Senior Financial Analyst - Raleigh (Hybrid)

Allbridge; Raleigh, Northern (NC, KY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

HSA

Paid time off

Paid holidays

Job summary

Allbridge, a leading provider of connected technology solutions for high-density properties, seeks a Senior Financial Analyst in Raleigh, NC (Hybrid). The role focuses on building innovative financial models, private equity reporting, and due diligence related to M&A, reporting to VP of FP&A.

The ideal candidate has a bachelor’s degree in finance or related field, 5+ years in a high-growth tech environment, and expert Excel plus Salesforce, NetSuite, Power BI, and SQL skills.

Qualifications

• Bachelor’s degree in finance, economics, accounting, business or related field.
• Minimum 5 years of relevant work experience in a high-growth tech environment.
• Strong knowledge of GAAP and financial modeling.
• Advanced Excel; experience with Salesforce, NetSuite, Power BI, and SQL.

Responsibilities

• Prepare and deliver innovative financial models and reporting packages.
• Perform P&L variance analysis and assess returns and cash flows.
• Design and maintain dashboards for key business metrics.
• Support budgeting, planning and cash management activities.
• Assist with due diligence for mergers and acquisitions.

Skills

Financial modeling

Financial analysis

GAAP knowledge

Communication

Education

Bachelor’s degree in finance or related field

Tools

MS Excel

Salesforce

NetSuite

Power BI

SQL

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Financial Analyst - Raleigh (Hybrid)

Full Time Professional Raleigh, NC, US

Company Overview

Allbridge is the leading supplier of world class connected technology solutions, services, and support for high-density properties.

With more than 35 years of continuous growth and industry experience, Allbridge supports technology in over one million rooms, in 8,000 properties, across North America and the Caribbean, including hotels, resorts, senior-living communities, condominiums, multifamily developments, and mixed-use properties.

Job Summary

Takes initiative as a self-starter to prepare and deliver innovative, and dynamic financial models that guide the company’s strategic decision-making efforts, including the creation of all private equity/ownership reporting packages, and integrating data from various sources. May include performing financial variance analysis on P&L activities, operating results, and business plans to determine if rates of return, capital, and cash flow balances, etc. are appropriate and aligned with the Annual Operating Plan. May participate in financial assessments and due diligence related to mergers and acquisitions.

Successful employees have a bachelor’s degree in corporate finance, economics, accounting, business, or another related field and a minimum of five years of relevant work experience preferably in a high-growth, technology start up environment. Experience with M&A activities and/or a private equity firm is a plus. Expert level MS Excel and intermediate Salesforce, NetSuite, Power BI, and SQL experience are required.

This is an exempt role and is a member of the Finance Department reporting directly to the Vice President, Financial Planning & Analysis with a location of Raleigh, NC, hybrid schedule.

Allbridge is currently operating under a hybrid work model, allowing colleagues the opportunity to connect with others in person and the flexibility to work remotely. For some business groups and positions, job function requirements may require more time at the primary work location, while greater flexibility may be in place for others.

