Senior Financial Analyst (Corporate and Systems)

ConcertAI•Cambridge, MA

10d•Hybrid

About The Position

Job Requirements Systems Administration: Own, maintain, and administrate the ConcertAI's budgeting and forecasting system - Workday Adaptive Planning. Develop and enhance the company's Adaptive budget and forecast models and associated connections to NetSuite ERP and OfficeConnect enabled reporting. Manage and be the main contact with external resources for improving the company's budget models and Adaptive dashboards. Ensure projects are completed on time, achieve the targeted outcome and are within budget. Financial Reporting and Presentations for Consolidated AI: Prepare accurate and insightful financial reports, presentations, and dashboards for senior management and other stakeholders. Present complex financial information in a clear and concise manner to facilitate data-driven decision-making. Manage the consolidation of financials and other summary reports for monthly business reviews (MBR's), budget, forecasts and three-year plans. Ensure timeliness and accuracy are met. Decision Support: Partner with corporate functions such as IT, HR, Legal, Accounting, Marketing, Facilities, etc. to provide monthly reporting with financial insights and support for strategic initiatives, and capital investments. Assess potential risks and opportunities related to various projects and provide quantitative analysis to aid decision-making. Business Performance Metrics: Develop and implement key performance indicators (KPIs) and metrics to monitor corporate performance and track progress against financial goals. Collaborate with corporate department heads to establish and monitor performance targets. Conduct scenario analysis to evaluate the financial corporate impact of various strategic initiatives and provide recommendations. Headcount and Opex Variance Analysis: Analyze and interpret financial results, highlighting key variances against budget, forecast, and prior periods. Identify trends, patterns, and areas of concern or opportunity. Provide recommendations for improvement and mitigation strategies. Cross-functional Collaboration: Work cross-functionally with Finance, Accounting, Sales Operations, Product Management, Operations, and senior management to synthesize information, gain alignment, and stay up to date on emerging trends and developments. Headcount and Labor modeling: Collaborate with Human Resources to own and maintain the company's current and new hire employee roster to ensure labor cost forecasting is accurate and complete. Must maintain high degree of confidentiality when working with sensitive compensation information. Continuous Improvement: Stay updated with industry trends, best practices, and emerging technologies in financial analysis systems and reporting. Identify opportunities for process improvements and automation to enhance efficiency and accuracy. Work Experience

Requirements

Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
System Experience: Minimum of 3 years of experience with Workday Adaptive Planning, including Adaptive administrator, model and/or formula development.
Finance Experience: Prior financial planning, analysis, modeling or a related FP&A role, with a proven track record of delivering strategic insights and driving financial performance.
Industry or client engagement experience within a high-tech, revenue generating Biotech, Life sciences or SaaS organization.
Understanding of PE or VC backed organizations.
Strategic Thinking: Ability to think strategically and contribute to the development and execution of financial strategies.
Proactive mindset to identify opportunities, risks, and areas for improvement.
Team Collaboration: Proven experience working in cross-functional teams and building strong relationships with stakeholders.
Ability to collaborate effectively and influence decision-making.
Financial Analysis and Modeling Skills: Strong analytical and quantitative skills with a deep understanding of financial analysis and modeling techniques.
Expertise in Microsoft Excel and advanced modeling techniques (Pivot tables, Power Query, Power BI) and financial analysis software.
Financial Planning and Forecasting: Solid experience in financial forecasting, budgeting, and strategic planning.
Demonstrated ability to develop accurate financial models and forecasts.
Familiarity with financial planning software Adaptive Planning is a must have .
Business Acumen: Sound understanding of business operations, financial principles, and industry dynamics.
Ability to translate financial data into actionable insights to support decision-making.
Knowledge of financial regulations, accounting principles, and compliance requirements.
Communication and Presentation: Excellent verbal and written communication skills, with the ability to convey complex financial concepts to non-financial stakeholders.
Experience in presenting financial information to senior management and executives.
Attention to Detail: Meticulous attention to detail, ensuring accuracy and reliability in financial analysis and reporting.
Strong organizational skills to handle multiple projects simultaneously and meet tight deadlines.
Occasional flexibility and willingness to work long hours and/or weekends may be required to meet deliverables.

Nice To Haves

A master's degree or professional certification (e.g., CFA, CPA) is highly preferred.
Similar experience with Oracle Hyperion and/or NetSuite Planning and Budgeting may be considered, but Adaptive Planning experience is preferred.
Experience within a large consulting firm or investment banking organization ideal.
Experience with statistical analysis and data visualization and dashboarding tools is advantageous.

Responsibilities

Systems Administration: Own, maintain, and administrate the ConcertAI's budgeting and forecasting system - Workday Adaptive Planning.
Develop and enhance the company's Adaptive budget and forecast models and associated connections to NetSuite ERP and OfficeConnect enabled reporting.
Manage and be the main contact with external resources for improving the company's budget models and Adaptive dashboards.
Ensure projects are completed on time, achieve the targeted outcome and are within budget.
Financial Reporting and Presentations for Consolidated AI: Prepare accurate and insightful financial reports, presentations, and dashboards for senior management and other stakeholders.
Present complex financial information in a clear and concise manner to facilitate data-driven decision-making.
Manage the consolidation of financials and other summary reports for monthly business reviews (MBR's), budget, forecasts and three-year plans.
Ensure timeliness and accuracy are met.
Decision Support: Partner with corporate functions such as IT, HR, Legal, Accounting, Marketing, Facilities, etc. to provide monthly reporting with financial insights and support for strategic initiatives, and capital investments.
Assess potential risks and opportunities related to various projects and provide quantitative analysis to aid decision-making.
Business Performance Metrics: Develop and implement key performance indicators (KPIs) and metrics to monitor corporate performance and track progress against financial goals.
Collaborate with corporate department heads to establish and monitor performance targets.
Conduct scenario analysis to evaluate the financial corporate impact of various strategic initiatives and provide recommendations.
Headcount and Opex Variance Analysis: Analyze and interpret financial results, highlighting key variances against budget, forecast, and prior periods.
Identify trends, patterns, and areas of concern or opportunity.
Provide recommendations for improvement and mitigation strategies.
Cross-functional Collaboration: Work cross-functionally with Finance, Accounting, Sales Operations, Product Management, Operations, and senior management to synthesize information, gain alignment, and stay up to date on emerging trends and developments.
Headcount and Labor modeling: Collaborate with Human Resources to own and maintain the company's current and new hire employee roster to ensure labor cost forecasting is accurate and complete.
Must maintain high degree of confidentiality when working with sensitive compensation information.
Continuous Improvement: Stay updated with industry trends, best practices, and emerging technologies in financial analysis systems and reporting.
Identify opportunities for process improvements and automation to enhance efficiency and accuracy.