Overview
This role is a remote, work-from-home position. Qualified candidates are encouraged to apply in the continental U.S., except candidates from Colorado, California, Washington, Maryland, Hawaii, New York, Maine, Illinois, or New Jersey.
The Senior Financial Analyst provides financial analysis, reporting, business support, and responds to external requests.
Responsibilities
Financial planning, analysis, and reporting
- Manage and administer the FPA Planning system (NetSuite Planning and Budgeting NSPB)
- Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
- Create report templates to support analysis and requirements of management and FPA staff
Management & external reporting
- Produce multiple reporting packages used internally and externally
- Prepare reports and analysis of trends in P&L results and business metrics compared to expectations
- Support the Accounting department during close periods to ensure data integrity
- Responsible for monthly consolidated headcount reporting
- Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View); understanding reporting hierarchies is required
- Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
- Distribute financials to the Accounting/Finance team for review during the accounting close process
- Support ad hoc report requests from the Board of Directors and internal management team
Business support
- Provide business support to executives and other departments
- Support the Finance/HR/Legal/IT departments
Business and reporting process improvement
- Create, audit, and update documentation for business and reporting processes
- Use modern reporting tools (NSPB, PowerQuery, and PowerBI) and AI (Claude and CoPilot) to improve reporting accuracy and ease of reporting
- Partner with Sales, Billing, and IT teams to evaluate business processes and identify opportunities to improve inputs to achieve reporting and analysis outcomes
Other duties
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field
- Minimum of five (5) years of professional experience with financial analysis, budgeting, planning, and financial modeling
- Strong Microsoft Office skills and proficiency with company-wide ERP systems (NetSuite), financial planning systems (NSPB), financial reporting systems (NSPB and Smart View), and sales and marketing systems (HubSpot, Service Now, and ConnectWise)
- Ability to work under tight deadlines in a fast-paced, dynamic environment where accuracy is expected
- Ability to summarize and clearly communicate financial analysis to non-financial business partners
- Competence in handling very confidential data and information
- Strong analytical and critical thinking skills
- Proactive, future-looking, positive attitude
- Ability to work independently and take ownership of work produced
- Strong communication (written and oral) skills, including with people across other business groups
- Ability to develop positive and professional relationships with colleagues and leadership and work effectively across organizational boundaries
Preferred Qualifications
Compensation & Benefits
- Copay medical plan option
- HSA medical plans with employer contributions to your HSA account
- Dental and vision coverage
- Company-paid life insurance
- Company-paid short- and long-term disability coverage
- 401K savings plan with a generous company match; vested on your first day of eligibility in the plan
- Wellness program to improve health and earn a discount on health insurance premiums
- Tuition Reimbursement Plan covering up to $5,250
Location
Remote, work-from-home position.
Candidates are encouraged to apply in the continental U.S., except candidates from Colorado, California, Washington, Maryland, Hawaii, New York, Maine, Illinois, or New Jersey.