Financial Planning Analyst

2 weeks ago


Salt Lake, Utah, United States Lightspeed DMS Full time

Position Overview:
The Financial Analyst plays a crucial role as a finance business partner at Lightspeed, ensuring that our financial reporting is thorough, precise, and delivered in a timely manner.

This role involves providing insightful analysis to the leadership team, enabling informed business decisions. The analyst operates independently with minimal supervision and manages intricate cost and profit centers.

Work Environment:
This is a remote position, primarily aligned with the MST time zone. Candidates should be prepared to work a schedule that accommodates this.

Key Responsibilities:
1. Develop and sustain Excel-based financial models, standardized reporting templates, and perform ad-hoc analyses.
2. Collaborate across departments, including Corporate FP&A and Accounting, to collect, analyze, and present financial data.

Monthly Forecasting:
- Prepare consolidated forecasts and actual reports for senior leadership review.
- Conduct variance analysis on business results.
- Investigate monthly discrepancies against plans and prior year forecasts, utilizing GL reports for accounting data access.
- Execute ad-hoc modeling and analysis as required.

Strategic Focus:
Demonstrate a strong desire to deeply understand the primary business drivers and propose recommendations for enhancement.

Planning and Budgeting:
- Revenue, Expense, Balance Sheet, and Cash Flow management.
- Foster business partnerships with various departments.
- Prepare presentations for Monthly Reviews, Quarterly Reviews, and Operational Plans.

Qualifications:
- Bachelor's degree is mandatory.
- A minimum of 2 years' experience in financial analysis, forecasting, and accounting is required.
- Experience in the software industry is preferred.

Essential Skills:
- Proficiency in Excel.
- Financial modeling expertise.
- Strong analytical capabilities.
- Budgeting for revenue and expenses.
- Reporting proficiency.
- Excellent communication skills.



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