The Sr. Financial Analyst & Modeler facilitates proactive executive decision-making by providing advanced reporting, forecasting, and analytics by utilizing his/her talents in building advanced Excel models, understanding the underlying economic drivers of the business, integrating disparate systems, researching best practices, and providing innovative recommendations to improve inefficient processes.
Design and build advanced financial models in Excel, replete with macros and end-user interfaces, to facilitate the following:
Monte Carlo simulations;
Advanced reporting and analytics;
Advanced end-user templates.
Working in partnership with the Executive PMO, lead systems integration efforts throughout the company
Design and build a financial data warehouse for the purpose of advanced management reporting and analytics;
Streamline and automate the flow of information between systems, and where necessary, implement integrators.
Provide analytics and variance explanations for the monthly reporting package and the quarterly Board of Directors Report.
Assess the operational and financial performance of each department and LOB; recommend new metrics where appropriate;
Partner with senior management within each department to make recommendations for process improvements;
Proactively work with department heads to help them better understand their financial results.
Conduct ad hoc analysis and build ad hoc reports as directed by the CEO and/or the Corporate Controller, to whom this position reports.
Superior Microsoft Excel skills, with demonstrated ability to design and build advanced financial models;
Ability to write macros and build end-user interfaces;
Models must be well-tested so they are “unbreakable”.
Technically savvy, with the ability to learn new systems quickly and understand how to extract data.
Strong analytical skills, with a demonstrated aptitude to innovate and think “outside the box”.
Independence; demonstrated ability to take a concept provided by the Corporate Controller and/or CEO and “run with it”.
Very disciplined individual who is well-organized and can meet deadlines in a fast paced, high pressure environment.
General knowledge of GAAP accounting.
Auditing financial statements.
Strong communication skills, and the ability to present complex information to senior levels of management.
Minimum bachelor’s degree in Accounting, Finance, or Economics; MBA strongly preferred.
Minimum 5 years experience in a Corporate Finance setting, with demonstrated progression of responsibilities in financial Excel modeling and advanced analytics and reporting, is required .
Experience with SaaS Accounting systems, like NetSuite, is required .
Experience with SaaS PSA solutions is preferred.
Experience with SaaS CRM solutions, like Salesforce, is preferred.
Experience with Microstrategy is strongly preferred.
Experience working with remote team members, and managing their work product from half a world away.