Senior Financial Analyst

Job Description

The Sr Financial Analyst will play an important role within the growing finance team. This position reports directly to the VP, Financial Planning & Analysis and will be responsible for delivering financial and operational business models, analyses and metrics that lead to insightful and accurate business decisions.

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

• Provide key inputs in support of the company’s detailed long-range strategic planning models
• Conduct financial modeling, financial analysis and valuation support for acquisitions, partnerships, new product development, pricing, long-term contracts and other ad-hoc financial projects
• Maintain, monitor and analyze key company financial and operational metrics
• Work closely with VP Sales Operations to drive systems and processes around detailed reporting, visibility and metrics for pipeline, bookings, quota achievement and commissions
• Work closely with VP Business Development to drive systems and processes around detailed reporting, visibility and metrics for partners
• Support budget and forecasting cycles - system, process and financial analysis
• Analyze budget and forecast variances; work with the accounting team and department leaders to provide visibility and to understand fluctuations in revenues, expenses and other key metrics
• Prepare reporting, analysis, commentary and presentation material for monthly and quarterly financial review meetings including Board Meetings and Private Equity Investor requirements
• Prepare monthly, quarterly and annual reporting required by Private Equity Investor.
• Automate analytical and reporting processes
• Function as a Business Partner to Finance and the management team
• Interact with all levels of management, including the C-Suite and Board of Directors
• Analyze and reconcile monthly partner billings for multiple revenue sources and develop improved processes and automation
• Work on special projects and ad hoc reporting as assigned by the VP FP&A, CFO, CEO, and other members of the management team.

• Works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.
• Long-distance or air travel as needed –not to exceed 10% travel.
• Periods of stress may occur

• Activities require a significant amount of sitting at office and work desks and in front of a computer monitor.
• Some walking and standing relative to interaction with other personnel.

Qualifications

• 4+ years of experience in financial planning and analysis or corporate accounting setting in an analytical/reporting role.
• Advanced MS Excel and PowerPoint skills
• Advanced experience working with corporate budgeting process and detailed financial models
• Excellent customer relations skills and ability to communicate effectively with customers both internal and external
• Ability to work cross functionally, managing many stakeholders and building solid relationships throughout the company
• Extremely organized with the ability to prioritize activities, manage timelines, and effectively deal with a fast-paced environment
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field

• MBA or relevant graduate degree preferred
• Experience working in a Private Equities business
• HCIT or software technology industry experience preferred
• NetSuite and Salesforce.com experience

Additional Information

All your information will be kept confidential according to EEO guidelines.