Senior Financial Planning Analyst

3 weeks ago

New York, New York, United States WorkWave Full time
Financial Analyst Job Description

The Financial Analyst will play a key role in the Financial Planning & Analysis (FP&A) team, serving as a business partner to senior leadership. This position involves developing monthly forecasts and annual budgets, performing operating plan and forecast variance analysis, and creating insightful reporting for senior leadership to drive timely and informed business decisions.

Key Responsibilities:

  • Provide exceptional financial and analytical support to senior leaders
  • Establish strong business partnerships with other functions throughout the organization
  • Support the creation and maintenance of monthly financial forecasts and annual budgets, focusing on department costs, expenses, corporate allocations, and headcount
  • Focus on product line P&L forecasting, including key product-based KPIs
  • Perform detailed variance analysis comparing financial performance with relevant forecasts and budgets, and create meaningful reporting to present business partners with actionable recommendations
  • Work closely with the FP&A team to support the creation of monthly reporting packages and monthly presentations
  • Analyze data to identify opportunities for cost efficiency and perform ad-hoc reporting and analysis
  • Partner with the broader Finance and Accounting group on the financial close process to ensure complete and accurate financials
  • Continuously focus on process improvement and efficiency
  • Work with Business Intelligence and financial planning tools to develop dashboard/metric reporting as needed

Requirements:

  • Bachelor's degree in Accounting, Finance, or Economics
  • 2-4 years of Financial Planning & Analysis experience
  • Ability to commute to NJ HQ in Holmdel, NJ
  • Solid proficiency using MS Excel, PowerPoint, and Word
  • Experience working within a software or technology industry and/or private equity is preferred
  • Experience with highly recurring revenue business models, as well as NetSuite and/or Adaptive Planning, is preferred
  • Encourages a team-oriented, collaborative environment
  • Excellent analytical thinking and problem-solving skills
  • Highly-driven, self-motivated with strong attention to detail and record-keeping
  • Ability to communicate with all levels of management with professionalism
  • Ability to work cross-functionally with individuals across the organization
  • Ability to prioritize and adapt to change in a rapidly growing and evolving business environment
  • Solid interpersonal skills and emotional maturity
  • Ability to handle confidential information with discretion

What We Offer:

  • A robust benefits package, including health and dental and 401k with company match
  • Flexible Time Off policy or generous PTO plan (role-dependent) and paid holidays
  • Up to 4 weeks paid bonding leave
  • Free subscription to the Calm App for you and up to 4 dependents
  • Tuition reimbursement
  • Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services, and much more
  • 24/7 access to virtual medical care with Teladoc
  • Quarterly awards based on peer nominations
  • Regional discounts and perks
  • Opportunities to participate in charitable events and give back to the community

About Us:

We are a laid-back but buttoned-up company that offers a casual work environment and remote work flexibility. We are passionate about developing creative, innovative best-in-class solutions that directly contribute to the success of our customers. We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses. We openly accept others as they are and build strong partnerships based on trust. Teamwork and collaboration are key to helping our colleagues and customers solve their challenges. Our team is energetic, fun, naturally inquisitive, and eager to make an impact. We invite you to join us.

WorkWave is an Equal Opportunity Employer:

We are committed to building a diverse, inclusive, and authentic workplace. We encourage applicants from all backgrounds to apply, regardless of their experience or qualifications. We are dedicated to creating a work environment that values diversity, equity, and inclusion. We are an equal opportunity employer and welcome applications from all qualified candidates.

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