Senior Financial Analyst

2 weeks ago

boston, United States The Planet Group Full time

**MUST LIVE IN EST OR CST TIMEZONE**


Title: Senior Financial Analyst

Company info: High growth, acquisition oriented, but stable software company, $300 million+ (projecting to be $1 Billion in revenue in 5 years). Platform incorporates AI and innovative technology.

Location: Massachusetts (Remote)


Must Haves:

  • Bachelor's degree and 4+ years of FP&A experience, including business partnering
  • Excel (Vlookup, SUMIF, Pivot tables, graphs)
  • Experience in a fast paced environment


Plus:

  • Support of a Professional Services group or experience in the Professional Services/Consulting industry-highly preferred
  • Revenue recognition as it pertains to recognition of Professional Services/Consulting revenue (fixed fee, percentage of completion, time & materials, etc.)
  • SaaS/Software industry experience
  • Oracle or Netsuite
  • Basic understanding of accounting principles
  • Healthcare industry exposure is always a plus


Overview:

Position Overview:

We are seeking a Senior Financial Analyst to join our Financial Planning and Analysis (“FP&A”) team. As a Senior Financial Analyst, you will play a pivotal role in supporting our finance team and senior management by providing valuable insights, analysis, and recommendations to drive strategic decision-making and optimize financial performance. This role will be supporting the Global Professional Services division, primarily on Income Statement activities.


About Center of Excellence:

Centers of Excellence (COE) are teams whose primary goal is to provide expertise in a specific field. COEs will usually provide support through training, research, and skilled leaders. In the case of our company, our Centers of Excellence incorporate the Human Resources, IT, Legal and Financial fields, all of which provide support to our Product divisions and allows the enterprise to move forward and achieve its goals.


Your Impact:

  • Responsible for creating and maintaining complex financial models to support the monthly forecasting process and on-going ad-hoc analysis for the Global Professional Services (GPS) business; Continuously seek opportunities to enhance financial processes, streamline workflows, and implement best practices to drive efficiency and scalability.
  • Responsible for financial modeling, reporting, forecasting, and budgeting with focus on revenue, expense and headcount management to help drive profitability as well as support the continuing growth of the GPS business
  • Partner directly with senior management and other internal stakeholders to provide financial analysis, insights & recommendations to the GPS division
  • Work both within the Finance team and with other departments (HR, Sales, Operations, etc.) to support the GPS division
  • Prepare management reports & dashboards focused around financial & operational KPI’s; Drive reporting automation and develop new and improved metrics and processes.
  • Collaborate with accounting teams to ensure accurate and timely financial reporting in accordance with GAAP standards.
  • Build financial models for new business concepts, make analytical judgments, and provide data intensive analyses to drive meaningful change.
  • Assist in the annual budgeting process by collaborating with cross-functional teams to gather relevant data, perform analysis, and validate assumptions.


What You Bring:

  • Bachelor’s degree required in Finance, Economics or Accounting
  • 4+ years of experience in a financial advisory capacity in Corporate Financial Planning; experience in Professional Services, or Consulting-related industry highly preferred
  • Proficiency in ASC 606 revenue recognition, specifically as it pertains to recognition of Professional Services/Consulting revenue (fixed fee, percentage of completion, time & materials, etc.) highly preferred
  • Proficiency in financial modeling, forecasting techniques, and variance analysis.
  • Strong analytical skills with the ability to interpret complex financial data and communicate findings effectively.
  • Advanced proficiency in Microsoft Excel; experience with Oracle Enterprise Business Planning and Budgeting Cloud Solution or other FP&A software is a plus.
  • Solid understanding of GAAP principles and financial reporting requirements.
  • Excellent organizational skills with the ability to prioritize tasks, meet deadlines, and work effectively in a fast-paced environment.
  • Proactive mindset with a passion for continuous learning and professional development.
  • Strong interpersonal skills with the ability to collaborate effectively across functions and influence decision-making at all levels of the organization.
  • High level of integrity, ethics, and professionalism in handling confidential information and conducting financial analysis.

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Mass General Brigham Full time

    Job SummaryThe Senior Financial Analyst will provide financial analysis and planning support to the Department of Radiation Oncology at Mass General Brigham. This role will work closely with the Finance Director and Vice President to develop and manage budgets, analyze financial performance, and identify areas for improvement.Key ResponsibilitiesDevelop and...

  • Senior Financial Analyst

    1 month ago

    Boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    1 month ago

    boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    1 month ago

    boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    1 month ago

    Boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Professional Staffing Group Full time

    Our client, a leading organization in the industry, is seeking a highly skilled Senior Financial Analyst to join their finance department. As a key member of the team, you will be responsible for supporting the CFO in all areas of the month-end close, financial tracking, analysis, processing, and reporting requirements.The ideal candidate will possess a...

