Financial planning and analysis (FP&A) is the budgeting, forecasting and analytical processes that support an organization's financial health and business strategy. FP&A analysts, managers, and directors are responsible for providing senior management with the financial analysis and information they need to make major operational, financial, and strategic decisions.
What you'll do:
- Build and maintain complex financial models for all revenue streams (recurring, non-recurring, professional services)
- Own the budgeting, forecasting, and reporting for all revenue streams
- Update and review monthly and quarterly reports
- Compiling data from sources and consolidating them into a consistent format
- Research and analysis variance in monthly accounting reports
- Participate in the yearly annual operating plan process
- Support business with monthly forecasting operating expense and headcount needs
- Identify and actively help functional management control expense levers as appropriate
- Communicate with functional business managers and finance colleagues regarding significant variances from budget/forecast
- Work with peers across the business finance organization to develop trusted relationships that deliver strong interlocks and seamless operational experiences
- Review month-end financial package for individual business units and functional units with written analysis of actuals compared to budget and prior periods
- Interact with leaders in all functional departments to prepare ad-hoc forward-looking analysis with recommendations
- Prepare monthly by customer recurring revenue reporting, including reviewing trends for increase and decrease as well as potential billing issues.
- Review the commission reporting process including data compilation, statement automation, and journal entry preparation
- Align closely with Accounting to assist as necessary and to serve as backup on key functions
- Take the lead in the building of on-demand reporting packages, including key performance indicators, leveraging the existing accounting and CRM system
- Assist in building of annual budgets and quarterly forecasts by working with key stakeholders for inputs and maintaining and improving existing data models
- Creates and maintains a monthly dashboard with key metrics for quick review of our financial performance with explanation to variances.
- Provide comparative industry and competitor financial performance indicates to our company
- #LI-LH1
- #LI-Hybrid
What we're looking for:
- Bachelor’s Degree in Finance or Accounting
- 5+ years of related experience preferred
- Report writing with Jedox, NetSuite ERP, and Salesforce CRM preferred
- Strong problem-solving skills, using rigorous logic and methods to solve difficult problems with effective solutions, looking beyond the obvious, and doesn't stop at the first answers
- Learns quickly when facing new problems
- Makes good decisions based upon a mixture of analysis, experience, and judgment
- Ability to work effectively with a wide range of decision-makers to yield results
- Proficient in Microsoft Office Suite, particularly Excel
- Excellent communication skills, both oral and written
- Ability to work autonomously and as part of a team
- Strong organization skills and ability to manage multiple high-priority projects simultaneously and successfully
