Apply on Employer Site

Businessolver · 11 hours ago

Senior Analyst (Reporting) (Remote)

United States

Full-time

Remote

Senior Level

$62K/yr - $97K/yr

5+ years exp

Businessolver has been a leader in benefits technology and services since 1998, focusing on client-centric solutions. The Senior Financial Analyst will be responsible for transforming data into actionable insights, enhancing forecast accuracy, and collaborating with multiple departments to support financial planning and analysis efforts.

AccountingFinancial ServicesInformation Technology

Responsibilities

Own assigned modules within the integrated 3-statement planning model (revenue/COGS/opex, headcount, working capital), maintain documentation/version control, and produce monthly outlooks with variance bridges and a clear R&O log

Produce the standardized monthly management pack (P&L/BS/CF) with segment/product and cohort/ARR views; ensure tie-outs to the GL and to EPM/BI dashboards; deliver CFO/ELT-ready pages that translate results into “so what / now what” actions; support Board materials with consistent schedules and footnotes

Steward KPI definitions and mapping tables under Corporate FP&A’s master-data policy; reconcile CRM/EPM/ERP views, run exception logs, and partner with EPM/Data on metadata, ETL validation, and audit trails

Build pro-forma and scenario cases; prepare diligence-ready schedules; model planning impacts of purchase accounting with Accounting (e.g., amortization, revenue timing); establish Day-1/Day-100 KPI baselines and synergy-tracking dashboards

Collaborate with Revenue Planning on ARR roll-forwards and revenue bridges; ensure alignment to ASC 606 planning assumptions (SSP, variable consideration) while leaving policy to Accounting

Build/automate self-serve dashboards (Power BI/Tableau) covering KPI trends (ARR/NRR/GRR, unit cost, utilization, backlog health, win rate/ASP/cycle as applicable); retire low-value reports to reduce cycle time

Support long-range planning with scenario/sensitivity packs, working-capital/cash bridges, and covenant/headroom tracking

Uphold FP&A operating standards (close to forecast SLAs, version control, change logs) and ensure reporting and forecast artifacts are complete, consistent, and audit-ready

Qualification

FP&A/Strategic FinanceDriver-based modelingVariance analysisAdvanced ExcelEPM (Adaptive/Anaplan)BI (Power BI/Tableau)Salesforce familiarityMBA/CPA/CFA courseworkData governanceM&A supportScenario analysisClear communication

Required

5–8 years in FP&A/Strategic Finance within SaaS or tech-enabled services, including hands-on driver-based modeling and variance analysis

Familiarity with ASC 606 planning implications and how they affect revenue timing and metrics

Advanced Excel; experience with EPM (Adaptive/Anaplan) and BI (Power BI/Tableau); Salesforce familiarity required; SQL a plus

Clear communicator who distills complex analytics into simple options and actions; comfortable partnering with Sales, CS, Product/Engineering, Accounting, and Corporate Development

Bachelor's in Finance, Economics, Accounting, or related