Finance Analyst - FP&A

Accruent; Milwaukee (WI); Remote; USD 56,000 - 106,000; Full time

Job summary

Join a leading company as a Finance Analyst - FP&A, where you'll provide essential financial planning and analysis support to senior leadership. This remote-first role involves conducting financial modeling, reporting, and collaborating with various departments to drive performance insights. You'll have the opportunity to work closely with the VP of FP&A and gain mentorship from the CFO, ensuring your professional growth in a dynamic environment focused on innovation and employee development.

Benefits

Mentorship from CFO

Access to finance professionals network

Career development resources

Qualifications

• 3-4 years of experience in financial analysis, reporting, and forecasting.
• Proficiency in Excel and knowledge of MS Office applications.

Responsibilities

• Conduct in-depth financial analysis and modeling to support business strategies.
• Partner with senior leaders to provide financial reports and analysis.

Skills

Communication

Problem-solving

Analytical

Detail-oriented

Education

Bachelor’s degree in Business, Finance, Accounting

Tools

Excel

OneStream

NetSuite

Salesforce

Job description

Join to apply for the Finance Analyst - FP&A role at Accruent

The Financial Analyst is responsible for providing financial planning and analysis support to the VP, Financial Planning & Analysis, who supports the Senior Leadership of Accruent. The position requires an individual well-versed in financial analysis tools and techniques with a strong general knowledge of the software business. The main objective is to drive financial and performance reporting for revenue, expenses, and forecasting for the leadership team.

This role reports directly to the VP, FP&A. We are a Remote First company; occasional (10%-15%) travel to our Austin headquarters or other centers may be required.

How You'll Make a Difference

1. Conduct in-depth financial analysis and modeling to support business strategies within the software industry.
2. Partner with senior leaders to provide financial reports and analysis on revenue, operating expenses, and ad hoc requests.
3. Provide forecasting insights and deliver bookings forecasts, collaborating with sales to identify risks and opportunities.
4. Assist in developing and managing annual budgets and forecasts aligned with company goals.
5. Analyze financial performance against key metrics and provide actionable insights.
6. Support leadership in evaluating investment returns and strategic planning.
7. Conduct monthly financial reviews for senior management.
8. Provide variance analysis and budgeting support across the company.
9. Implement new technologies (AI/ML, ChatGPT) to enhance reporting and analysis.

What You Bring To The Table

1. Bachelor’s degree in Business, Finance, Accounting, or related field.
2. 3-4 years of experience in financial analysis, reporting, and forecasting, preferably in software or tech industries.
3. Excellent communication skills.
4. Proficiency in Excel and knowledge of other MS Office applications.
5. Detail-oriented with strong organizational skills.
6. Problem-solving and analytical skills.
7. Experience with forecasting tools, ERP systems like OneStream, NetSuite, Salesforce preferred.
8. Knowledge of SaaS metrics, recurring revenue, churn, NDR preferred.

Future Development

Opportunity for mentorship from the Accruent CFO, access to a broad network of finance professionals, and growth within a company dedicated to employee development.

About Fortive and Accruent

Fortive accelerates transformation through innovative technology solutions across various industries. Accruent specializes in solutions for real estate and asset management, serving over 5,000 customers worldwide. We promote diversity, inclusion, and growth, offering resources and coaching to support your career development.

Additional Details

Salary range: 56,900 - 105,700 (local currency). Employment type: Full-time. Industry: Software Development. Seniority level: Not Applicable.