Senior Financial Analyst

DerbySoft•Addison, TX

About The Position

As a member of the Financial Planning & Analysis (FP&A) team, the Senior Financial Analyst (SFA) is responsible for analyzing financial data to support strategic decision-making. Requiring strong financial acumen and attention to detail, this role involves management reporting, forecasting, budgeting, and variance analysis to drive financial performance. One of the key responsibilities of the SFA will be to act as a financial consultant and business partner to support key business units and departments, working closely with various internal leaders and stakeholders. The SFA will be the subject matter expert on business partner’s operations & financials, actively engage in (and at times lead) business discussions, meet with business partners on a regular basis, present financial results/findings to management, create various financial models to support or inform different business decisions, take over existing models and improve them, establish budgets and forecasts on behalf of business partners and support any ad hoc requests that arise. The SFA will support various stakeholders, closely collaborating with sister finance teams (i.e. accounting, AP/AR) and business partners that are located globally and situated across various time zones.

Requirements

Bachelor's degree or above in Finance, Accounting, Economics, Business Administration, or a related field or commensurate experience.
Experience with financial reporting, budgeting, forecasting, and variance analysis.
Proficiency in financial modeling specifically the ability to effectively take over existing models, build new models from scratch and build in error checks.
Experience with large datasets that include handling, cleansing, mapping, and analyzing of said data.
Experience with disparate datasets that require reconciliation before combining.
Experience working with stakeholders across different disciplines and time zones preferred.
Experience in a fast-paced, growth-oriented environment.
Demonstrated proficiency in MSOffice, particularly Excel and Powerpoint.

Nice To Haves

Existing experience in FP&A is highly preferred but not required.
Ability to speak Chinese (Mandarin) is preferred but not required.

Responsibilities

Create, analyze, and present monthly financial results that include business partner level Income statements comparing actuals versus budget, forecast, and prior year for assigned business units and departments.
Focus on defining and measuring revenue and operational efficiency performance indicators to help business partners better manage their operations and shed light onto areas of focus.
Clearly articulate findings to both business partners and finance management.
Pull data from the financial system, aggregating, summarizing, and determining the best way to articulate financial performance based on the stakeholders you support.
Visualize financial results in way that is useful to business partners.
Support team’s effort to move financial data into PowerBI dashboard and present findings in an interactive and effective manner.
Research variances between actuals and budget/forecast, then summarize the findings to finance leadership and business partners.
Partner with and work closely with accounting team (located in Shanghai) to ensure that budget/forecast data is aligned with actuals.
Streamline reporting and ensure accuracy of reporting.
Establish and update quarterly forecasts for assigned business partners including but not limited to working with business partners to understand operational trends and expectations through end of year and correspondingly create updated financial figures.
Prepare forecast data for manager to be consolidated at company level.
Focus on forecast accuracy with minimal variance to actuals.
Assess potential risk and opportunities and factors that into forecast financials.
Work with manager to update applicable slides on quarterly board of directors’ presentation and provide commentary.
Establish annual budget for assigned business partners that include generating templates to collect data from business partners, ensure financials are “apples to apples” comparison across categories and years (or make the necessary adjustments to ensure consistency).
Roll up data to build financial view.
Prepare budget data for budget reviews with company leadership.
Support manager on the board of directors’ presentation summarizing budget results.