Senior Financial Analyst

NorthPoint Search Group • Alpharetta, GA

2d

About The Position

The Senior FP&A Analyst provides business and financial advice to company leadership through budgeting, forecasting, reporting, and analysis. Reporting to the CFO, this role serves as a financial liaison to leadership and also supports other Finance functions, including the month-end close process. The analyst helps evaluate strategic initiatives, new business opportunities, customer pricing and profitability, multi-year forecasts, and new-product ROI.

Requirements

• Undergraduate degree in Accounting or Finance.
• 3–5 years of corporate financial analysis experience in the software or technology industry.
• At least 2 years of experience in private equity or venture capital.
• Proficiency with the Microsoft Office suite, including advanced Excel skills.
• Ability to compile and understand large amounts of data and use it to create polished presentation materials.
• Strong data and research skills and presentation skills, with the ability to work closely with leadership.
• Deadline-driven.

Nice To Haves

• MBA.
• Experience with a variety of software systems, such as Host Analytics or SaaS Optics.
• M&A experience.

Responsibilities

• Act as a liaison to the leadership team and provide financial advice and support.
• Prepare the annual plan, monthly forecasts and variance analyses, and weekly analyses.
• Synthesize large amounts of data into executive-level presentation materials.
• Report actual versus targeted financial results, provide variance analysis, and prepare trend analyses comparing company results with marketing companies and competitors.
• Support Accounting and Finance initiatives and core functions, including analysis of accounting reports during the month-end close process.
• Assist with automating repetitive data aggregation and manipulation tasks to enable greater focus on value-added analysis.
• Contribute to ongoing improvements of the company’s financial, planning, and business intelligence systems.
• Promote cross-functional communication and efficiencies in company-wide process improvement efforts.
• Conduct ad hoc financial analysis projects and prepare reports as needed.
• Support, own, and cultivate new ideas and projects.

Benefits

• Health care.
• Paid time off.
• Life insurance.
• 401(k) plan.
• Employee-focused environment and culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior