Senior Financial Analyst

As a Senior Financial Analyst, you will play an integral part in the development of the annual operating sales and marketing budget and the associated tracking of performance against plan throughout the year. You will also help develop and own both revenue and expense forecast models for the company's various business lines. This position will work intimately with the Finance Manager and executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis.

You will also be working closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements to support or go-to-market teams.

• Review and develop annual sales and marketing budgets and targets along with follow-on forecasts on a quarterly basis
• Prepare and review financial variances between Actual/Budget/Forecast
• Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
• Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
• Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
• Provide user support and maintenance during annual budget cycle and quarterly forecast cycles
• Conduct presentation to management as needed

• Review and develop annual sales and marketing budgets and targets along with follow-on forecasts on a quarterly basis
• Prepare and review financial variances between Actual/Budget/Forecast
• Reconcile transactions by comparing vs. budget, prior year, prior months, investigating variances and correcting data
• Provide information to management by compiling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
• Develop and refine key business metrics and drives robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
• Provide user support and maintenance during annual budget cycle and quarterly forecast cycles
• Conduct presentation to management as needed

• Report on weekly KPI’s such as ACV ("Annual Contract Value" - Orders), Recurring revenue, customer and unit roll forwards, attrition rates and customer retention.
• Investigate variances vs. plan and meeting with department managers for input.
• Utilize Sales Force and ERP systems (Sage Intacct), together with BI tools (Power Pivot, Claude) for consolidation and analysis of data.
• Drive meaningful analytics and investigate root causes for variances, using modern analysis methodologies, including the use of Claude or other AI tools.
• Perform trend analysis on data on a weekly basis to report to the Business Unit Presidents
• Maintain the company’s SAAS Dashboard and provide weekly to the management team
• Regular and dependable attendance

• Develop complex financial models and present analytics to support Sales and Marketing teams
• Assist in developing complex models that support the financial modeling related to potential Mergers & Acquisitions activity.
• Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling.
• Develop, interpret, and implement financial concepts for financial planning
• Prepare various industry and market analyses and benchmarking, as required

• Access Sage Intacct general ledger system and financial reporting systems to pull actual Revenue data for use in trending and forecasting…