Overview
The financial analyst will own key operational workstreams that enable renewal execution. The role partners cross-functionally with Renewals leadership, Sales, and integration teams on M&A-related renewals activity, account assignment, and process documentation.
This position is detail-oriented and process-driven, with strong operational rigor and analytical skills, managing multiple workstreams across stakeholders. The analyst ensures accurate account assignment, monitors renewal health, supports reporting and process improvements, and maintains documentation to drive consistency across the team. The role is highly visible and directly supports Finance leadership and senior executives.
Responsibilities
- Streamline and improve financial renewal reporting and identify/implement process improvements to enhance the accuracy and timeliness of the financial reporting process
- Support the business finance cadence for monthly reporting, rolling forecasts, and the annual budgeting/planning cycle in alignment with Corporate FP&A timelines
- Collaborate and partner with key department leads and cross-company finance and operational teams
- Analyze results to understand performance against plan/forecast, identify trends indicating problems or opportunities, and highlight business issues and risks
- Present analysis to management and the executive team for use by the CEO, CFO, and Board of Directors
- Provide ad hoc financial analysis as needed
Requirements
- Minimum of 3-5 years of Finance and/or Accounting experience
- Experience managing operating expenses and budgets
- High level of Excel knowledge, including pivot tables and advanced formulae, with the ability to create visuals that tell the business story
- Ability to meet tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast-paced environment
- Ability to interpret data and provide relevant conclusions and recommendations
- Strong verbal and written communication skills, comfortable presenting to and interacting with C-level executives
- Self-starter with a desire to learn and grow in a team environment
- Strong collaboration across teams and functions
- Comfortable working with ambiguity and unstructured, disparate data
- Excellent organizational skills and attention to detail
- Intellectual curiosity and strategic mindset
Preferred Qualifications
- Enterprise software industry or management consulting experience
- Master’s degree in Finance or Business
- Experience with Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce
Education
- Bachelor’s degree in Finance or Accounting
Travel Requirements
- Minimal, infrequent travel
Compensation & Benefits (USA)
- Unlimited Vacation Time, plus paid holidays and sick time
- Health and Wellness coverage options for employees and dependents
- Life and disability coverage
- Fidelity 401(k) and Roth Retirement Savings with matching contributions
- Monthly student debt benefit program
- Tuition Reimbursement and Certificate Reimbursement Program opportunities
- Leadership and skills training opportunities
Equal Opportunity & Accessibility
EOE M/F/Vet/Disability. The organization is committed to creating a diverse environment and is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Reasonable accommodation is available for individuals with physical and mental disabilities. Background and reference checks are included in the hiring process.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.