Schedule: Monday-Friday, 8 AM to 5 PM Central Standard Time
About the Company
Our client is a US-based company specializing in Finance, Accounting, and HR support services. They provide a comprehensive suite of outsourcing and consulting solutions designed to enhance performance and drive productivity across diverse industries.
About the Role
We are seeking a High-Caliber Senior Finance Analyst to serve as a strategic architect between complex datasets and executive-level decision-making. This is not a transactional role; it is a high-impact leadership replacement for a pivotal member of our team.
The ideal candidate is a poised, self-directed professional who thrives on autonomy and possesses the executive presence to own the production of board-level presentations and investor communications. Reporting directly to the Finance Lead, you will operate as a key stakeholder, collaborating frequently with the CEO and Sales Leadership to drive organizational clarity.
Responsibilities
Strategic Analysis & Reporting
- Executive Reporting: Produce and analyze weekly, monthly, and quarterly reporting packages (CARR, ARR, SaaS KPIs, P&L, Cash Position) for the Executive team and the Board.
- Financial Statement Analysis: Conduct deep-dive reviews of income statements, balance sheets, and cash flow statements to assess health, identify trends, and spot potential financial risks.
- Valuation & Investment: Assess the value of investments using models such as Discounted Cash Flow (DCF) and Comparable Company Analysis (CCA) to guide "buy, sell, or hold" decisions.
- Presenting Recommendations: Translate data into actionable insights, presenting recommendations to improve profitability, optimize investments, and reduce costs.
Forecasting, Budgeting & Risk
- Forecasting & Budgeting: Collaborate with department leaders to build detailed monthly and multi-year budgets at the account, customer, and vendor levels.
- Trend Prediction: Analyze historical data and current market trends to predict future performance and suggest strategic adjustments to financial plans.
- Risk Management: Identify financial risks and propose mitigation strategies involving market analysis, economic trends, and capital structure assessments.
Operations & Data Integrity
- Sales Operations: Calculate and administer complex sales commission and incentive plans; maintain the company’s product and service price book.
- Cost Analysis: Analyze operational costs to identify areas for savings and improved efficiency.
- Data Integrity: Maintain robust customer financial and site count data to ensure "one source of truth" across the organization.
- Spend Management: Lead monthly discussions with department managers to review spend materials and ensure alignment with planned budgets.
- Board Liaison: Act as a primary point of contact for board inquiries, providing analytical responses within a 24–48 hour turnaround.
Competencies and Qualifications
Must-Have
- 5–7 years of experience in financial analysis or staff accounting.
- Expert-level proficiency is non-negotiable. You must be capable of building, maintaining, and improving sophisticated models without heavy reliance on ERP automation.
- Proven experience with SaaS metrics (ARR, Churn, Retention).
- Exceptional ability to interpret financial statements and "tell the story" behind the numbers for an executive audience.
- Bachelor’s degree in Finance or Accounting.
- Highly organized, detail-oriented, and confident enough to work with minimal micromanagement.
Nice-to-Have
- Experience with Great Plains (Microsoft Dynamics GP).
- Familiarity with Salesforce for data extraction and analysis.
- A track record of identifying and implementing efficiencies in existing financial workflows.
What We Offer
- 100% Remote Work
- 13th Month Pay
- Free Learning and Development Programs