Sr. Financial Analyst

Based in Kansas City, the Sr. Financial Analyst will support the Finance organization with budgeting and forecasting, variance analysis, cash flow projections, and other ad-hoc analysis across multiple business units. This position will act as a trusted advisor and business partner to our internal stakeholders, driving financial awareness and operational efficiency throughout the organization.

How you'll make an impact:

• Act as a finance business partner to one or more of our strategic lines of business or key functional areas, including both Corporate and Services

• Lead Annual Budget preparation and input into our budgeting and forecasting tool, Adaptive Insights

• Lead Monthly variance analysis and reporting

• Build and maintain detailed financial models and revenue and profit forecasting

• Assist in creation of long-range financial plan, ensuring alignment with company strategy, market dynamics, and investor expectations

• Ad-hoc analysis and research requested by the business

• Conduct and support special projects through data analysis and research

• Preparation and compilation of reporting decks for both internal and external stakeholders

• Continuously monitor forecasted expenses and headcount to ensure accuracy

• Partner with the Business Intelligence group to create and refine key metric reporting

• Lead quarterly financial reviews with internal stakeholders

• Create agile, integrated financial plans that account for multiple scenarios

What we're looking for:

• Degree in Finance, Accounting, or other analytical field required; MBA, CPA, or CFA preferred

• 3+ years of experience in a similar analytical role, preferably with a company in the technology, services or cybersecurity field

• 2+ years of experience budgeting and forecasting expenses and/or revenue

• Highly competent in Excel: excellent financial modeling skills and ability to perform complex analyses with big data sets required

• Excellent presentation skills and comfort in communicating with multiple levels of leadership

• Proficient with NetSuite and Adaptive Insights or similar ERP and financial system

• General understanding of accounting and revenue recognition principles

What you can expect from Optiv

• A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
• Work/life balance
• Professional training resources
• Creative problem-solving and the ability to tackle unique, complex projects
• Volunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
• The ability and technology necessary to productively work remotely/from home (where applicable)

EEO Statement

Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.

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