Senior Financial Analyst jobs in United States
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Sovos · 3 days ago

Senior Financial Analyst

Sovos is a global provider of tax, compliance and trust solutions, transforming tax compliance into a growth opportunity. As a Senior Financial Analyst, you will support financial forecasting, budgeting, and long-range planning, collaborating across functions to deliver insightful reporting and financial models that influence strategic decisions.

Enterprise Resource Planning (ERP)Enterprise SoftwareFinancial ServicesSoftware

Responsibilities

Drive execution of monthly financial forecasts, annual budgets, and long-range planning activities
Partner with Accounting to maintain consistency between budgets, forecasts, and reported financials
Deliver insightful reporting, presentations, and variance analyses (ARR, revenue, expense, and more) to senior leadership in support of business reviews and performance management
Understand the drivers behind financial results and clearly communicate the 'story' around the numbers to stakeholders
Ensure overall financials are accurate and that the financial narrative is well-represented
Project manage monthly Operational Review and Board of Directors reporting processes, ensuring deadlines are met across teams and leadership levels
Build alignment with business leaders to inform financial forecasts and support achievement of business objectives
Collaborate with cross-functional teams to ensure data quality and accuracy within key financial systems (Adaptive, Keystone, NetSuite, and others)
Design, develop, implement, and maintain integrated financial models and processes
Lead ad hoc analyses to support strategic and operational initiatives as they arise
Leverage AI tools and technologies to enhance financial modeling, streamline analyses, and accelerate insight generation

Qualification

Financial modelingSaaS metricsExcel proficiencyAdaptiveNetSuiteTableauSalesforceGAAP knowledgeAnalytical skillsAI tools proficiencyCommunication skillsProblem-solving skillsCritical-thinking skills

Required

Bachelor's Degree in Business, Finance, Economics, or Accounting; MBA is a plus
4+ years of experience in a finance role, ideally within Private Equity-backed SaaS companies
Strong understanding of SaaS metrics (MRR, ARR, GRR, and others), forecasting methodologies, and financial modeling best practices
Advanced proficiency in Excel, including financial modeling, scenario analysis, and pivot tables
Hands-on experience with Adaptive, NetSuite, Tableau, Salesforce, and MS Office
Working knowledge of GAAP to ensure forecasts reconcile with reported results
Self-starter with strong problem-solving, analytical, and critical-thinking skills
Excellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights
Comfort working with AI tools to enhance productivity and analytical capabilities
Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire

Preferred

Preferred time zone: Eastern or Central

Benefits

Flexible Time-Off
Comprehensive Health, Dental and Vision benefits
401(k) with employee sponsored match
Bi-Weekly Meeting Free Days
Mentoring Programs
Globally recognized Training and Development programs
Tuition Reimbursement, Time off to Volunteer, Charitable Giving Match, and more!

Company

Sovos provides IT-driven global tax, compliance, and trust solutions for businesses in an evolving regulatory landscape.

Funding

Current Stage
Late Stage
Total Funding
$118.8M
2024-03-22Private Equity· $23.47M
2024-01-08Series Unknown· $7.22M
2023-06-29Series Unknown· $20.55M

Leadership Team

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Kevin Akeroyd
CEO
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David Woodworth
Chief Financial Officer
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Company data provided by crunchbase