Financial Analyst

2 months ago

Coral Gables, United States Allvue Systems, LLC Full time

About Allvue

We are

Allvue Systems,the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals.Working at Allvue

Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry.Define your own future with Allvue Systems

Job Summary

The FP&A Analyst role at Allvue is a critical role in the Finance organization, supporting our business leaders in making informed decisions. This role provides analytical, business, planning, and systems support to company leaders and for company consolidation requirements. A key responsibility of this role is the preparation of components of budgets, forecasts, and P&L variance reporting. The FP&A Analyst will prepare monthly and quarterly executive variance summaries in support of the management team. This will requiredirect involvement in obtaining and discussing financial data from and with management; analyzing information for accuracy, reasonableness, and significant trends; performing margin analyses; and reviewing key driver trends. The FP&A Analyst will also participate in business case modeling and other financial analysis and trend reporting related to key profit areas within the business. In addition, the FP&A Analyst will have a role in balance sheet and cash flow projections. The Allvue Finance team enables our business leaders to make sound strategic and financial decisions. We are the finance thought leaders who guide resource planning with analytical insight and Key Performance Indicator measurement. We solve complex business problems to reveal opportunities, mitigate risk, and optimize resource allocation. Our impact is fueled by a bias to action, a grounding in hard data, courage in advocacy, and a willingness to put the team before the individual. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Responsibilities

Compile, prepare, and consolidate budget, forecast, key driver, and variance reporting, to support management decision making. Work closely with cross-functional business partners in providing planning support, and with the accounting team to ensure accuracy of financial data. Create driver-based planning models to assess P&L impact and return on investment. Create revenue and expense analyses and reports to inform business decisions. Enhance existing financial reporting dashboards and contribute to the development and implementation of new systems and tools.

Requirements

Excellent analytical and financial modeling skills. Ability to effectively communicate and work cross-functionally. Detail oriented with strong time management skills. Ability to adapt to changing priorities and meeting deadlines. Analytical experience with income statements (balance sheet and cash flow a plus). Financial systems experience (such as NetSuite, Adaptive Insights, Oracle, Hyperion Essbase, SAP), and preference for database experience. 3 years of related finance experience.

Education/Certifications

Bachelor's degree in Finance, Business or a related field.

What We Offer

Health Coverage optionsalong with other voluntary benefits EnterpriseUdemy membership with access tothousandsof personal and professional development courses 401Kwith Company match up to 4%or Employee Pension plan Competitive pay and year-end bonus potential Flexible PTO Charitable Donation matching, along with Volunteer and Voting PTO Numerousteambuilding activities to promote collaborationin a fun and fast-paced workenvironment

EEOC Statement

AllvueSystems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition,Allvuewill provide reasonable accommodations for qualified individuals with disabilities.

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