Financial Analyst

Job Expectations

• Analyze performance drivers across departments and product lines to highlight profitability gaps and opportunities.
• Deliver actionable reporting on net revenue, EBITDA, payroll-to-revenue ratio, and departmental utilization.
• Collaborate with the CFO and CEO to build executive-level reporting and Shore View-facing financial packages.

• Analyze performance drivers across departments and product lines to highlight profitability gaps and opportunities.
• Deliver actionable reporting on net revenue, EBITDA, payroll-to-revenue ratio, and departmental utilization.
• Collaborate with the CFO and CEO to build executive-level reporting and Shore View-facing financial packages.

• Conduct deep-dive profitability analysis at the partner, department, and service line level.
• Provide visibility into time tracking data to support accurate scoping, over-servicing alerts, and staffing efficiency.
• Help guide leaders in pricing adjustments, bundling strategies, and resource modeling.

• Lead monthly forecasting and budgeting cycles in partnership with department heads.
• Build scenario models that assess risks, forecast revenue changes, and simulate cost outcomes.

• Leverage tools like Net Suite, Salesforce, and Paylocity to streamline financial data and reporting workflows.
• Customize dashboards and create automation opportunities that reduce manual reporting dependencies.

• Contribute to major company priorities including operational efficiency, storage industry focus, and product-led transformation.
• Support the evaluation of strategic investments, pricing models, or acquisitions with financial diligence.

• Strong understanding of financial modeling, budgeting, and forecasting.
• Proficiency in Net Suite with hands‑on experience in financial reporting, budgeting, and customization.
• Advanced Excel skills and familiarity with other financial software.
• Excellent analytical and problem‑solving abilities.
• Strong communication skills with the ability to present complex financial data in a clear and concise manner.
• Ability to work collaboratively in a fast‑paced, team‑oriented environment.
• Knowledge of the marketing industry and its financial drivers is a plus.

• 3–6 years of experience in financial analysis, FP&A, or strategic finance.
• Strong understanding of service business economics and private equity‑backed reporting cycles.
• Advanced Excel or Google Sheets skills; familiarity with BI tools (Power BI, Tableau) a plus.
• Hands‑on experience with Net Suite and Salesforce preferred.
• Skilled in turning complex data into clear, visual insights that support decision‑making.
• Comfortable engaging with executive leadership and challenging the status quo with data.