Senior Financial Analyst - Raleigh

About the role

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.

Responsibilities

• 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.
• 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.
• Communicate analytical findings to company leadership in a crisp and concise manner.
• Design and maintain accurate dashboards that leverage data visualization to deliver analysis of key business performance metrics.
• 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.
• Participate in financial assessments and due diligence related to mergers and acquisitions.
• Support the budgeting, planning, and cash management activities.
• 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.
• Collaborate with the team, internal clients, and customers as appropriate, and identifies and takes advantage of opportunities to accomplish multiple objectives.

Requirements

• Successful completion of a bachelor’s degree from an accredited university (or international equivalent) in corporate finance, economics, accounting, business, or another related field.
• 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.
• 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.
• Works 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.
• Identifies and takes advantage of opportunities to accomplish multiple objectives.
• Excellent written and verbal communication skills, both technically and interpersonally in the English language.
• Openness to receiving and responding to constructive feedback.
• Clear communication of 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.
• A demonstrated ability to operate with a high sense of urgency, professionalism, integrity, collaboration, and ethics.
• 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.

Qualifications

• Authorized to work in the United States without sponsorship.

Skills

• Expert level MS Excel
• Intermediate Salesforce
• Intermediate NetSuite
• Intermediate Power BI
• Intermediate SQL

Benefits

We offer 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
• 401(k) Profit-Sharing Retirement plan
• Flexible Paid Time Off after 60 days of employment
• Paid Holidays, per Employee Handbook
• Great workplace culture that embodies our values.

Pay

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

Schedule

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