Financial Analyst

3-5 years of progressive accounting / finance background in a rapidly growing High Tech or Private Equity environment with an emphasis on financial systems, KPIs, and modeling

Strong understanding of financial principles, financial statements, business performance metrics, and quantitative analysis

Demonstrated ability to partner effectively with senior leaders and cross-functional teams

Vena Solutions, Great Plains Dynamics software and Salesforce/CRM experience, a plus

Experience with leveraging AI in existing processes, a plus

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A key participant in the creation of the company’s annual operating plan that will provide management with analytical tools to establish goals and measure performance of the Company.

Analyze and communicate historical and forecasted financial and operational performance, identifying key trends, variances, opportunities, and risks for senior management.

Lead or support quarterly forecasting processes, including the income statement, balance sheet, cash flow, headcount, and other key financial and operating metrics.

Prepare monthly, quarterly, and annual budget-to-actual analyses, investigate significant variances, and work with business leaders to understand drivers and identify corrective actions.

Coordinate monthly expense and forecast reviews with assigned departments, partnering with budget owners to improve financial visibility, accountability, and performance.

Assists in analyzing and reporting on the Company’s SaaS and services metrics, including recurring revenue, bookings, retention, churn, customer acquisition, gross margin, utilization, services revenue, and operating expenses.