Note: The job is a remote job and is open to candidates in USA. ALKEME Insurance is seeking a Principal Financial Analyst to work cross-functionally to ensure the company's financial goals are met. The role involves providing financial analysis and support to drive strategic objectives, preparing budgets and forecasts, and analyzing financial data to project future sales and expenses.
Responsibilities
- Facilitate the preparation of the annual budget and work extensively with functional leaders to develop monthly rolling forecasts and analyze performance results
- Drive decision making and strategy for assigned functions with data and analytical insight
- Prepare internal forecasts of income statements, balance sheets, cash flows and other financial data
- Analyze records of past and present financial data, trends and costs, estimated and actual revenues, commitments, and obligations incurred, to project future sales and expenses
- Provide revenue and gross profit analysis for new and existing products
- Provide product line profitability for historical activity as well as projected results
- Generate scenario and ad-hoc analyses on critical business and financial dimensions
- Assist with various projects related to acquisitions including preliminary analysis, due diligence and post conversion results
- Prepare financial information and presentations to the Executive Team and Board of Directors
- Work with all business partners including attending meetings and developing working relationships with leadership in order to develop a monthly rolling forecast including headcount projections
- Work with business partners to develop and report on productivity measures
- Provide necessary business updates & variance analysis to all levels of management, and strategic support for improved modeling allocations
- Other duties as assigned
Skills
- Bachelor's degree in Finance or Accounting; MBA and CPA strongly preferred
- 8-10 years' experience in Financial Analysis or related field; SaaS experience a plus
- Ability to handle multiple tasks in a fast-paced environment is required
- Candidate must be flexible, well organized and able to work well under pressure
- Excellent verbal and written communication skills, a professional demeanor and positive experience working alone or with a team
- Ability to clearly articulate complex concepts in simple terms to diverse audiences
- Candidate must possess strong accounting, conceptual, analytical, communication and interpersonal skills
- The ability to think creatively and work in a team environment is required
- Individual must work well in a dynamic environment and be able to recommend and implement process improvements, work independently and handle multiple tasks simultaneously
- Proficient in Excel
Benefits
- A flexible virtual-first work philosophy
- An initial equity award in Restricted Stock Units (RSUs) for all new Associates and on-going award opportunities to participate in the value created through Paycor's growth
- 401(k) with $.65 match for every dollar contributed up to 6% of eligible pay
- Generous paid time off in addition to 10 paid holidays (including YOUR Holiday to celebrate a day or holiday you hold special)
- Three medical plan options – including a $0 cost option and travel & lodging support to ensure access to medical care
- Paid leave for birth parents, non-birth parents, elder caregivers, and military support
- Sabbatical opportunities for tenured Associates
- Employee Stock Purchase Plan, which enables you to buy PYCR stock at a 15% discount
- Inclusive and accessible Employee Assistance Program (EAP) to help with everyday challenges
- Performance-based annual bonus or commission, depending on their position
Company Overview