Prepare financial reports, assist in budgeting and forecasting processes, serve as finance business partner, conduct financial reporting and analyses, provide decision support for company goals.
What You Will Be Doing
- Prepare weekly reports focusing on bookings, pipelines, and other financial metrics.
- Assist in annual budgeting and monthly forecast processes for revenue and expenses using Workday Adaptive Planning.
- Serve as finance business partner supporting department leaders in budgeting, forecasting, revenue/cost/expense initiatives, and related analyses.
- Assist with monthly financial reporting and quarterly board presentations
- Perform ongoing and ad hoc reporting, analyses, and modeling to provide timely decision support for achieving company goals
Your Qualifications
- 2-3 years of relevant FP&A experience required,
- Intermediate skills in Microsoft Excel-based data collection, cleansing, and modeling required,
- Ability to learn quickly, break down complex concepts, and solve problems with a growth-oriented mindset,
- Track record of integrity, self-motivation, and cross-functional collaboration required,
- Good communication and presentation skills are required,
- Working experience in Workday Adaptive Planning, Salesforce, NetSuite, and Power BI are preferred
- MBA preferred; other advanced degrees, including CPA, CFA, and MS, are a plus.
A few things we have to offer:
- Competitive base salary + bonus
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
Top Skills
Excel
NetSuite
Power BI
Salesforce
Workday Adaptive Planning
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