Senior Monetary Analyst
About us:
Headquartered in Phoenix, AZ, Fullbay is the primary cloud-based store administration software program for business restore retailers—and we’re rising quick.
That is an thrilling alternative to hitch a high-performing Finance staff and form the following part of progress. On this function, you’ll help budgeting, forecasting, and enterprise modeling, whereas serving to implement best-in-class FP&A processes to help a scaling SaaS enterprise.
Place Overview:
The Senior Monetary Analyst stories to the FP&A Supervisor and companions with senior leaders throughout the corporate. We’re searching for somebody with FP&A expertise in a PE-backed SaaS surroundings, robust monetary modeling expertise, and a deep understanding of operational SaaS KPIs.
Main Duties & Obligations:
- Conduct monetary evaluation and forecasting to help enterprise decision-making and assist set short-term and long-term monetary objectives of the corporate.
- Conduct weekly/month-to-month follow-ups to find out the effectiveness of economic plans and fine-tune the technique wanted to achieve monetary targets.
- Work collaboratively with cross-functional groups, together with Operations and Advertising and marketing to develop month-to-month methods, quarterly and annual plans
- Develop and refine monetary fashions to forecast income, bills, and capital necessities.
- Assist the quarterly/annual budgeting, income forecasting, and monetary assessment course of.
- Work on optimizing and analyzing earnings statements, stability sheets, budgets and forecasts.
- Put together and ship correct month-to-month monetary reporting packages, dashboards, exercise stories, and Price range vs. Actuals throughout all value facilities.
- Keep and optimize FP&A processes to make sure alignment and integration with the corporate’s ERP system.
- Conduct detailed monetary evaluation and supply actionable suggestions to help departmental and company-wide decision-making.
- Seek the advice of with and provides recommendation to cross-functional groups to evaluate monetary dangers, alternatives, and methods.
- Meet with division heads to assessment budget-to-actual variances and plan for upcoming forecasts.
- Create and preserve 12 – 36 month rolling forecasts.
- Collaborate with senior administration to align monetary planning with firm goals.
- Analyze month-to-month, quarterly, and annual outcomes, offering insights on tendencies, dangers, and alternatives.
- Examine and assist resolve deviations from budgets and discrepancies in monetary information.
- Adheres to all confidentiality and compliance rules.
- Outline procedures or implement processes round monetary reporting or forecasting
- Performs different duties as assigned.
Minimal Schooling & Work Expertise:
- Bachelor’s Diploma in Finance, Accounting, Enterprise, or associated space of research, or equal work expertise.
- 4+ years of expertise in FP&A, with a deal with SaaS or high-growth know-how corporations.
Key Expertise and {Qualifications}:
- Means to research income streams, gross margin charges and profitability by product in an effort to plot forward-looking methods and areas of alternative.
- Superior information of economic modeling, budgeting software program, and monetary reporting instruments (e.g., Excel, Tableau, Dice, Datarails, Adaptive Planning).
- Robust analytical, problem-solving, and critical-thinking expertise.
- Glorious communication expertise and talent to translate monetary information into actionable insights.
- Demonstrated potential to work in a fast-paced surroundings and handle a number of priorities.
- Extremely motivated self-starter, able to working independently and constructing processes from scratch or with restricted route
- Understanding of month-end closing cycles.
- Robust expertise constructing advanced monetary fashions, budgets, and reporting packages.
- Means to make monetary suggestions to develop income and improve profitability.
- Proficiency with Excel capabilities and formulation to extend effectivity and drive enterprise insights.
Bodily Calls for and Work Atmosphere:
The bodily calls for described listed here are consultant of people who have to be met by an worker to efficiently carry out the important capabilities of this job. Affordable lodging could also be made to allow people with disabilities to carry out the important capabilities.
- Frequently required to sit down at a desk in entrance of a pc and use palms to finger, deal with, or really feel objects, instruments, or controls (together with a pc keyboard and working a phone), carry and/or transfer as much as 10 kilos.
- Continuously requires using palms and arms for reaching, in addition to the power to stroll and talk successfully by way of talking and listening.
- Particular imaginative and prescient skills required by this place embody shut imaginative and prescient, colour imaginative and prescient, and the power to regulate focus.
- Noise degree within the work surroundings is often reasonable.
- Sort on a pc keyboard and take a look at a pc monitor, and function a mobile phone or a computer-based telephone.