Who you are
The ideal candidate will have a strong FP&A background, analytical mindset, keen attention to detail, excellent communication skills, and operate with a high level of autonomy
You are the right candidate if you are comfortable in a high-energy, fast-paced environment with shifting demands and can effectively prioritize asks of stakeholders
You are willing and able to dive into the details but can balance the ability to summarize and communicate with senior leadership at a higher level
You take full ownership of your work and that of your team, deliver a high level of accuracy in your deliverables, and self-correct when necessary to get back on track
Bachelor’s degree in Finance, Accounting, Business Administration or related field
Minimum 3-5 years of experience relevant to FP&A responsibilities
Strong attention to detail and process-oriented mindset to deliver timely, high-quality deliverables to senior leadership and external stakeholders
Excellent written and verbal communication skills, and experience working with senior finance executives
Proficiency in finance software and tools. Candidate should have advanced Excel skills, with OneStream proficiency as a plus
Mindset of continuous improvement to advance financial processes, systems, and reporting capabilities and deliver enhanced efficiency and accuracy
In-depth knowledge of accounting principles
Experience with SaaS companies and familiarity with multiple entity companies a plus
What the job involves
We are looking for a Senior Analyst to join our finance team and contribute to our continued growth and success.
The Senior
Analyst will be responsible for supporting our home and field services software vertical, and involved in financial aspects of strategic decision-making
This role involves partnering with various stakeholders to provide financial insights, support strategic financial modeling, and ensure alignment with the company’s financial goals
Own the annual budget, long-range plan, and recurring forecasts across revenue, gross margin, operating expenses for a specific vertical
Track actuals vs. budget/forecast/prior year, identify key drivers of variance, and provide actionable insights to vertical leadership
Develop revenue forecasts using relevant operational drivers such as bookings, pipeline, customer count, retention/churn, pricing, volume, and ARPU
Evaluate new initiatives, hiring requests, product investments, pricing changes, go-to-market programs, and other growth opportunities through ROI/business-case analysis
Maintain a forward-looking view of upside/downside items and recommend actions to mitigate risks or capture opportunities
Involved in other special projects as they arise
Benefits
Flexibility to work where/how you want – in-office, remote, or hybrid
Robust health and wellness benefits, including an annual wellness stipend
Continued investment in your professional development through Udemy
401k with company match
Flexible and generous paid time off
Employee Stock Purchase Program