Overview
This exempt role is part of the Finance Department and reports directly to the Vice President, Financial Planning & Analysis.
The organization provides connected technology solutions, services, and support for high-density properties across North America and the Caribbean.
Responsibilities
Recurring Revenue Forecast Model
- Perform monthly mechanics, including data refresh and reconciling the model.
Non-Recurring / Project Revenue Forecast
- Pull bookings/backlog data and track actual vs. planned install dates once trained on the source data.
- Shadow the forecast build and scenario logic.
Customer Profitability (Account & Service Contract Models)
- Own data population by pulling cost, invoicing, and usage data into the models and reconciling inputs.
Variance Analysis
- Compare actual results to budget/forecast and calculate variances by line.
Monthly Board Reporting
- Prepare slide/schedule population, chart updates, and formatting once underlying numbers are approved.
Ad Hoc Requests
- Handle quick data pulls and one-off analyses.
Requirements
- Bachelor’s degree in Finance, Business or equivalent.
- Minimum of one year of financial analysis experience.
- Intermediate to advanced level Excel skills.
Compensation & Benefits
In addition to earnings and other incentives (eligibility based on position type and status), benefits typically include:
- Medical and Prescription options, Dental, Orthodontics, and Vision Plans
- Company-funded options for HSA and Flexible Spending accounts
- 100% Company-paid premiums for Short Term Disability
- Life and Accidental Death and Dismemberment insurance plan options
- Supplemental insurance plan options
- 401(k) Profit-Sharing Retirement plan
- Flexible Paid Time Off after 60 days of employment
- Paid Holidays, per Employee Handbook
Location
North America and the Caribbean (work supporting properties in these regions).
Equal Opportunity
The organization is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. Employment decisions are based on qualifications, merit, and business need.