SaaS KPIs and reportingPerform variance and trend analysis between actual, budgeted, and forecasted targets for our businessProvide information to management by assembling and summarizing data, preparing reports, making presentations of findings, analyses, and recommendationsMaintain and improve the financial forecast model that incorporates current data and any relevant functional inputSupport various business segments by working closely with management and operations personnel to proactively identify and communicate risks to drive cost management improvements and ensure established targets meet economic goals of the companyWork as the liaison of financial data by collaborating with the general accounting team and cost owners to understand future, current and past trends in key performance indicatorsContribute to the month-end close process and aid in the preparation of the monthly financial package that is presented to executive managementOther duties and ad hoc analysis as neededQualificationsBachelor’s Degree in Business Administration, Finance, or Accounting; CPA or MBA preferred3-5 years minimum experience in financial planning and analysis or an equivalent combination of education and experience. SaaS or communications software experience a plus.Advanced knowledge of Microsoft Excel required (VLOOKUP, SUMIF, Pivot, Macros)Advanced knowledge of Power Query and Power BI or proven ability to be able to adapt and learn new tools quickly in a fast-paced environment requiredStrong analytical, problem solving & organizational skillsExcellent verbal and written communication skillsAbility to multi-task and work in a challenging fast paced environmentMaturity, professionalism, and ability to maintain confidential informationStrong work ethic