Senior Financial Analyst

Andrews & Cole, LLC; Vienna (VA); On-site; USD 90,000 - 131,000; Full time

Benefits offered by this job

Vacation, sick, and personal time off

401(K) plan

Health and wellness reimbursement

Employee Stock Purchase Plan

Job summary

Andrews & Cole, LLC seeks an experienced Senior FP&A Analyst to support the CFO, G&A leaders, and Investor Relations. You will maintain weekly cash forecasts, global headcount tracking, and partner with business leaders on forecasts and budgeting.

Responsibilities include monthly close collaboration, annual budgets, variance analysis, and preparing materials for boards and earnings calls. Strong Excel/PowerPoint and SaaS/ERP familiarity are preferred.

Qualifications

• Minimum 3–5 years of FP&A or Finance experience with progressively increasing reporting responsibility in scope and/or executives supported.
• Bachelor's Degree with finance concentration. CPA or MBA preferred.
• Advanced Microsoft Excel and PowerPoint skills.

Responsibilities

• Collaborate with the accounting team on the monthly close process including monthly account reviews.
• Work with the entire FP&A team to produce Annual Budgets and in-year reforecasts.
• Work closely with the supported business leaders to produce reliable forecasts.
• Prepare and present variance analysis reports against the budget, forecast, and prior periods, with an ability to adjust analysis and reporting level to the appropriate audience such as an executive vs. a budget owner.
• Be responsible for global headcount tracking and reporting, including cross-functional support to make sure that all teams are aligned on hiring plans and recruitment status.
• Manage the weekly cash forecasting process. Support identification and management of data sources used for liquidity management, including data definition, data model management, coordination with key stakeholders, and management of changes in upstream data sources.
• Analyze large data sets and summarize key messages for management to help inform funding and business strategy decisions.
• Support leadership in preparation of materials for Board of Directors, investor meetings, earnings calls, and other associated high-level events.
• Build strong relationships across all functions and areas within the company and with external partners and maintain an open flow of communication.

Skills

FP&A experience

Excel

PowerPoint

Financial modeling

GAAP knowledge

Executive-level communication

International reporting

Education

Bachelor's in Finance

CPA or MBA preferred

Tools

Workday Adaptive Insights

NetSuite ERP

Job description

Our client is looking for an experienced Senior FP&A Analyst. This role reports directly to a Director of FP&A and will be the Finance Business Partner supporting G&A leaders including the CFO, CLO, Talent team, and head of Investor Relations, as well as maintaining a weekly Cash Forecast and Global Headcount tracking.

RESPONSIBILITIES:

• Collaborate with the accounting team on the monthly close process including monthly account reviews.
• Work with the entire FP&A team to produce Annual Budgets and in-year reforecasts.
• Work closely with the supported business leaders to produce reliable forecasts.
• Prepare and present variance analysis reports against the budget, forecast, and prior periods, with an ability to adjust analysis and reporting level to the appropriate audience such as an executive vs. a budget owner.
• Be responsible for global headcount tracking and reporting, including cross-functional support to make sure that all teams are aligned on hiring plans and recruitment status.
• Manage the weekly cash forecasting process. Support identification and management of data sources used for liquidity management, including data definition, data model management, coordination with key stakeholders, and management of changes in upstream data sources.
• Analyze large data sets and summarize key messages for management to help inform funding and business strategy decisions.
• Support leadership in preparation of materials for Board of Directors, investor meetings, earnings calls, and other associated high-level events.
• Build strong relationships across all functions and areas within the company and with external partners and maintain an open flow of communication.

REQUIREMENTS:

• Minimum 3–5 years of FP&A or Finance experience with progressively increasing reporting responsibility in scope and/or executives supported.
• Bachelor's Degree with finance concentration. CPA or MBA preferred.
• Advanced Microsoft Excel and PowerPoint skills.

PREFERRED SKILLS AND EXPERIENCE:

• Highly proficient at creating efficient and effective financial models, budgets, and reports, and enthusiastic about training others to do the same.
• Rock-solid technical knowledge of finance and accounting — including knowledge of the three financial statements and the SaaS business model and metrics (e.g., ARR, net and gross revenue retention, churn, and CAC).
• Strong understanding of GAAP and non-GAAP reporting, including accrual-based accounting and impacts on forecasts and planning.
• Experience in an international reporting environment — with an understanding of international regulatory nuance that can impact P&L reporting and planning.
• Experience with headcount reconciliation and tracking.
• Exceptional presentation skills and the ability to convey a message that is understandable and relevant, linking business issues, financial results, and strategy.
• Skilled at persuading and influencing a broad spectrum of constituents at all levels, including senior management.
• Exceptional problem solving and analytical skills. Ability to analyze complex business problems and make sound business decisions.
• Systems savvy, ideally with experience managing financial planning and reporting tools.
• Curious mind with an interest in constant process improvements and personal professional development/growth.
• Experience using Workday Adaptive Insights and NetSuite ERP preferred.

Compensation:

$90,000—$130,500 USD In addition to base compensation, this role is eligible for commissions and annual equity awards. This role is also eligible for our employee benefits program, including vacation, sick, and personal time off; optional medical, dental, vision, life, and disability coverage; a 401(K) plan; health and wellness reimbursement program; and participation in the company's Employee Stock Purchase Plan.

Final offers take into account experience, education, training, and other business and market factors. Candidates with broader or more specialized experience may be considered at a different level, which may impact the compensation package offered.