Financial Analyst

Shelby American, Inc.; Fort Wayne (IN); Remote; USD 80,000 - 92,000; Full time

Job summary

An innovative firm is seeking a Financial Analyst to join their dynamic team. This remote position offers the chance to influence business decisions through insightful data analysis and financial modeling. The ideal candidate will possess a strong analytical mindset and a deep understanding of SaaS metrics, allowing them to provide actionable recommendations to senior leadership. With a competitive salary and a robust benefits package, this role promises personal and professional growth in a supportive environment that values teamwork and fun.

Benefits

Medical, dental, and vision coverage

Paid Time Off (PTO)

401(k) with company matching

Paid holidays including birthday off

Employee referral program

Qualifications

• 2+ years of experience in FP&A, investment banking, or private equity.
• Advanced proficiency in Microsoft Excel and ability to manipulate data.

Responsibilities

• Develop monthly forecasts and annual budgets.
• Analyze financial data to identify opportunities for growth.
• Support creation and maintenance of financial forecasts.

Skills

Analytical Skills

SaaS Metrics Understanding

Communication Skills

Problem-Solving Skills

Microsoft Excel

SQL

Power BI

Education

Bachelor’s Degree in Business Finance

Job description

Sharetec is looking for a Financial Analyst to join our team!

At Sharetec, we are a people first business. We have the opportunity to make millions of peoples' lives easier by developing innovative solutions for credit unions and their members to utilize on a daily basis. Not only do our customers rely on us to deliver powerful technology, but they also count on us to be a caring partner in their business.

In this role, you will play a crucial role as a key business partner to senior leadership. The financial analyst will develop monthly forecasts and annual budgets, perform operating plan and forecast variance analysis, and create insightful reporting that will drive timely business decisions. The ideal candidate will have a strong analytical mindset, a deep understanding of SaaS metrics, intellectual curiosity and the ability to influence business leaders through data-driven recommendations.

This is a full-time, exempt, remote position. We are only able to consider candidates residing in one of the states listed below. The starting salary is $80,000, with eligibility for a performance-based bonus.

As a Financial Analyst, you will:

• Establish strong business partnerships with other functions throughout the organization.
• Support the annual budgeting, long-range planning, and weekly forecast processes.
• Support the creation and maintenance of monthly financial forecasts and annual budgets.
• Analyze financial data to identify opportunities for revenue growth/cost efficiency and perform ad-hoc reporting and analysis.
• Analyze and track SaaS-specific financial metrics (ARR, Churn, CAC, etc.) financial performance and provide actionable recommendations to senior leadership
• Provide ongoing financial reporting to business partners and help them connect resourcing to business outcomes.
• Develop, implement, maintain effective financial models and reports to support financial planning and analysis including revenues, expenses, headcount, and other related areas as needed.
• Build robust financial models to evaluate strategic priorities, return on investment (ROI), and other ad-hoc projects

You should have:

• Bachelor’s degree in Business Finance or a related field
• 2+ years of experience in FP&A, investment banking, or private equity
• Understanding of SaaS business models and key financial metrics
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Ability to influence without authority in a matrixed organization
• Strong analytical and problem-solving skills
• Advanced proficiency in Microsoft Excel and ability to pull / manipulate data
• SQL and Power BI skills a plus but not required

Why Sharetec

Acquired by Evergreen Financial Technology Group in late 2020, Sharetec is now marching towards rapid growth and expansion into new markets. We are a team of highly focused and dedicated individuals who stop at nothing to achieve success no matter how great or small the challenge; we are also a unique bunch of people that love to work and play together. We do our best to make fun a basic part of every day.

Sharetec offers a robust benefits package, including competitive salaries, medical, dental, vision, life, and disability coverage, Paid Time Off (PTO), paid holidays — including your birthday off! — a $1,000 employee referral program, and 401(k) with company matching. We like to put the fun in the funds with department and company outings like paid food trucks, baseball games, and bowling, along with virtual team-building activities such as escape rooms, trivia, and other company-wide events.

Sharetec is an equal opportunity employer.

REMOTE CANDIDATES: This position is open to candidates residing in the following states: Alabama, Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. We cannot consider candidates who reside in other states at this time.