Essential Job Functions and Responsibilities

• Take initiative as a self-starter to prepare and deliver innovative, and dynamic financial models that inform investment decisions and guide the company’s strategic decision-making efforts, including the creation of all private equity/ownership reporting packages. This includes integrating data from various sources, converting into meaningful information, and provide fact-based insights and recommendations to the executive and senior leadership team as directed.
• With minimal supervision, perform financial statement and variance analysis on P&L activities (i.e., revenue, margins, cash flow), operating results, and business plans to determine if rates of return, capital investments, and cash flow balances, etc. are appropriate and aligned with the Annual Operating Plan. As directed, communicate analytical findings to company leadership in a crisp and concise manner.
• Work independently to design and maintain accurate dashboards that leverage data visualization to deliver analysis of key business performance metrics.
• Bea subject matter expert with authority to connect cross functionally across the business, produce accurate financial forecasting packages according to company standards, expectations, best practices that convey a thorough understanding of current variance drivers and their potential impact on the future business trajectory.
• Analyze customer, product, and funnel data to proactively identify trends, highlight risks and opportunities, and develop a well-informed revenue and margin forecast.
• Prepare forecasts and analysis on industry and general economic trends. Provide accurate and timely reports for performance monitoring. May participate in financial assessments and due diligence related to mergers and acquisitions.
• Support the budgeting, planning, and cash management activities.
• Responsible for day-to-day financial support taking ownership of job performance, seeking direction to improve, applying feedback, aligning with others, and working as a team player to deliver an exceptional customer experience at every interaction. Develop and maintain excellent working relationships with internal teams, striving to enhance the level of mutual cooperation.
• Conform to the highest professional standards, escalating recommendations in support of scalable business needs, remaining curious with an aptitude to research, implement, and adapt to innovative solutions.
• Work independently to creatively build internal/external customer respect and loyalty, identify and utilize effective communication channels and methods, while adapting the communication to the level and experience of the audience.
• Establishe and maintain effective relationships with internal teams, customers, vendors, and other stakeholders to gain their trust and respect.
• Strive to always be service-driven and responsive to all stakeholders, consistently delivering high quality results.
• Deliver timely work products, following company operating procedures and best practices. Takes initiative to collaborate with the team, internal clients, and customers as appropriate, and identifies and takes advantage of opportunities to accomplish multiple objectives.
• Accept ownership and accountability of position responsibilities and strive to deliver results for customers that establish high standards, credibility, and quality performance.
• Consistently integrate Albridge’s core values into their everyday habits by treating all customers, internal and external, professionally, honestly, and respectfully.
• Contribute to creating an environment that drives team success, empowerment, continuous improvement, and innovation. Embrace and encourage resiliency, leadership, unique perspectives, experiences, and contributions of a diverse workforce.
• Perform other related duties as assigned.

Required Qualifications

• Successful completion of a bachelor’s degree from an accredited university (or international equivalent) in corporate finance, economics, accounting, business, or another related field.
• Required to have a minimum of five years of relevant work experience preferably in a high-growth, technology start up environment. Experience with M&A activities and/or a private equity firm is a plus.
• Must have demonstrated strong knowledge and application of innovative corporate financial models and the application of generally accepted accounting principles (GAAP) to compile financial information, identify, evaluate, process, and identify issues related to organizational expenses, assets and receivables processed by the accounting team.
• Must be able to work effectively as a team member in a fast paced, and high-volume work environment, operating with a high level of detail and conscientiousness. Uses new information or approaches to overcome major resistance or objections.
• Demonstrates technical and proficiency in financial analysis, proactively adjusting for difficulties, and completing objectives efficiently. Identifies and takes advantage of opportunities to accomplish multiple objectives.
• Must possess excellent written and verbal communication skills, both technically and interpersonally in the English language. Exhibits openness to receiving and responding to constructive feedback.
• Clearly communicates timelines and expectations to team members, making decisions in a timely manner when the options are clear and there is little pressure or risk.
• Demonstrated aptitude to become proficient in and to meet and / or exceed job expectations operating with a willingness to learn and gain proficiency.
• Proven ability to understand and apply company resources in accordance with company policy, standards, and best practices.
• Must have a demonstrated ability to operate with a high sense of urgency, professionalism, integrity, collaboration, and ethics.
• Supports the team in building value through creativity and ingenuity, providing leading edge and cost-effective solutions considering new methods to drive the customer advantage.
• Demonstrated intermediate level PC skills with the ability to effectively operate within a Windows Operating System and Windows based programs such as Microsoft Excel, Word, Outlook, SharePoint, Teams, and Project. Preference to have advanced to expert Excel skills, and intermediate level Salesforce, NetSuite, Power BI, and SQL experience.

Workplace Benefits We Offer

In addition to earnings and other incentives Allbridge offers a comprehensive package of benefits, based on eligibility, typically for regular, full-time positions, some of which includes:

• Medical and Prescription options, Dental, Orthodontics and Vision Plans
• Rich HSA company-funded options and Flexible Spending accounts
• 100% Company paid premiums for Short Term Disability
• Life and Accidental Death and Dismemberment insurance Plan options
• Supplemental Insurance Plan options
• Flexible Paid Time Off after 60 days of employment
• Paid Holidays, per Employee Handbook
• Great workplace culture that embodies our values.

Equal Opportunity Statement

Allbridge is an Equal Opportunity Employer. Allbridge does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.