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NetDocuments · 17 hours ago

Senior Financial Analyst - SaaS

Lehi, UT

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $120K/yr

5+ years exp

NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. They are seeking a Senior Financial Analyst who will act as a trusted business partner owning budgeting and forecasting processes, providing insight and analysis to inform decision making and support business growth.

Cloud Data ServicesEmailEnterprise SoftwareSaaSSoftware

Responsibilities

Act as the trusted business advisor to the functional budget owners to understand revenue and expense forecasts and inputs during the monthly, quarterly, and annual budget and continuous forecasting processes

Maintain all company forecasts, including short-term and long-term financial and KPI projections

Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including data analysis and interpretation to understand and explain key drivers of results and preparation of monthly reports and quarterly Board of Directors reports

Analyze financial results, distill key trends, assess current and future risks, and present key insights to senior leadership

Create and maintain variety of corporate metrics, dashboards, and reports to drive insight and action and support internal and external stakeholders

Extract incremental value out of existing systems and help implement new systems to support forecasting and data analysis requirements

Partner with sales and marketing organizations to develop new reporting to support go-to-market strategies

Manage projects with stakeholders to make data-driven decisions on topics including:

Forecasting

Growth/churn strategy

General process improvement

Various sales & marketing ad hoc reporting

Other duties as assigned

Qualification

Financial modelingBudgetingForecastingAnalytical skillsAdvanced ExcelPowerPoint skillsSalesforceNetSuiteAdaptive InsightsBI toolsCommunication skills

Required

BS/BA in Finance, Accounting, Economics, Mathematics or equivalent practical experience

5+ years of relevant experience including investment banking, private equity and corporate FP&A

Strong analytical skills, including superior financial modeling, general financial reporting and management accounting skills to inform decision making

Advanced Excel and PowerPoint skills