Staff Analyst, FP&A

Position Summary:

Our Staff Analyst in FP&A assists in the oversight for financial and strategic decisions support to the business to ensure achievement of short and long-term financial goals for the company with an emphasis on go to market functions. Working alongside management, this role will help facilitate the understanding of key business dynamics including productivity analysis, margin improvement, pricing, and business analysis (such as client retention, loss reporting and quality metrics). Assist in driving financial best practices, in this role you will help optimize financial opportunities regarding revenue enhancement and expense management throughout the organization. The position will report to the VP of the department and work closely with all functions within the company.

Essential Job Functions:

• Oversee preparation of budgets / revenue targets for the GTM team. Lead monthly budget vs. actuals meetings and maintain rolling forecasts
• Develop robust operational and financial forecast models to support business leaders and finance team with trends, key business drivers, and financial results to prioritize & plan investment decisions
• Present actionable recommendations / insights using a data driven approach
• Build positive relationships with senior leaders to develop budgets, work through forecast changes, department reporting and be the point of reference
• Proactively coaches and mentors’ analysts toward their career progression
• Identify and implement opportunities to continuously improve and automate processes
• Support the Corporate FP&A and accounting organization as needed for month-end close, monthly board reporting, annual audit, statutory reporting, and external reporting requirements
• Act as financial liaison to the GTM functions / leadership team throughout the company
• Remain flexible and willing to wear multiple hats in support of high importance, ad hoc leadership requests
• Partner with Key Stakeholders and Business Partners to align business priorities and drive effective solutions execution. Acts as the Finance business partner to functional organizations such as Sales, Marketing, and Customer Experience
• Uses deep understanding of objectives, issues and root causes and provides insightful, fact-based data analysis to help solve complex problems. Provides financial and strategic decision support to management to ensure achievement of short- and long-term financial goals. Assists management in understanding the business dynamics which includes productivity, relationships, model, trends, leading indicators, and business statistics
• Partners with business leadership to develop strategies and initiatives to drive growth and margin improvements. Executes on strategic initiatives such as M&A support, product launches, market entry, and process improvement efforts

Position Requirements:

• Bachelor's degree and MBA in relevant field
• Minimum of 7 years of professional experience in FP&A, accounting, or corporate finance, preferably with a PE-backed company
• Experienced in developing and presenting business plans, models, and financial forecasts to a variety of audiences including front line management, leadership, and board members.
• Prior experience or interest in SaaS / technology is a plus
• Strong analytical skills. This includes the ability to create financial models from scratch and an interest in conducting deep dive analysis to better understand key business drivers
• Advanced proficiency in Excel and PowerPoint, and Workday Adaptive Planning/ Adaptive Insights
• Exceptional knowledge of generally accepted accounting principles