Senior Financial Analyst

Senior Financial Analyst

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Fusion Risk Management is a fast‑growing, innovative company committed to fostering a supportive, inclusive environment and recognized by the Chicago Tribune and Built in Chicago for its culture!

Our values are at the center of our company. They are the core ethics and principles that help define our personality as an organization and give us focus and purpose.

• Trust:
  Earn teammates’ trust and assume positive intent; act with integrity; respect diversity of thought, skills, and background
• Passion:
  Make a difference; don’t wait until you’re asked or instructed; maintain a bias to action and impact
• Collaboration:
  
  Think systematically and see your role within the bigger picture; be accountable for your part of team success; put your teammates in a position to thrive
• Customer Centricity:
  Demonstrate a solid commitment to customer success by providing positive and consistent customer experiences (exhibiting professionalism, patience, respect, and knowledge);
  Proactively engage our customer community, seek customer feedback – be open to listening – and actively incorporate the voice of the customer into daily activities
• Growth:
  Strive for excellence; embrace change; prioritize continuous improvement

Fusion’s FP&A team is a business‑critical, highly visible function that supports all revenue aspects of the Company’s financial strategy and operations. This growing team provides valuable business partnering and financial insights to the Fusion Leadership Team and supports key company and Board‑level strategic initiatives.

The Senior Analyst, FP&A will be highly visible within the organization and will partner with all revenue‑focused departments and reporting functions. We are looking for someone who is detail‑oriented, self‑motivated, and a demonstrated creative problem solver with a proven ability to manage multiple streams of work in a dynamic business environment.

• Provide business partnering support for the Sales, Marketing, Renewals & Customer Success organizations, including analysis, reporting, metrics measurement & strategic initiatives
• Provide business partnering support for accounting, including accruals and other month‑end close activities
• Support the Sales & Marketing monthly metrics meetings, including data gathering and identifying key trends & actionable insights
• Support the Revenue Operations team with reporting, revenue leaderboards, wins‑rate analysis & dashboards for leadership consumption
• Support the Marketing organization with deeper dive analysis, forecasting, reporting & actionable insights
• Support the Renewals organization with forecasting & presenting to leadership
• Aid in the preparation of monthly management presentations & quarterly BOD meetings, identifying and summarizing key trends and variance analysis for leadership consumption
• Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans and operating forecasts
• Perform ad‑hoc financial and operational analysis at multiple levels of complexity, including ROI, cost analysis, invoicing & cash collections analysis, and sales pipeline analysis
• Aid in the annual planning activities for the Company; collaborate with senior members of the Leadership team to set, drive and manage the Planning process

• BS or BBA Degree in Finance or a related field (MBA a plus)
• 2+ years of experience in financial planning/analysis, budgeting & forecasting, finance, etc., preferably in software/SAAS
• Experience supporting the Sales & Marketing organizations preferred
• In-depth understanding of common business and cost drivers, financial statement analysis, and deep‑dive analysis
• Strong strategic skills, with the proven ability to identify and assess key points, implications, & recommendations
• Strong organizational skills with demonstrated ability to manage multiple competing priorities and drive projects to completion
• Demonstrated ability to influence decisions through effective verbal and written…