Sr Financial Analyst

UKG; Town of Florida (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

UKG is looking for a candidate to analyze sales and booking performance, delivering insights to drive business success. The position focuses on creating metrics and building Power BI dashboards, while also developing strategic business analysis based on customer data.

The ideal candidate must possess a Business Degree in Finance or related field, with over 4 years of relevant experience and strong analytical skills. This role emphasizes independence and collaboration with various stakeholders.

Qualifications

• 4+ years of experience in Sales Finance, Strategic Planning, Operations Finance, or FP&A.
• Ability to multi-task and handle time-sensitive projects.
• Self-starter with the ability to work independently.

Responsibilities

• Analyze and provide actionable insights into sales and booking performance.
• Create new metrics and build Power BI dashboards to drive business performance.
• Serve as a Business Partner for Sales in developing budgets and forecasts.

Skills

Analytical skills

Proficient with Excel

Ability to work independently

Detail-oriented

Flexibility and openness to change

Education

Business Degree in Finance, Accounting, or related field

Job description

Analyze and provide actionable insights into sales and booking performance, including comparisons to budget and quarterly forecasts and in-depth booking and revenue analysis.

Responsibilities

• Analyze and provide actionable insights into sales and booking performance, including comparisons to budget and quarterly forecasts and in-depth booking and revenue analysis.
• Create new metrics, build, and expand Power BI dashboards, to drive business performance and intelligence.
• Develop strategic analysis focused on customer data/activity, identifying business risks and opportunities.
• Design and build business models, lead special projects, and complete ad hoc analysis as needed.
• Identify new metrics to drive business performance relative to strategic priorities and margins.
• Serve as a Business Partner for Sales in developing budgets, quarterly forecasts, and monthly variance analysis.
• Participate in discussions with key stakeholders in Finance and Sales about findings and data.
• Prepare monthly/quarterly slides for Sales Operations and Board Meetings.

Qualifications

• Detail-oriented with excellent analytical skills and interest in continuous process improvement.
• Self-starter with the ability to work independently under general supervision while keeping supervisor informed.
• Proficient with Excel and data.
• Ability to multi-task and handle time-sensitive projects.
• Flexibility and openness to change; comfort making decisions amidst ambiguity.
• Ability to establish harmonious working relationships with co-workers and to work effectively in a professional team environment.
• Business Degree in Finance, Accounting, or related field.
• 4+ years of experience in Sales Finance, Strategic Planning, Operations Finance, or FP&A.