Senior Financial Analyst

1 week ago

Orlando, United States Creative Financial Staffing Full time

Senior Financial Analyst
REMOTE TO FL RESIDENTS ONLY

About the Senior Financial Analyst opportunity and organization

Our client is a leading name in the SaaS space seeking a Senior Financial Analyst who will have a direct influence on the financial health, growth, and strategic decision-making while reporting directly to the Director of FP&A. This is a newly created position that allows for mentorship and impact to the organization immediately. This position will also work closely with a team of talented professionals in a collaborative and innovative culture. The Senior Financial Analyst will be exposed to the latest technologies, tools, and strategies in a fast-paced environment. This position is remote to FL residents ONLY with travel to Orlando 2-3 times a year.

Responsibilities of the Senior Financial Analyst
  • Maintain and improve vital financial and operational reporting for private equity investors and internal stakeholders.
  • Assist in preparing the annual budget, quarterly forecast, and rolling pro forma.
  • Co-own business relationships with executive leadership.
  • Assist in developing recurring private equity board presentations.
  • Own operational and financial data, supporting data-driven decision-making.
  • Create documentation of finance, data, and analytics processes.
  • Perform other finance, business, data, and reporting tasks as assigned.

Employee Benefits in the Senior Financial Analyst role:

  • Competitive pay structure.
  • Comprehensive medical, dental, and vision plans.
  • Company-paid life, short- and long-term disability insurance.
  • Employee Assistance Program.
  • 401(k) match.
  • Paid time off and holiday pay.
  • Access to a wide range of Learning & Development courses.
  • Tuition and certification reimbursement.
Preferred qualifications of the Senior Financial Analyst:
  • Bachelors degree in Finance, Accounting, business
  • MBA in Finance, Business or Business Analytics (+)
  • 5 years of proven experience in a senior finance, reporting or data analyst role
  • Proven experience with financial modeling, budgeting, and forecasting with recurring revenue streams
  • MRR,ARR, Churn Rate, CAC analytical skills (+)
  • Proficiency in Excel and Power BI (+)
  • PE industry experience (+)

#CFSAPR2024
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Keywords: Senior Financial Analyst, financial modeling, SaaS, Financial planning and analysis

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