Overview
This role is for a Senior Financial Analyst I reporting to the Director of Finance. The position involves serving as a strategic thought partner to a specific business vertical, translating data into actionable insights to guide business decisions. Responsibilities include leading financial planning and modeling, managing budgets in partnership with General Managers, and tracking performance against key KPIs to ensure alignment with the annual plan. The role requires proactive identification of risks and opportunities to optimize investments and improve expense management.
Responsibilities
- Serve as the primary finance partner to assigned vertical(s), leading scenario modeling and delivering actionable insights for strategic and operational decisions.
- Monitor performance against KPIs, annual plans, and budgets; identify risks and opportunities and recommend data-driven solutions.
- Manage budgets across expense categories and departments, ensuring accurate forecasting and resource allocation.
- Collaborate closely with Accounting during month-end close processes.
- Contribute to the development and execution of annual operating plans, linking financial insights to company strategy and growth objectives.
- Enhance and maintain financial reporting tools and infrastructure to provide clear visibility into P&L performance and variance drivers.
- Lead projects and initiatives with minimal oversight, contributing to strategic discussions.
- Mentor teammates and support onboarding and learning opportunities related to financial best practices.
- Participate in brainstorming sessions, leadership discussions, and industry events to stay current with market trends.
Key Initiatives
- Establish and monitor new KPIs and metrics.
- Lead integration efforts for newly acquired businesses.
- Identify and propose performance improvement opportunities to drive efficiency and growth.
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, Business Administration, or a related field.
- Minimum of 5 years of experience in financial planning and analysis with proven business partnering skills.
- Experience in financial analysis, strategic and financial planning, building and maintaining financial models, and working with financial systems.
- Strong skills in financial modeling, forecasting, and scenario analysis.
- Ability to identify and communicate business opportunities, risks, and insights in a fast-paced environment.
- Experience with revenue analytics, margin analysis, and strategic financial planning.
- Proficiency with G-Suite or Microsoft Excel and PowerPoint.
- Familiarity with FP&A tools such as Pigment, Anaplan, and Looker.
Compensation & Benefits
- Industry-leading medical, dental, and vision health care plans for employees and dependents.
- Flexible vacation time off, 11 holidays, and company holiday shutdown.
- New Parent Leave for employees with newborns or newly placed children.
- Mental health support resources.
- Paid sabbatical after 5 years of service.
- Health and Dependent Care FSA and HSA plans with monthly employer contributions.
- Monthly wellness, cell phone, and wifi stipends (wifi stipend and work-from-home equipment stipend available for remote employees).
- Co-working space subsidy for remote employees.
- Employee resource groups and company-wide events.
- Volunteer time off with company matching donations.
- 401(k) plan with 4% company match.
- Access to financial wellness guidance and Certified Financial Planner support.
- Employer-paid disability and life insurance premiums.
Location
- This is a remote position based in the U.S.
Additional Information
- The employer is an equal opportunity employer committed to diversity and prohibits discrimination and harassment based on any protected characteristic.
- The employer complies with applicable fair chance laws regarding applicants with criminal histories.
- Participation in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program is required for all U.S. locations.