Position Summary Details
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 forecasting process while contributing to the board reporting frequently.
Essential Duties & Responsibilities
The essential functions include, but are not limited to the following:
- Develop and maintain all financial planning, annual operating plan, and forecasting models while continuously improving their accuracy.
- Build dashboards, KPIs, and other reports that provide actionable insights across the organization.
- Track and analyze key financial and operational metrics, identifying trends, assessing business risks, and communicating insights to executive leadership.
- Prepare in-depth analyses of leading and lagging indicators of company’s 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.
- Conduct ad-hoc financial analyses and support special projects as needed.
Minimum Qualifications (Knowledge, Skills, and Abilities)
Education:
- Bachelor’s Degree in Finance, Economics, or Accounting
Experience:
- 5 years progressive experience in financial modeling, budgeting, forecasting
- Minimum 3 years’ experience in a SaaS business required
- 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, VBA, Power Automate and Power BI skills would be helpful preferred but not required
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