Job Overview

This position is a high impact role with senior leadership exposure that will have the opportunity to directly impact strategic decision making, own the budget and forcasting process while contributing to the board reporting frequently.

Essential Functions

• Develop and maintain all financial planning, annual operating plan, and forecasting models.


• Build dashboards, KPIs, and other reports that provide actionable insights across the organization.


• Prepare in-depth analyses of company performance and key metrics.


• Prepare business cases, pricing scenarios, and other analyses as requested by department leaders.


• Create presentations and provide support for leadership, board packages, and strategic initiatives.


• Develop and maintain rigorous processes for financial reporting and analyses.


• Ability to translate complex financial analyses to non-financial team members.


• Compile data, develop insights, and communicate recommendations to executive-level audiences.


• Ad-hoc projects

Work Environment & Travel Requirements

• Work is typically in a normal office administrative environment involving minimal exposure to physical risks.


• Position requires little to moderate physical activity. Mostly sedentary work exerting up to 10 pounds of force occasionally or a negligible amount of force to lift, carry, push, pull, or otherwise move objects. Work involves sitting most of the time, but may involve walking or standing for brief periods of time. No significant stooping is usually required.


• Minimal travel.

Qualifications

Requirements

• BS Degree in Finance, Economics, or Accounting


• 5 years progressive experience in financial modeling, budgeting, forecasting


• 3 years’ experience in a SaaS business


• Strong working knowledge of financial reporting organizational structure, and


• Experience integrating data seamlessly from disparate data sources


• Expert excel skills that includes multi-year forecasting and scenario based planning


• SQL, Python, and Power BI skills would be helpful but not required

Personality Traits

• Competitive spirit and desire to exceed expectations


• Insatiable curiosity


• Confident communicator


• Resilient, able to persevere during a challenge


• Strong organizational skills


• Entrepreneurial enthusiasm