Financial Analyst

SMG - Service Management Group; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Join a leading experience management provider as a Financial Analyst. In this fully remote role, you will assist in budgeting, forecasting, and financial reporting while collaborating with cross-functional teams to drive profitability and process improvements.

Benefits

Unlimited PTO

Tech provided

Work hard, have fun environment

Values-driven culture

Qualifications

• At least 2 years of experience in FP&A, consulting, or investment banking.
• Strong skills in financial modeling, forecasting, and analysis.

Responsibilities

• Assist with annual budgeting and forecasting.
• Prepare financial reports highlighting variances, trends, and KPIs.
• Identify and implement process efficiencies in FP&A.

Skills

Financial Modeling

Forecasting

Analysis

Communication

Education

Bachelor's degree in Finance

MBA

Tools

Excel

Financial Software

Job description

Join to apply for the Financial Analyst role at SMG - Service Management Group.

SMG is a leading experience management (XM) provider, serving restaurants, retailers, and other multi-location consumer businesses by changing how brands act on customer + employee insights. With a rich 30-year history, SMG combines enterprise software with professional services to help brands generate new revenue, grow existing revenue, reduce detractors, and drive operational efficiencies. In 2024, SMG acquired Bulbshare, expanding its capabilities in real-time customer collaboration through mobile-first communities in over 30 markets worldwide.

We offer our talent:

• Work hard, have fun environment — We work hard to deliver a fulfilling, exciting workplace environment. Our teams are smart, talented, curious, and love challenges.
• Values-driven culture where we connect, collaborate & co-create.
• Remote-first company (fully remote).
• Unlimited PTO.
• Tech provided.

We are a diverse, experienced, friendly team committed to inclusion and equal opportunity. We celebrate diversity and foster an environment where all colleagues feel belonging, respected, and engaged.

As a Financial Analyst at SMG, your responsibilities include:

Financial Planning and Forecasting

• Assist with annual budgeting and forecasting, collaborating with department heads and senior management.
• Develop and maintain financial models, including rolling forecasts, 3-statement models, and cash forecasts.
• Analyze historical data and industry trends to forecast performance and identify opportunities and risks.

Financial Analysis and Reporting

• Prepare financial reports highlighting variances, trends, and KPIs.
• Conduct in-depth financial analysis to support business decisions.
• Provide insights and recommendations to senior management.

Business Partnering

• Collaborate with cross-functional teams on financial plans and budgets.
• Partner with departments to evaluate performance and drive profitability.
• Coordinate with RevOps to manage bookings reporting and forecast revenue pipeline.

Risk Management and Scenario Analysis

• Assess financial impacts of various scenarios.
• Identify risks and opportunities, recommending mitigation strategies.
• Monitor key financial metrics for emerging risks and opportunities.

Process Improvement

• Identify and implement process efficiencies in FP&A.
• Enhance forecasting models for better accuracy.

You are a perfect fit if you have:

• Bachelor's degree in Finance, Accounting, Economics, or related; MBA preferred.
• At least 2 years of experience in FP&A, consulting, or investment banking.
• Strong skills in financial modeling, forecasting, and analysis.
• Proficiency in Excel and financial software.
• Excellent analytical and communication skills.
• Ability to work independently and manage multiple projects.

Learn more about SMG at www.smg.com.