Senior Financial Analyst

Summary

The Senior Financial Analyst reports to the Director of FP&A. This role will collaborate across all functional areas of the business constructively and efficiently, within a scaling and fast-paced, environment and will be responsible for delivering value-added business analysis, meaningful financial / operational metrics that lead to insightful, accurate business decision making and support month end close activities.

The ideal candidate is a motivated self-starter, able to prioritize tasks, has excellent communication skills, experience working in a (SaaS) start-up environment and has a good understanding of accounting and finance principles.

Specific Responsibilities

Serve as a trusted, finance business partner who adds value by providing accurate, timely, and pertinent financial insights.

Support timely and accurate month end processes and provide forward looking financial guidance, analysis, and reporting to the CDS leadership team.

Help implement robust procedures that can scale with the growth of the company and provide data and insights in support of financial statements, measurements, forecasts, plans, and business analysis.

Support continuous improvement projects and able support this fast-growing business with clear communication skills.

Additional responsibilities include :

• Prepare monthly and quarterly review package including key financial metrics and performance indicators.
• Supports for monthly and quarterly Actuals and Forecasting process, providing actionable insights to the leadership team to ensure financial targets are met.
• Help drive finance discipline, fact-based decision-making, and financial visibility. Perform financial analytics in support of business decisions including balance sheet and cash flow forecasting.
• Work closely with all business teams to improve key metrics and reduce variances to budget and forecasts, support the Director of FP&A with improving the pricing and discount rigor.
• Help prepare the Annual Operating Plan and support the annual 3-year Strategic Plan.
• Implement financials tools, reporting mechanisms, business modeling and financial planning processes that will effectively support scaling the growth of the business and will provide actionable insights.
• Operate at multiple organizational structure levels - have in-depth knowledge of the business and key drivers and at the same time be able to tell the story of the financial results.
• Closely work together with our Accounting & Controlling organization to ensure monthly results are accurate and complete.

Background Requirements

• Bachelors degree or equivalent in Finance or Accounting; MBA or CPA strongly preferred.
• At least 5 years of relevant finance experience, preferably within Software or Digital Products Industries.
• Demonstrated ability to partner and collaborate across functions.
• Expert-user of Excel and the Microsoft Office suite; experience with NetSuite and PowerBI is beneficial.
• Desirable One Stream experience

Personal Characteristics

• Strong business acumen and commercial savviness while maintaining highest standards of accuracy and precision.
• Ability to think creatively, highly driven, results-oriented, entrepreneurial and self-motivated.
• Disciplined work ethic, detail oriented and well organized while maintaining a helicopter view.
• Articulate with excellent verbal and written communication skills.
• Work well under pressure & within short timelines.
• A collaborative team player, able to work across cultures and functions seamlessly, with excellent interpersonal skills.
• Demonstrate intellectual curiosity and critical thinking that can solve problems and make recommendations based on self-directed work efforts.
• A demonstrated commitment to integrity and the highest ethical standards.

Work Arrangement : Remote

Salary Range : $100,000.00 - $115,000.00