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Liberty Mutual Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Liberty Mutual. As a Senior Financial Analyst, you will be responsible for analyzing financial statements and related filings for a diverse group of policyholders and prospective customers.Key ResponsibilitiesAnalyze financial statements and related filings for a diverse...

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Grand Circle LLC Full time

    Job SummaryGrand Circle LLC is seeking a highly skilled Senior Financial Analyst to join its Financial Planning & Analysis (FP&A) Team. The ideal candidate will possess a strong background in financial planning, forecasting, and analysis, with a proven ability to manage multiple projects and deliverables.The Senior Financial Analyst will play a pivotal role...

  • Senior Financial Analyst

    3 weeks ago

    Boston, United States Grand Circle Full time

    Title: Senior Financial Analyst Location: Boston, MA (3 days onsite) Rate: DOE Position Summary The Senior Financial Analyst will play a pivotal role in elevating Grand Circle's Financial Planning & Analysis (FP&A) Team by spearheading the delivery of comprehensive weekly, monthly, and quarterly financial reports and analyses. This individual will not only...

  • Senior Financial Analyst

    2 weeks ago

    Boston, United States The Planet Group Full time

    **MUST LIVE IN EST OR CST TIMEZONE**Title: Senior Financial AnalystCompany info: High growth, acquisition oriented, but stable software company, $300 million+ (projecting to be $1 Billion in revenue in 5 years). Platform incorporates AI and innovative technology.Location: Massachusetts (Remote)Must Haves:Bachelor's degree and 4+ years of FP&A experience,...

  • Senior Financial Analyst

    2 weeks ago

    boston, United States The Planet Group Full time

    **MUST LIVE IN EST OR CST TIMEZONE**Title: Senior Financial AnalystCompany info: High growth, acquisition oriented, but stable software company, $300 million+ (projecting to be $1 Billion in revenue in 5 years). Platform incorporates AI and innovative technology.Location: Massachusetts (Remote)Must Haves:Bachelor's degree and 4+ years of FP&A experience,...

  • Senior Financial Analyst

    2 weeks ago

    Boston, United States The Planet Group Full time

    **MUST LIVE IN EST OR CST TIMEZONE**Title: Senior Financial AnalystCompany info: High growth, acquisition oriented, but stable software company, $300 million+ (projecting to be $1 Billion in revenue in 5 years). Platform incorporates AI and innovative technology.Location: Massachusetts (Remote)Must Haves:Bachelor's degree and 4+ years of FP&A experience,...

  • Financial Systems Senior Analyst

    1 day ago

    Boston, United States LarraStaff Corp. Full time

    Job Opportunity: Senior Financial Systems AnalystLocation: Boston, MAOur client is seeking a Senior Financial Systems Analyst to join their Financial Systems team in Boston. This high-visibility role offers significant growth opportunities and direct exposure to senior leaders across both Finance and IT Business Applications.Key Responsibilities:Leverage...

  • Senior Financial Analyst

    3 weeks ago

    Boston, United States Colliers International Full time

    BE collaborative. BE a team player. BE the expert. Be all that and more at Colliers International. Join our team as a Senior Financial Analyst in Boston, MA. Purpose of Position We are seeking a candidate with 5+ years of experience in commercial real estate to work as a Senior Financial Analyst within the Debt & Equity group in Boston. The candidate will...

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Liberty Mutual Full time

    The role of a Senior Financial Analyst at Liberty Mutual Investments involves providing critical support to the company's financial results preparation.Key responsibilities include analyzing and reporting on financial results, identifying drivers and insights that impact the company's financial performance, and summarizing findings to management and...

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Liberty Mutual Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Liberty Mutual. As a Senior Financial Analyst, you will be responsible for analyzing financial statements and related filings for a diverse group of policyholders and prospective customers.Key ResponsibilitiesAnalyze financial statements and related filings for a diverse...

  • Senior Financial Reporting Analyst

    4 weeks ago

    Boston, Massachusetts, United States Boston Children's Hospital Full time

    Senior Financial Reporting AnalystBoston Children's Hospital is seeking a highly skilled Senior Financial Reporting Analyst to join our Finance Department. As a key member of our team, you will be responsible for leading analytical support for long-term strategic programs, serving as a point person for assigned projects, and engaging with stakeholders to...

  • Senior Financial Analyst

    2 weeks ago

    Boston, MA, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Liberty Mutual Full time

    Job SummaryThe Senior Financial Analyst will be responsible for the accurate, timely completion of monthly, quarterly, and annual book close cycles, directly supporting Liberty Mutual's financial results preparation. This role will analyze and report on Liberty Mutual's financial results, providing drivers and insights that impact Liberty Mutual's financial...

  • Senior Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States Chewy Full time

    Chewy is seeking a Senior Financial Analyst to support the dynamic and fast-moving Marketing organization in Boston, MA. This role will lead key financial planning and reporting cadences, support the rhythm of business, and own the design and improvement of our financial reporting infrastructure.The ideal candidate will have strong analytical and financial...