OnBoard · 22 hours ago

Financial Analyst

Remote - US

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Assist in the overall budgeting forecasting process including business unit budgets

Maintain the planning models for financial planning purposes

Identify trends and anticipate needs to support an evolving business environment

Partner with business owners to support their expense management and forecasting

Work closely with Accounting and oversee monthly reporting and forecast

Provide ad hoc reports and analysis to senior management as needed

Analyze, synthesize and translate data into key inputs and insights that will drive strategic decision making within the company

Identify and drive business process improvements

Conduct research for finance-related metrics, benchmarks, and trend analysis

Participate in cross-functional business projects and analysis

Participate in the development and implementation of process improvements

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.

Financial AnalysisFinancial PlanningBudgeting SystemsFinancial ModelingAdvanced ExcelSaaS Industry ExperiencePowerPoint SkillsTrend AnalysisData SynthesisWord SkillsCFACPABusiness AcumenProject ManagementCustomer Focus

Required

Bachelors Degree in Finance, Accounting, Business Admin, or a related field

2-3 years of related experience in an FP&A, banking, corporate strategy, or consulting role

1-2 years SaaS industry experience

Advanced Excel, PowerPoint, and Word skills required

Experience with Financial Modeling and Budgeting Systems

Skilled in preparing presentation materials to senior management and possess solid communication skills

Able to multi-task, excellent project management skills, comfortable with change in a fast-paced environment, proactive, able to work with senior management, and possess excellent interpersonal skills with all levels

Ability to work effectively in a remote environment