Financial Planning and Analysis

3 weeks ago


Houston, United States Morae Full time

Financial Planning & Analysis

US – Chicago – Houston - Remote


Morae Global seeks to find the best and the brightest people – those who understand what it takes to deliver top-quality solutions for our clients.


This position will be responsible for the Company’s metrics, ad-hoc data analysis, forecasting, budgeting, and financial reporting. The individual will provide financial and strategic support to senior management, including preparing board and private equity presentations, financial presentations, capital expenditure analysis, industry research, new business opportunities, acquisition analysis and other projects.

Responsibilities:

  • Monthly Financial Operations review of business financial performance
  • Analyze current and past trends in key performance indicators, including all areas of revenue, cost of sales, expenses, and capital expenditures
  • Monitor performance indicators, highlighting trends and analyzing the cause of unexpected variance
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
  • Develop annual and quarterly Financial Plans and Projections
  • Assess and report on the Profitability of each Business Unit (including Projects, Locations, and Solution Areas)
  • Assist in planning the Pricing and Profitability of Projects
  • Partner with Leadership to drive continuous improvements and best practices.
  • Develop financial models and analysis to support strategic initiatives
  • Support CFO with reporting to shareholders, the board and the private equity ownership

Qualifications:

  • Bachelor’s Degree in Accounting, Finance, Information Management or Business Administration
  • Three to five years of experience in finance, strategic planning and/or accounting
  • Experience working for a PE-backed firm environment a Plus
  • Strong verbal, quantitative, and written communication skills required
  • Advanced Microsoft Excel (produce Dashboard and KPI reporting) and PowerPoint skills.
  • Experience working with accounting systems (NetSuite preferred)
  • High standards of accuracy and precision, strong attention to detail; highly organized.

About Morae:

Morae is a dynamic, high-growth organization that provides an integrated suite of solutions to corporate law departments and law firms, and partners with leading software and services providers, both within and outside the legal industry. We are a young company but are made up of seasoned professionals in the legal industry, with a focus on building productive long-term relationships with employees and clients in an environment where collaboration is encouraged, knowledge is shared freely, and diversity of thought, cultures, communities, and points of view is embraced. Our team has the vision to create an effective solution for any business problem and the experience to execute that vision. Learn more at moraeglobal.com. Our privacy policy can be found here



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