Financial planning and analysis (FP&A) is the budgeting, forecasting and analytical processes that support an organization’s financial health and business strategy. FP&A analysts, managers, and directors are responsible for providing senior management with the financial analysis and information they need to make major operational, financial, and strategic decisions.

What you’ll do:

• Build and maintain complex financial models for all revenue streams (recurring, non-recurring, professional services)
• Own the budgeting, forecasting, and reporting for all revenue streams
• Update and review monthly and quarterly reports
• Compiling data from sources and consolidating them into a consistent format
• Research and analysis variance in monthly accounting reports
• Participate in the yearly annual operating plan process
• Support business with monthly forecasting operating expense and headcount needs
• Identify and actively help functional management control expense levers as appropriate
• Communicate with functional business managers and finance colleagues regarding significant variances from budget/forecast
• Work with peers across the business finance organization to develop trusted relationships that deliver strong interlocks and seamless operational experiences
• Review month-end financial package for individual business units and functional units with written analysis of actuals compared to budget and prior periods
• Interact with leaders in all functional departments to prepare ad-hoc forward-looking analysis with recommendations
• Prepare monthly by customer recurring revenue reporting, including reviewing trends for increase and decrease as well as potential billing issues.
• Review the commission reporting process including data compilation, statement automation, and journal entry preparation
• Align closely with Accounting to assist as necessary and to serve as backup on key functions
• Take the lead in the building of on-demand reporting packages, including key performance indicators, leveraging the existing accounting and CRM system
• Assist in building of annual budgets and quarterly forecasts by working with key stakeholders for inputs and maintaining and improving existing data models
• Creates and maintains a monthly dashboard with key metrics for quick review of our financial performance with explanation to variances.
• Provide comparative industry and competitor financial performance indicates to our company

What we’re looking for:

• Bachelor’s Degree in Finance or Accounting
• 5+ years of related experience preferred
• Report writing with Jedox, NetSuite ERP, and Salesforce CRM preferred
• Strong problem-solving skills, using rigorous logic and methods to solve difficult problems with effective solutions, looking beyond the obvious, and doesn’t stop at the first answers
• Learns quickly when facing new problems
• Makes good decisions based upon a mixture of analysis, experience, and judgment
• Ability to work effectively with a wide range of decision-makers to yield results
• Proficient in Microsoft Office Suite, particularly Excel
• Excellent communication skills, both oral and written
• Ability to work autonomously and as part of a team
• Strong organization skills and ability to manage multiple high-priority projects simultaneously and successfully