Description
Job Summary
As a Senior Financial Analyst, you will play an integral part in the development of the annual operating sales and marketing budget and the associated tracking of performance against plan throughout the year. You will also help develop and own both revenue and expense forecast models for the company's various business lines. This position will work intimately with the Finance Manager and executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis. You will also be working closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements to support or go-to-market teams.
Essential Duties and Responsibilities:
Budget/Forecast
Review and develop annual sales and marketing budgets and targets along with follow-on forecasts on a quarterly basis
Prepare and review financial variances between Actual/Budget/Forecast
Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
Provide user support and maintenance during annual budget cycle and quarterly forecast cycles
Conduct presentation to management as needed
Key Performance Indicators
Report on weekly KPI’s such as ACV (“Annual Contract Value” - Orders), Recurring revenue, customer and unit roll forwards, attrition rates and customer retention.
Investigate variances vs. plan and meeting with department managers for input.
Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Power Pivot, Claude) for consolidation and analysis of data.
Drive meaningful analytics and investigate root causes for variances, using modern analysis methodologies, including the use of Claude or other AI tools.
Perform trend analysis on data on a weekly basis to report to the Business Unit Presidents
Maintain the company’s SAAS Dashboard and provide weekly to the management team
Regular and dependable attendance
Financial Modeling
Develop complex financial models and present analytics to support Sales and Marketing teams
Assist in developing complex models that support the financial modeling related to potential Mergers & Acquisitions activity.
Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling.
Develop, interpret, and implement financial concepts for financial planning
Prepare various industry and market analyses and benchmarking, as required
Accounting/Financial Systems
Access SageIntacct general ledger system and financial reporting systems to pull actual Revenue data for use in trending and forecasting analyses.
Propose correction journal entries to accounting, budget vs. actual variance analyses, and risk/opportunity tracking.
Prepare the monthly (“MBR”) reports to Business Unit leaders as it relates to Quote-to-Cash metrics, working closely with the Revenue Operations team.
Develop, communicate, and manage requirements for reporting and finance system enhancements and serves as point person to facilitate business support throughout the technical development process.
Regular and reliable attendance is required as this is a full-time position.
Other duties as assigned by management.
Position Requirements:
Experience in financial modeling, business analysis, FP&A, business integration, analytics in
Excellent MS Office skills, specifically MS Word and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)
Advanced experience working with a corporate budgeting process
Strong analytical and problem-solving skills
Good communication skills (verbal, written and…