Senior Financial Analyst (FP&A, Power BI, Netsuite & Excel}

Sellers Dorsey • Philadelphia, PA

4h • $95,800 - $108,000

About The Position

Sellers Dorsey is seeking a Senior Financial Analyst who will lead the financial performance analysis function and supports data-driven decision-making for corporate leadership. As the Senior Financial Analyst, you will prepare complex financial reports and manages cross-functional data requests from Accounting, Client Servicing, Sales and the Executive Leadership Team, as well as the Board. Your key responsibilities include managing the financial revenue forecasts and P&L accounts across multiple line of business, as well as playing a critical role in the monthly financial close process. This also includes all owning the financial analysis and reporting creation of PowerBi Dashboards which will be presented for Board level analysis, as well as any managing any ad-hoc requests from senior leadership. To be successful in this role, you must be a problem solver and have a high attention to detail with an ability to communicate financial performance to the most senior members of the organization.

Requirements

• Bachelor's Degree in Business, Finance, Accounting required.
• Minimum of 3-5 years of professional work experience in a similar role or work experience.
• Strong financial modeling experience and advanced working knowledge with data visualization software and ERP systems, specifically NetSuite.
• High-level proficiency with analytical systems/tools e.g., exceptional skills in Excel required, as well other Microsoft Office 365 tools (Word, PowerPoint, etc.)
• Professional experience working in SQL or similar data querying languages.
• Proven ability to independently manage multiple deadlines and manage time appropriately.
• Flexibility to take on a wide array of projects.
• Strong analytical, data collection, and problem-solving skills.
• Refined presentation skills and comfortable presenting financial recommendations to corporate leadership.
• Ability to work well with others in teams and demonstrate strong professional communication across multiple levels of the organization.
• Interested in improving the firmwide technology systems and having an impact across multiple facets of the company.

Nice To Haves

• MBA or background in Data Analytics preferred.
• Desired proficiency with data visualization tools. PowerBi highly preferred.

Responsibilities

• Manage Firmwide Financial Forecasts through in-depth understanding of Financial Performance Reporting. Collect, analyse, and maintain all financial data, including revenue management and expense variances, and prepare comprehensive P&L analyses for firmwide leadership, as well as prepare sub P&L performance for practice leads.
• Lead data analysis and data visualization process through quarterly & monthly presentation of performance results for key stakeholders across the firm. Support Finance Leadership in modelling and presenting regular reporting and variance analyses to all departments to promote decision-making and alignment to our corporate objectives & identify opportunities for cost efficiencies.
• Extract, validate, and analyse financial data across multiple systems, leveraging NetSuite reporting tools to strengthen data accuracy and transparency to lead process improvements and increase efficiencies. Finance Team is in the midst of transitioning to NetSuite as the financial source of truth for all performance reporting and revenue forecasting. Experience in NetSuite and exposure to SQL is a plus.
• Assist in annual budget process while maintaining and organizing data from cross functional areas of the firm to model future forecasted performance.
• Take ownership of any other ad-hoc projects and duties as assigned which will be reported out to the Financial Leadership across the company, as well as the Board.

Benefits

• Annual Corporate Incentive Plan (CIP) that can range to up to 8% of annual salary.
• Group healthcare plans that offer medical, dental, and vision.
• Insurance plans offering short term disability, long term disability, and basic life.
• 401k plan.
• Flexible Time Off.
• 10 paid holidays throughout the calendar year.
• Paid time off for qualifying medical leave.
• Up to 12 weeks of combined paid parental and bonding leave.

What This Job Offers

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