Senior Analyst, FP&A

Netrio•Golden Valley, MN

9d•$100,000 - $120,000

About The Position

The FP&A Senior Analyst reports to the Vice President of Finance and works closely with the CFO, executive team, and our private equity sponsor, L Squared Capital Partners. This hands-on analyst will support FP&A operations across multiple jurisdictions and play a key role in evolving Netrio’s financial infrastructure to enable global growth, acquisitions, integration and compliance with international and private equity standards. This individual will also help streamline and improve forecasting, business planning, management reporting, and business analytics methodologies to drive operational efficiency and position Netrio to scale.

Requirements

3 to 5 years of experience in FP&A, investment banking, corporate development, or a related finance role, ideally within a technology-oriented organization or high-growth services business
Financial modeling for a services organization, including designing and implementing processes to track KPIs, forecast and reforecast financials and cash, analyze COGS, and report results
Working with data-oriented stakeholders to support and influence their decision making, and the ability to anticipate, prepare for, and rigorously debate their difficult questions under pressure and on tight deadlines
Supporting complex annual and ad hoc planning and reporting processes
Helping design and improve business systems and processes that scale with the company’s growth
Strong data visualization, and verbal and written communication skills, including an ability to tell a story through data, and to make the complex simple
Proven ability to turn data into actionable insights, including spotting anomalies and identifying meaningful trends
Eagerness to learn the business end to end, including its functions, practices, and customer journeys, and to turn that understanding into commercial opportunities
Excellent attention to detail and a passion for working with numbers
Obsession with extracting efficiencies and driving continuous improvement
Ability to work independently, manage multiple priorities, and collaborate effectively across teams

Nice To Haves

exposure to private equity or venture capital-backed companies is a plus
exposure to debt covenant reporting is a plus
Advanced Excel skills and proficiency in Microsoft Office, NetSuite, Salesforce, and other financial planning and reporting systems are desired

Responsibilities

Refine and support the current implementation of systems and processes to ensure that internal analyses, reporting, and decision making are relevant, timely, and accurate
Help build out functionality in core systems, applying common modeling standards across financial analyses, preparing capex business cases and tracking their ROI, ensuring analyses are conducted consistently and in accordance with appropriate definitions, etc.
Develop and maintain KPIs, scorecards, and reports to track the performance of projects, initiatives, and strategies, with a focus on results, execution, speed, and learning
Support the annual budget process (including the multi-year operating plan and departmental budgets), prepare rolling monthly financial and cash forecasts, and provide insights and commentary on the Company’s performance against key metrics
Identify key business trends and drivers through effective data interpretation, and communicate them through clear, compelling presentations and visualizations
Work closely with the VP of Finance, CFO, and leadership team to provide strategic, financial, operational, economic, and statistical analysis to inform key business and investment decisions, and test various scenarios and hypotheses
Work with key stakeholders on specific projects and initiatives (e.g., employee incentives and sales commissions) to ensure analyses are conducted appropriately and within the Company’s overall objectives
Assist with proposed M&A transactions through valuation modeling and due diligence
Support the integration of acquired businesses, helping unify financial systems, processes, and reporting
Contribute to continued improvement in Netrio’s financial planning tools and systems, including Excel and other planning and reporting platforms
Identify and help implement AI and automation tools across finance processes, such as forecasting, variance analysis, and reporting, to improve speed, accuracy, and insight
Partner with the Sales and Business Development team to improve reporting, perform predictive and other analytics, and provide high-value insights to better understand our customers and the impact of our R&D and sales and marketing investments (including attribution, churn prediction, and lifetime value modeling)