What are the responsibilities and job description for the Senior Financial Analyst position at Planet Professional?
Senior Financial Analyst
Direct Hire
$80-120k plus bonus
Hybrid (onsite 1-2 days a week) - Boston, MA
Must Haves:
Bachelor's degree and 4 years of FP&A experience, including forecasting and modeling
Business partnering with senior level stakeholders
Experience within SaaS, software, or other technology industry
Expense experience
Advanced Excel
Experience in a fast paced environment
Plus:
Experience supporting a technology organization of a company
Headcount Analysis/Planning/reconciliation- highly preferred
Oracle or Netsuite
Power BI
Basic understanding of accounting principles
Healthcare industry exposure a plus
Position Overview:
We are seeking a Senior Financial Analyst to join our Financial Planning and Analysis (“FP&A”) team. As a Senior Financial Analyst, you will play a pivotal role in supporting our finance team and senior management by providing valuable insights, analysis, and recommendations to drive strategic decision-making and optimize financial performance. This role will be supporting the Infrastructure and Cloud Operations teams under the Technology (“Tech”) division, primarily on Income Statement activities.
Your Impact:
- Partner directly with senior management and other internal stakeholders to provide financial analysis, insights & recommendations to the Infrastructure and Cloud Operations teams
- Work both within the Finance team and with other departments (HR, Sales, Operations, etc.) to support the Tech division
- Assist in financial modeling, reporting, forecasting, and budgeting with focus on expense and headcount management to help drive profitability as well as support the continuing growth of the business
- Assist in creating and maintaining complex financial models to support the monthly forecasting process and on-going ad-hoc analysis; Continuously seek opportunities to enhance financial processes, streamline workflows, and implement best practices to drive efficiency and scalability.
- Prepare management reports & dashboards focused around financial & operational KPI’s; Drive reporting automation and develop new and improved metrics and processes.
- Collaborate with accounting teams to ensure accurate and timely financial reporting in accordance with GAAP standards.
- Build financial models for new business concepts, make analytical judgments, and provide data intensive analyses to drive meaningful change.
- Assist in the annual budgeting process by collaborating with cross-functional teams to gather relevant data, perform analysis, and validate assumptions.
What You Bring:
- Bachelor’s degree required in Finance, Economics or Accounting
- 5 or more years of experience in a financial advisory capacity in Corporate Financial Planning;
- Proficiency in financial modeling, forecasting techniques, and variance analysis.
- Strong analytical skills with the ability to interpret complex financial data and communicate findings effectively.
- Advanced proficiency in Microsoft Excel; experience with Oracle Enterprise Business Planning and Budgeting Cloud Solution or other FP&A software is a plus.
- Solid understanding of GAAP principles and financial reporting requirements.
- Excellent organizational skills with the ability to prioritize tasks, meet deadlines, and work effectively in a fast-paced environment.
- Proactive mindset with a passion for continuous learning and professional development.
- Strong interpersonal skills with the ability to collaborate effectively across functions and influence decision-making at all levels of the organization.
- High level of integrity, ethics, and professionalism in handling confidential information and conducting financial analysis.
