Role Description: Senior Financial Analyst
Role Purpose:
We are seeking an experienced Senior Financial Analyst who will be a key member of the Finance team and someone that is excited for the challenge of a fast-paced, high-growth startup. The ideal candidate is highly motivated, a team player, a confident business partner, highly analytical and comfortable operating with all levels of the organization They have eyes for the strategic big picture but understand the importance of managing the financial details. The role will directly interact with Senior Leadership as well as key stakeholders cross-functionally. The Senior Analyst will play a key role in providing data-driven insights, thoughtful partnership and performance tracking, benchmarking and analysis.
*Principals only. No recruiters.
Responsibilities:
- Act as a business partner to functional leaders and teams across Sales, Marketing, and Business Enablement (G&A).
- Own the planning and forecasting processes for these functions including:
- Partnering with the business to ensure accuracy of spend, headcount, and other key metrics based on operational performance.
- Preparing plan/forecast vs actual variance analysis and other relevant reporting.
- Leading thoughtful analysis, evaluating key drivers and metrics and partnering on driving operational efficiencies.
- Collaborating with the Accounting team on accruals and other elements of the close process.
- Collaborating with HR & Recruiting on headcount planning and forecasting.
- Assist the Director of FP&A with the annual Plan, quarterly BOD package and monthly reporting process and deliverables.
- Assist with and manage ad hoc projects including diligence, product, data center rollout to support senior management with business decisions.
- Participate in the implementation of cloud-based Planning tool.
Requirements:
- 5-7 years of proven experience, ideally working in a high-growth environment.
- BS/A in business or related field required.
- Experience in the technology industry and understanding of SAAS metrics and modeling is strongly preferred.
- Strong analytical and communication skills.
- Advanced Excel and Powerpoint skills required, data analysis and presentation tools (Tableau SFDC, Hubspot) valuable.
- Experience with Netsuite ERP and Vena Planning or Adaptive Planning a plus.
- Working understanding of GAAP and financial metrics.
- Excel in a fast-paced environment.
