Financial Analyst

Core Responsibilities

• Working closely with the account team to forecast revenue, expense and capex
• Become the account financial advisor; assist with margin improvement plans, assist with financial modeling and analysis on an ad hoc basis and own all reported financial metrics.
• Become the accounts go-to person for all things finance related.
• Contribute to the annual planning process, primary owner for financial output
• Support ongoing reviews of business operations and process improvement initiatives
• Assist in monthly accounting close, including detailed expense review/validation for your key account
• Month End Close, Reporting and Analysis for FPA and account team
• Leverage Adaptive Planning system for forecasting and reporting
• Drive automation through existing systems for management reporting wherever possible
• Work with managers across the organization to ensure internal/operational financial views are accurate and relevant (Revenue, Margins, OPEX, headcount)
• Other ad hoc reporting for FPA, account leadership or executives.

Required Skills

• 6+ years experience in FPA or corporate finance role
• Capable of working in a dynamic, fast-changing, and sometimes ambiguous environment
• Demonstrated understanding of finance / accounting principles and concepts
• Comfortable learning and managing new financial systems
• Great communication skills that will allow you to interact and work with others that do not have a direct-line reporting responsibility to you
• Must be extremely well-organized with the ability to multi-task across multiple deliverables, bias towards productivity
• Ability to develop detailed financial models, and to synthesize anecdotal and structured information into meaningful insight
• Effective presentation skills and experience working with executive leadership with at least 2-5 years of experience in financial management
• Prior experience of corporate planning and/or account operations function and proficiency using NetSuite, Adaptive, Xactly, or comparable software tools for financial planning.
• Prior experience effectively modeling and presenting data using Microsoft Office (Excel, PowerPoint, Word).