Financial Analyst Jobs

About The Position

Requirements

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum of five (5) years professional experience with financial analysis, budgeting, planning and financial modeling
• Strong Microsoft Office skills and proficiency with company-wide ERP systems (NetSuite), financial planning systems (NSPB), financial reporting systems (NSPB and Smart View), and sales and marketing systems (HubSpot, Service Now, and ConnectWise)
• Ability to work under tight deadlines in a fast paced, dynamic environment where accuracy is expected
• Ability to summarize and clearly communicate financial analysis to non-financial business partners
• Competence in dealing with very confidential data and information
• Strong analytical and critical thinking skills
• Proactive, future-looking, positive attitude
• Ability to work independently and take ownership of work produced
• Strong communication (written and oral) skills including with people in other business groups
• Ability to develop positive and professional relationships with colleagues and leadership and work effectively across organization boundaries

Nice To Haves

• CMA, MBA or CPA

Responsibilities

• Management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB)
• Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
• Creation of report templates to support analysis and requirements of management and FPA staff
• Responsible for producing multiple reporting packages that are used internally and externally
• Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results
• Provide support to Accounting department during the close periods to ensure data integrity
• Responsible for monthly consolidated headcount reporting
• Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View). Understanding reporting hierarchies is a must!
• Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
• Distribute financials to the Accounting/Finance team for review during the accounting close process
• Support Ad hoc report requests from Board of Directors as well as the internal management team
• Business Support of the executives and other department
• Business Support of the Finance/HR/Legal/IT departments
• Create, audit, and update documentation in business and reporting processes
• Utilize modern reporting tools (NSPB, PowerQuery, and PowerBI) and AI (Claude and CoPilot) to improve accuracy and ease of reporting
• Partner with Sales, Billing, and IT teams to evaluate business processes and look for opportunities to improve inputs to achieve reporting and analysis outcomes
• Other duties as assigned

Benefits

• copay medical plan option
• HSA medical plans with employer contributions to your HSA Account
• dental
• vision
• company-paid life insurance
• company-paid short- and long-term disability coverage
• 401K savings plan with a generous company match
• wellness program
• Tuition Reimbursement Plan which covers up to $5,250