What are the responsibilities and job description for the Senior Finance Analyst - Strategic Finance position at OneTrust?
The Challenge
We are looking for a Senior Financial Analyst to develop and manage the budget and forecast processes for key financial metrics as well as provide accurate and data-based reporting to help drive business decisions to ensure financial success.
Your Mission
- Consolidate and analyze financial data considering the company’s business objectives. Conduct business reviews on past, future and comparative performance trends and develop forecast models
- Manage the quarterly and annual budget and forecast process
- Support the review, selection and implementation of a planning software tool
- Prepare ARR, revenue, cost and headcount projections
- Compare anticipated and actual results and identify areas of improvement
- Assemble and summarize data to structure sophisticated reports on financial status and risks
- Coordinate with the VP of Finance and the executive team on long-term financial planning
- Maintain confidentiality of financial information and investment decisions
You Are
- Self-motivated
- Able to work independently, multi-task and prioritize your workload
- Able to quickly shift priorities to meet deadlines
- Able to effectively communicate, both verbal and written, with all levels of the organization
- Meticulous and pride yourself with attention to detail and accuracy
- Adaptable to change and thrive in a fast-paced environment
- Highly organized
Your Experience Includes
- 3-5 years of proven work experience as a Senior Financial Analyst, Financial Analyst or similar role
- Hands-on experience with financial, CRM (Salesforce.com preferred) and analytical software
- Expertise in MS Excel, including advanced formulas
- Excellent analytical, presentation, reporting and communication skills
- Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
- Demonstrable strategic thinking skills
- Trusted individual in handling sensitive financial information
- BS degree in Finance, Accounting or Economics
- CPA or MBA in Finance, Economic or related field
- Experience with tech or SaaS
