What are the responsibilities and job description for the Financial Planning Analyst position at Foundation Software?
Position Summary
Foundation Software is looking for a Financial Analyst to support its growing Financial Planning & Analysis team. This is an exciting opportunity to help manage the strategic planning, budgeting, forecasting, reporting processes. The right individual will have exceptional financial modeling skills, a keen diligence, effective communication, and solid business judgment capable of driving organizational results. He or she will have operated successfully in a fast-paced, purposeful environment and possess effective verbal and written communication skills. Foundation is looking for an initiative-taker, who can work efficiently and autonomously while solving ambiguous, complex business problems.
Essential Functions and Responsibilities
- Manage organization-wide setting and tracking initiatives.
- Assist in the financial planning/budgeting process.
- Compile and review operational plans with leadership.
- Perform ad-hoc analyses.
- Prior experience in corporate finance, management consulting, public accounting, or investment banking is preferred.
- Excellent organizational skills: ability to manage multiple projects at once, follow through and meet deadlines.
- Strong written and oral communication skills
- Strong analytical skills with diligence
- Demonstrated ability to manage multiple competing priorities simultaneously and drive projects to completion.
- Other duties as assigned.
Required Skills and Experience
- 2-5 years of business finance or other relevant experience
- BA or BS degree required (bachelor's degree in accounting/finance/economics or Statistics), MBA preferred.
- High proficiency in financial modeling techniques
- Strong quantitative and analytical competency
- Strong knowledge and fluency with Microsoft Excel advanced formulas and functions
- Hand on experience with NetSuite preferred.
- Ability to streamline functions and passion to learn and grow.
- Comfort dealing with ambiguity and the ability to work independently.
- Ability to manage multiple tasks and adapt to a changing, challenging environment.
- Initiative-taker with excellent communication, presentation, and critical thinking skills; must be comfortable interacting with executive-level management.
- Detailed understanding of SaaS business metrics
- Good business acumen
At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks.
Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual!
Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 19-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.
Let us start your future at Foundation!
