Sr. Financial Analyst

Description

• Own the monthly reporting process, ensuring deliverables and timelines are adhered to/ analyze results 
• Support the preparation of meeting materials to support clear communications and understanding at the executive and board level  
• Facilitate the preparation, reporting and analysis of corporate level annual budgets, quarterly forecasts and monthly estimates.  
• Anticipate potential questions and conduct investigations of errors and variance analysis independently and collaborate with management to resolve business issues.  
• Perform structured analysis; conduct data mining; identify, clarify, and investigate discrepancies and exceptions; proactively develop solutions and processes.  
• Maintain, reconcile, review, combine, and validate financial data sets and accounts, utilizing financial reports, financial databases, and key financial information.  
• Contribute to development of budget, forecasting, analyses to be used for key activities, decision making.  
• Run and analyze financial reports, often from multiple systems; assist in preparation of management information reports.  
• Assist in enhancing current BI reporting tools to create dynamic dashboards for financial and KPI metrics 
• Support the implementation of the new financial planning system by assisting with system setup, data validation, and process testing 
• Detail oriented person who seeks to drive consistency in delivered results and timelines
• Highly driven individual who values opportunities to grow and develop professionally in a high visibility role with a broad array of potential responsibilities
• Must take initiative in anticipating the needs of the executive team and other business leaders
• Must thrive in a fast-paced environment, possess a high level of intellectual curiosity
• Combines strong analytical capabilities with business acumen and communication skills to deliver insights that drive financial and operational performance
• Proven ability to work independently and cross-functionally to determine methods and procedures regarding assignments
• Strong interpersonal skills with a collaborative, team-oriented mindset and the ability to influence
• Possesses a clear commitment to generating results and exhibits the highest personal and professional standards of integrity and ethics
• Proven track record of financial statement analysis and developing impactful business analysis 

• U.S. Citizenship or Permanent Residency is required.
• Must be a resident of the local area with ability to work on site.

• Bachelor’s degree in finance or business – MBA a plus
• Minimum of 12 years of financial analysis experience preferably with a software company in a high visibility finance, strategy or analytics role
• Advanced Microsoft Excel skills highly desired

• Knowledge of Oracle, Salesforce, PowerPoint, Tableau, Adaptive Planning would be a benefit 
• Exceptional track record with communication, and interpersonal skills, capable of engaging with stakeholders at all levels of a customer, to deliver business results.
• Exceptional verbal and written communication skills, with experience presenting at executive levels.
• Must be willing to travel domestically as needed for sales calls and internal meetings.

• Hybrid work model for workplace flexibility 
• Comprehensive health, dental, and life insurance 
• Short and long-term disability coverage 
• RRSP matching for financial security 
• Flexible time-off policies for work-life balance 
• Employee assistance program for mental well-being 
• Learning benefits, including a LinkedIn Learning subscription and seminars