Rocket Software · 6 hours ago
Principal Financial Analyst
Waltham, MA
Full-time
Onsite
Senior Level, Lead/Staff
$119K/yr - $161K/yr
7+ years expRocket Software is a company where employees are passionate about their work. The Principal Financial Analyst role focuses on revenue planning and supporting key business partners, ensuring data integrity, and driving insights through financial modeling and analysis.
Information TechnologySoftware
Responsibilities
Own and maintain the forecasting and planning systems on behalf of Revenue Operations
Take ownership of significant parts of the annual operating plan, quarterly forecasts and strategic planning processes including the planning, execution and reporting related to each
Develop a deep understanding of the business’ goals/objectives, to understand the root causes of variances and provide insightful, fact-based data analysis and scenario modeling to tell the story of the business
Proactively partner and engage with key leaders to drive improved insight into the business, by refining or developing new KPI’s or scorecards that drive organizational accountability and performance
Support your business partner with the finance cadence/rhythm of monthly reporting, rolling forecasts and the annual budgeting / planning cycle in alignment with Revenue Operations timelines by communicating required deliverables clearly and facilitating reviews with senior leaders in a timely manner
Help drive innovation by actively seeking opportunities to simplify reporting and delivery methods to improve efficiency and effectiveness of finance activities through automation within the confines of available tools. When the right tools are not available, ensure the technology roadmap is updated to reflect desired future state
Provide financial modeling, financial analysis and valuation support for acquisitions, long-term contracts, and other ad-hoc financial projects
Expected to act as the lead on internal, cross functional projects from time-to-time
Act as a leader/mentor to junior staff which may include formal and informal training, direction or supervision
Qualification
Required
Minimum of 7-10 years of Finance and/or Accounting experience
Minimum of 5 years of Financial Analysis experience including forecasting, planning and variance analysis
Expert level of Excel knowledge with the ability to use pivot tables, complex formulae and perform modeling
Experience with ERP, forecasting and planning, data visualization tools
Demonstrated ability to manage to tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast-paced environment
Demonstrated ability to work both strategically and at a detailed operational level
Ability to quickly grasp new ideas and organize complex information
Ability to explain concepts and processes to new team members
Experience with moving from data gathering, through focused analysis, to clear, accurate and compelling story telling of key business drivers and business insights
Ability to provide executive-grade accurate financial data/information focused on driving business decisions
Curious, self-starter who consistently takes the initiative to address questions and build new processes/structures
Expert-level analytical and financial modeling skills
Excellent presentation skills, both written and oral
Benefits
Unlimited Vacation Time as well as paid holidays and sick time
Health and Wellness coverage options for Rocketeers and dependents
Life and disability coverage
Fidelity 401(k) and Roth Retirement Savings with matching contributions
Monthly student debt benefit program
Tuition Reimbursement and Certificate Reimbursement Program opportunities
Leadership and skills training opportunities
Company
Rocket Software
As a global technology leader, Rocket Software is the partner of choice for organizations transforming their IT from core systems to the cloud.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2012-02-02Acquired
Leadership Team
Gary Gregory
Chief Technology Officer
Joe Devlin
Chief Technology Officer, VP, and Distinguished Engineer
Company data provided by crunchbase