We are seeking a talented finance professional to support our Sales and Marketing teams. The Financial Analyst II will provide decision support through analysis of financial and non-financial metrics, and will be viewed as a subject matter expert and a trusted partner among our Sales and Marketing leadership teams.
Requirements
- Develop, maintain, and enhance current reporting financial metrics for both internal and board of directors reporting for the entire company’s 3 financial statements.
- Create, maintain, and automate team-wide financial reporting of P&L views during Forecast, Flux, Outlook, and create automated business-partner level reporting for budgeting.
- Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level.
- Partner closely with business leaders in the company to drive operational excellence, finance insights, forecasting accuracy & organizational accountability.
- Participate in the preparation of monthly forecasts, annual budgets, cost trackers, and long-range plans.
- Refine and enhance existing forecasting processes and financial models to improve accuracy and usability.
- Develop dashboard automation of financial processes with business partners.
- Design and deliver insightful analytics and ad hoc reporting to evaluate spending efficiency.
- Utilize financial data to support annual budgeting, monthly forecasting, and quarter-end close activities.
- Provide reports for business partners to enable them to manage their budgets and headcount effectively and in accordance with annual plan
- Partner with Sales and Marketing leaders to analyze and forecast key drivers of go-to-market performance.
- Conduct sales and marketing channel analysis, including ROI metrics and SaaS KPIs such as Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC).
- Become a trusted expert on granular details behind face financial statements, such as vendor and customer level actuals.
- Conduct and deliver pipeline analyses across the full sales funnel—from pre-opportunity to closed deals.
- Communicate financial and operational findings to leadership teams clearly and effectively.
- Help drive scalable financial systems that integrate seamlessly with other tools, supporting data-driven decision-making at all levels.
- Support management and department heads with ad hoc analysis, financial reporting, and special projects as needed.
- Any other tasks that may be assigned to help the company meet its goals
Benefits
- Competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation.
