Description
We are looking for a Financial Analyst to join our finance team reporting directly to the Director of FP&A. The ideal candidate will be a self-starter with the ability and desire to complete recurring and ad-hoc tasks with minimal supervision.
The Financial Analyst is a key position supporting our fast-growing SaaS business, including financial forecasting, planning, reporting and analysis. Initial responsibilities will focus on providing detailed financial and operational reporting and enhancing/creating key performance indicators (“KPIs”). This position will interact closely with the Head of Finance, Head of Sales and other executives to plan the business and allocate resources for the company’s strategic initiatives. This is a fantastic opportunity to join a dynamic, high-growth environment and accelerate our development.
Responsibilities
Provide business partnering support for Finance and Sales to help drive strategic decision-making
Assist in developing, tracking and analyzing SaaS and other relevant metrics that help drive business success, including ARR, CAC, LTV and S&M efficiency
Be a primary contact for Sales leadership on all things related to customer analytics and top line reporting/forecasting; Assist with in-depth periodic customer analysis including bookings, net retention and churn
Help prepare detailed budgets and forecasts, including P&L, cash flow, and balance sheet projections on a monthly, quarterly and annual basis
Perform ongoing variance/trend analysis among actual, budget and forecast targets
Develop and maintain financial models, templates and dashboards to track, organize and report on initiatives and key projects
Prepare reporting materials for presentations
Ensure all off-line reporting reconciles with existing system-based management reporting
Fulfill ad-hoc analytical requests as needed
Qualifications & Skills
Bachelor's Degree in Business, Finance, Economics, Accounting, or comparable quantitative field
3+ years’ experience in an FP&A role; preferably investment banking experience and/or SaaS / Cloud industry experience
Exceptional skills in MS Excel and PowerPoint is a must, with ability to comfortably use pivot tables and import & manipulate data
Proficiency with BI tools to access different data sources such as business support systems (e.g. Salesforce, NetSuite)
SaaS business model experience, or awareness of recurring business measurements (ARR, ACV, LTV…) preferred
Strong financial modeling skills and quantitative analysis experience; Proven ability to work with large amount of data from different sources, and provide meaningful insights
Experience building dashboards using data visualization tools is a plus
Clear and effective communication skills, both verbal and written
A highly motivated, proactive and collaborative work ethic, with the ability to independently move projects forward in a fast-paced environment
