Senior Financial Analyst
Job Summary
Job Description
The Financial Planning & Analysis Team supports LeadVenture's growth in a fast-paced environment. This role involves being on the front lines of a major investment in new accounting systems and processes to scale the back office with the business. Responsibilities include analyzing financial data, developing financial models, creating monthly forecasts, assisting with annual budgets, summarizing COGS and operating expenses, preparing reports, presenting analysis, ensuring data accuracy, providing financial modeling assistance for M&A activity, conducting ad-hoc financial analysis, communicating conclusions to stakeholders, and streamlining processes for efficiency.
Must have:
- Bachelor's degree in Finance, Accounting, or Economics
- At least 4 years of business experience, with a focus in Finance or Accounting
- Advanced proficiency in Excel
- Strong organizational skills and attention to detail
- Experience presenting to senior managers, including C-level executives
- Ability to manage and analyze large data sets
- Proven experience developing financial models
- Adeptness with reporting financial data concisely
- Ability to multi-task in a fast-paced environment
- Excellent written and verbal communication skills
- Maturity, professionalism, and high level of discretion
- Strong work ethic with a positive attitude
- Independent worker and analytical thinker
- Willingness to travel as necessary
Good to have:
- SaaS experience is a strong plus
9 skills required
Job Details
The Financial Planning & Analysis Team supports the growth and fast-7paced environment of LeadVenture. We are looking for a go-getter willing to take on any challenge thrown at them. This role will be on the front lines of a major investment of new accounting systems and processes to build the ability for the back office to scale with the business. We are only looking for candidates in the Pacific time zone, preferably near our corporate HQ in the Portland area.
We are only accepting candidates for this role located in the following states:
Arizona, Idaho, Montana, Oregon, Utah, and Wyoming.
Arizona, Idaho, Montana, Oregon, Utah, and Wyoming.
Here is more of what you’ll get to do:
- Analyze financial data by collecting, monitoring, and creating financial models for decision support
- Develop monthly forecast models and assist in the development of the annual operating budget
- Assemble and summarize COGS and operating expense data, prepare reports, present analysis, and ensure data accuracy and integrity
- Develop and provide monthly/quarterly reporting for the executive team, analyzing financial results and performance to budget plan and forecast
- Provide financial modeling assistance for potential M&A activity
- Conduct ad-hoc financial analysis/special projects to assist senior management in driving business performance
- Clearly communicate conclusions, analytical findings, and value-added information to internal stakeholders
- Proactively seek and streamline processes to add efficiencies
You’ll thrive in this role if you have:
- Bachelor’s degree in Finance, Accounting, or Economics
- At least 4 years of business experience, with a focus in Finance or Accounting
- Advanced proficiency in Excel
- Strong organizational skills and attention to detail
- Experience presenting to senior managers, including C-level executives
- Ability to manage and analyze large data sets
- Proven experience developing financial models in Excel, Adaptive, NetSuite, etc.
- Adeptness with reporting financial data in a concise and organized manner
- Ability to multi-task and work in a challenging, fast-paced environment
- Excellent written and verbal communication skills
- Maturity, professionalism, and high level of discretion are required
- Strong work ethic with a positive, can-do attitude
- Independent worker and analytical thinker with the ability to conduct research, data analysis, and resolve complex problems
- Willingness to travel as necessary
- SaaS experience a strong plus
Does this position sound like something you would enjoy and be successful at, but you’re not sure you have the exact qualifications to be considered? While our job descriptions are an outline for the type of candidate we’re looking for, it is not a checklist. We encourage you to apply!
*This role is not open to candidates located in Colorado, Connecticut, California, Maryland, Nevada, New York, Rhode Island, or Washington.
Who are we?
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing, and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture, and more.
LeadVenture is the market-leading SaaS provider of digital retailing, eCommerce, digital marketing, and eCatalog solutions for dealerships across 12 industry verticals including powersports, marine, RV, pre-owned auto, agriculture, and more.
Our family of brands includes Dealer Spike, ARI Network Services, Inc. (ARI), Dealer Car Search, Frazer, TCS Technologies, Net Driven, Direct Communications, Inc. (DCi), Auction123, Powersports Support, Level 5, PSM Marketing, Monroney Labels, and Interact RV. We are an international company with offices located in the United States, Mexico (Juniper Data Center), Belize (Dealer Spike Belize), India, and The Netherlands. Together, we are LeadVenture.
LeadVenture provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, LeadVenture complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
LeadVenture expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of LeadVenture employees to perform their job duties may result in discipline up to and including discharge.
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