Senior Financial Analyst

Responsibilities

• Support the preparation of monthly operational and KPI reporting (total company, business unit, and customer segment levels)
• Support the preparation of monthly financial reporting package (3-statement model, monthly business review deck, monthly financial template for PE-ownership)
• Effectively collaborate with the accounting team on month-end general ledger close, including analysis of actual results vs budget or forecast
• Support the preparation of annual budgets and quarterly re-forecasts
• Support the preparation of rolling cash flow forecasts, including reconciling forecasted cash flows to forecasted financial results
• Create financial models and business cases to support strategic decision-making as requested
• Develop volume and rate analysis to enhance understanding of variance drivers, variable vs fixed cost structures, and margin rates
• Partner with the technology team to enhance automated reporting capabilities
• Prepare ad hoc analysis as requested

Qualifications

• Education: Bachelor's Degree in Accounting, Finance, or Business Administration required; MBA preferred
• Experience: A minimum of 4 years of professional experience in progressive financial planning & analysis roles is required; Experience in high-growth private equity-owned business is preferred; Experience in direct-to-consumer recurring revenue business models is preferred
• Skills: Advanced Excel skills for financial modeling; Advanced PowerPoint skills for reporting, data visualization, and presentations; Understanding of accounting principles, financial statements, financial analysis and financial modeling