**Overview**
The Senior Financial/Business Analyst will support management reporting and analyzing financial and operational data, business analysis, and insights to drive organizational decision-making and company performance.
Additionally, this role will assist in annual and monthly planning processes, metric development, data visualization and building financial models that enable the team to deliver actionable, value-added analysis across the company.
The analyst is expected to ultimately establish themselves as a domain specific business partner to management teams.
**Responsibilities**
- Compile a monthly and quarterly executive review package that includes internal management reporting, comprehensive Key Performance Indicators (KPI), analysis of key business trends, actual versus budget versus prior year variances and comprehensive explanations of differences.
- Support the company's annual budget and monthly forecasts, which shall include enhancing planning tools, process improvements and data automation.
- Build Power BI data structures, reports/dashboards and metrics, integrating data from multiple data sources/systems (Salesforce, ERP/Dynamics, Excel, Vena Reporting and Databases)
- Support the preparation of the company's long-range strategic planning models.
- Provide required information and reports in support of Board and investor presentations
- Provide financial modeling, financial analysis and valuation support for acquisitions, new product development, long-term contracts and other ad-hoc financial projects.
- Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed.
- Perform ad hoc analyses to support leadership and business initiatives.
- Establish company-wide relationships to ensure quality deliverables and information flow.
**Requirements**:
- Bachelor's degree in Finance, Accounting, Management Information Systems and 5 years+ relevant experience.
- Advanced financial modelling, excel and data management skills.
- Previous experience with data visualization and/or business intelligence tools preferred.
- Prior experience supporting scaling of finance processes and systems in growing SAAS and/or professional services companies with multiple/complex product lines would be a plus.
- Knowledge of contemporary database, financial ERP and/or EPM systems is desired.
- Willingness to roll up your sleeves and execute independently at a hands-on and tactical level.
- Strong written and verbal communication skills and exceptional organizational, analytical, and numeration skills.