Senior Financial Analyst

isolved • Charlotte, NC

9d • Onsite

About The Position

The Senior Financial Analyst (SFA) will act as a strategic business partner to the company's leadership in partnership with the Finance organization. This is a fully qualified, career-oriented, journey-level position. The SFA will work on problems of diverse scope where analysis of data requires evaluation of identifiable factors and demonstrate good judgment in selecting methods and techniques for obtaining solutions. They will network with senior internal and external personnel in their area of expertise and normally receive little instruction on day-to-day work, with general instructions on new assignments.

Requirements

• Minimum of 5 years of related experience with a Bachelor's degree; or 3 years and a Master's degree or equivalent work experience.
• 4-7 years related experience, ideally in a SaaS environment.
• Demonstrated ability to use data and provide thoughtful analysis.
• High level of comfort interacting with various functional areas and levels of leadership.
• Strong analytical skills coupled with an understanding of business dynamics.
• Excellent communication, analytic, written, organizational, and problem-solving skills.
• Ability to work and execute on tight deadlines.
• Power Excel user and strong PowerPoint skills.
• Self-directed, self-motivated, and demonstrated experience providing ideas and solutions to further business understanding.
• Employee must be legally authorized to work in the United States.

Nice To Haves

• Experience or exposure to other reporting tools or systems (Tableau, Microsoft BI, DOMO, Planful, Adaptive Planning, Hyperion Essbase)

Responsibilities

• Act as a financial subject matter expert for a business function.
• Provide insights and analysis through data mining and interpreting complex data sets to assist with sound decision-making.
• Contribute to multi-year, annual, and quarterly planning and forecasting.
• Assist in the development and support of weekly, monthly, and quarterly management reporting cadence that provides continuous insight into the performance of the business, including trends, variances, and risk assessments.
• Report and communicate key messages to ensure senior leadership maintains focus on what matters most and has an opportunity to quickly remediate issues.
• Identify and implement process improvements for operational efficiency.
• Be involved in all aspects of financial planning, forecasting, and budgeting/modeling including but not limited to customer acquisition, customer retention, upsells and downgrades, their economic drivers, and key performance indicators (KPIs).
• Work collaboratively across the Finance organization as a business partner supporting the FP&A organization, strategic finance team, and the accounting team.
• Provide insight and analysis around the revenue model, revenue performance, scenario planning, and potential outcomes.
• Be involved in all aspects of financial planning, forecasting, and budgeting/modeling including but not limited to variance and ad-hoc analysis, headcount and expense modeling, financial reporting (BvA, Board, Pro Forma, Lender, Executive), annual budgeting, and monthly/quarterly forecasting.
• Collaborate cross-functionally as a business partner to executives and budget owners to understand key drivers of performance and provide insight/recommendations for improvement.
• Integrate acquired company data for analysis and reporting.
• Assist in researching reporting improvements/streamlining (DW, BI, AI).

Benefits

• Employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology.
• Solutions delivered directly or through a partner network to more than five million employees and 145,000 employers.
• HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions.
• High-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow.
• Equal opportunity employer.
• Progressive and open-minded meritocracy.
• Comprehensive list of employee total rewards offerings available at www.isolvedeebenefits.com.

What This Job Offers

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