Description:
• Serve as a strategic business partner across three entities by providing financial insights that support cross-departmental integration and consistent reporting.
• Contribute to financial reporting and analysis across multiple entities and help maintain alignment between departments.
• Assist leadership with analysis of pricing, customer health, and key performance metrics.
• Collaborate with the Technology team to track project lifecycles and evaluate capitalization eligibility.
• Partner with the Accounting team on month-end close activities and help ensure financial data is accurate and complete.
• Help implement AI and automation tools to improve financial processes and team efficiency.
• Participate in annual budgeting, rolling forecasts, and financial consolidation.
• Assist with financial analysis and decision support, including ROI analysis, budget-to-actual reporting, and cost savings opportunities.
Requirements:
• 5+ years of experience in Finance/FP&A with a solid understanding of GAAP, financial statements, and advanced modeling concepts.
• Proficiency in NetSuite is strongly preferred.
• Expert proficiency in Excel and Google Business Apps.
• A forward-thinking mindset with the ability to leverage AI and automation to improve financial operations.
• Strong critical thinking, communication, and influence skills.
• Bachelor’s degree in Accounting or Finance.
• CPA, CFA, or a Master’s degree is highly preferred.
• Experience in the technology, software, or real estate industries is highly preferred.
Benefits:
• Base salary of $95,300-$116,700 annually, depending on location, experience, and qualifications.
• Company profit-sharing bonus program, communication stipends, and referral bonuses.
• Comprehensive medical, dental, and company-paid vision insurance.
• 401(k) retirement plan with employer match.
• Paid time off and paid holidays.
• Employee assistance and wellness programs, including access to Galileo for virtual primary care and Rula for virtual mental health resources.
• Company-paid short-term disability coverage and company contributions to health savings funds.
• Career and skill development resources.