Note: The job is a remote job and is open to candidates in USA. Paylocity is hiring a Senior Financial Analyst (Operations) to support enterprise financial performance through financial modeling, budgeting, forecasting, and potentially pricing and monetization analysis. The role partners with business leaders to guide revenue optimization, cost management, and long-range planning, and presents financial insights and recommendations to senior leadership.
Responsibilities
- Prepare and maintain complex financial models, including forecasts for income statement, balance sheet, and cash flows
- Partner with business leaders to develop annual budgets, rolling forecasts, and long-range financial plans for assigned P&L categories
- Support monthly and quarterly close by preparing advanced analyses and reviewing work performed by junior analysts
- Maintain and analyze key financial metrics, KPIs, and ratios to assess business performance, labor efficiency, capital investments, and profitability
- Perform ad hoc financial modeling and analysis to support strategic initiatives and leadership decision-making
- Serve as a trusted finance partner to leaders across Finance, Product, Sales, Human Resources, Marketing, and/or Operations
- Support earnings guidance and external reporting processes through forecast preparation and analytical support
- Prepare and maintain Balance Sheet & Statement of Cash Flows budget and forecasts
- Present financial insights, pricing recommendations, and strategic analyses to senior leadership and executives
- Act as a point of coordination for designated financial approval or governance processes as assigned
- Maintain and update various financial metrics and ratios to assist management in the evaluation of business performance, including labor and capital expenditures
- Partner with the business to prepare budgets and forecasts for assigned P&L categories
- Support the earnings release process, including the preparation of financial statement forecasts
- Prepare the most complex areas of financial analysis for monthly and quarterly close; may require reviewing work completed by Financial Analyst I and Financial Analyst II
- Other ad hoc analyses and financial modeling upon manager request
Skills
- 5+ years of corporate finance experience, exposure to a public company environment a plus
- Strong quantitative, analytical, and financial modeling skills
- Advanced proficiency in Microsoft Excel and PowerPoint; ability to synthesize complex analyses into executive-ready insights
- Excellent written and verbal communication skills, with comfort presenting to senior leadership
- Ability to lead cross-functional initiatives and influence without direct authority
- High attention to detail with strong organizational and time-management skills in a fastpaced environment
- Bachelor's degree required
- Other quantitative-focused majors may be considered
- Focus in Accounting or Finance preferred
- CPA or other professional designation strongly preferred
- Big 4 public accounting experience preferred
Benefits
- Medical, dental, vision, life, and disability coverage
- A 401(k) match
- Career development
- Fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance.
- Eligible for an annual bonus based on individual performance
- Eligible for a restricted stock unit grant based on individual performance
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