Senior Financial Analyst @ Zywave | Jobright.ai
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Zywave · 6 days ago

Senior Financial Analyst

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Responsibilities

Perform analysis and reporting related to the company’s sales, commissions, and financial performance.
Prepare and assist with analysis of the company’s operating results and financial position.
Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
Identify trends and recommend actions to management.
Identify and drive process improvements, including creating standard and ad-hoc reports, tools, and Excel dashboards.
Compile and analyze department and product line profitability analyses.
Lead departmental expense reviews.
Analyze and recommend options for company improvement in revenue generation and expense reduction.
Assist with planning, developing, and preparing inputs for company’s budgets and forecasts.
Complete month-end financial analysis and reporting tasks.
Perform monthly review of financial results.
Analyze financial data and create financial models for decision support.
Assist with transfer pricing and allocation calculations.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FinanceAccountingFinancial statementsBudgetingCash managementFinancial analysisSaaS metricsFinancial modelingExcelAnalyzing financial situationsProblem-solvingHard-workingDetail-orientedWritten communicationOral communicationAnalytical skillsOrganizational skillsMaintain confidentialityStreamline functionsPassion for learningGrowthSage IntacctSalesforce

Required

Bachelor’s Degree in Finance or Accounting
4-6 years of professional experience in Finance or Accounting
General technical knowledge of financial statements, budgeting, cash management, and financial analysis processes
Experience working with SaaS metrics
Strong financial modeling skills
Able to work with managers throughout the company in analyzing financial situations
Strong written and oral communication skills
Strong analytical, quantitative, and Excel skills
Detail oriented
Strong organizational skills
Ability to maintain a high level of financial confidentiality
Ability to streamline functions and a passion to learn and grow

Preferred

Sage Intacct and Salesforce experience desirable

Company

Zywave leads the insurtech industry with the most comprehensive cloud platform solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
2020-09-17Acquired· by Clearlake Capital Group

Leadership Team

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Jason Liu
CEO
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Paul Rybecky
Chief Financial Officer
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Company data provided by crunchbase
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