Financial Analyst
Work with functional department teams to prepare forecasts including short-term projections, annual budgets, and long-range plans Monitor Daily bookings and revenue against forecasts Business partnering with sales, marketing and sales operations teams to drive company performance Consolidating business results for corporate reporting Commission calculations for sales team Provide comparison of forecast results versus actual results along with analysis of deviations from forecast/budget Prepare journal entries at month-end to ensure accurate financial results Develop and manage KPI's and metrics as determined by leadership Gather and maintain relevant historical financial reports by compiling data from multiple sources and presenting it in the most useful way Participate in the annual budget process at the direction of Finance leadership, including the CFO Perform ad hoc analysis as requested by Finance/Accounting leadership, including the CFO Minimum of a Bachelor's Degree in Finance or Accounting Professional Finance and Accounting experience preferred Detail oriented and focused on providing accurate and relevant information and analysis Strong organizational skills along with the ability to efficiently manage multiple projects simultaneously The capability to process large amounts of data in a manner that leads to the ability to efficiently analyze that data The ability to search tables within databases to extract information relevant to job duties Keen analytic, organization and problem-solving skills which allows for strategic data interpretation; ability to identify patterns and trends Capable of identifying problems or errors in data as well as discovering the root cause of those problems or errors The ability to work independently, as well as part of a team, and the understanding to know when issues need to be escalated Maintain strict confidentiality of forecasts and/or results Excel Expertise required NetSuite, Salesforce, Power BI, OneStream preferred
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Financial Analyst
Work with functional department teams to prepare forecasts including short-term projections, annual budgets, and long-range plans Monitor Daily bookings and revenue against forecasts Business partnering with sales, marketing and sales operations teams to drive company performance Consolidating business results for corporate reporting Commission calculations for sales team Provide comparison of forecast results versus actual results along with analysis of deviations from forecast/budget Prepare journal entries at month-end to ensure accurate financial results Develop and manage KPI's and metrics as determined by leadership Gather and maintain relevant historical financial reports by compiling data from multiple sources and presenting it in the most useful way Participate in the annual budget process at the direction of Finance leadership, including the CFO Perform ad hoc analysis as requested by Finance/Accounting leadership, including the CFO Minimum of a Bachelor's Degree in Finance or Accounting Professional Finance and Accounting experience preferred Detail oriented and focused on providing accurate and relevant information and analysis Strong organizational skills along with the ability to efficiently manage multiple projects simultaneously The capability to process large amounts of data in a manner that leads to the ability to efficiently analyze that data The ability to search tables within databases to extract information relevant to job duties Keen analytic, organization and problem-solving skills which allows for strategic data interpretation; ability to identify patterns and trends Capable of identifying problems or errors in data as well as discovering the root cause of those problems or errors The ability to work independently, as well as part of a team, and the understanding to know when issues need to be escalated Maintain strict confidentiality of forecasts and/or results Excel Expertise required NetSuite, Salesforce, Power BI, OneStream preferred