Financial Analyst - Remote

Overview

SOCi, the CoMarketing Cloud for Multi-Location Enterprises, is currently looking for a Financial Analyst to support the senior management decision-making process as a subject matter expert in the financial mechanics & operational drivers in our SaaS model and how we fit in the market. The focus of this work will be supporting deliverables from current sales/operational activity to short & long term planning.

In Short

• Own various monthly, quarterly, and annual KPI reporting that deliver results to management around recurring revenue, customer attrition, product mix, and other ad hoc metrics
• Maintains living external and internal reporting packages including: management deck updates, compliance testing, budget vs. actual reporting, variance analysis with RCA of atypical findings
• Assist with the annual and quarterly budgeting and forecasting processes
• Build partnership with department leaders to understand drivers, trends, opportunities, and share insights and recommendations through data
• Document & design more efficient workflows that match our growth and eventual scale
• Provide objective analytical support to help influence and reinforce business decisions by understanding the “big picture” as well as the finer mechanics of the organization
• Identify trends, advise the company, and recommend actions based on sound analysis
• Ad hoc reporting/projects that are assigned

Requirements

• Remote Opportunity: Ability to work 100% remotely
• Must Have:
  • Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus.
  • 2-4 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields. Big 4 audit experience is a plus
  • Experience working in a high growth technology, SaaS company, or recurring revenue service business
  • Familiarity with standard set of financial statements
  • Experience working at a start-up is preferred
  • Must have strong experience with advanced Microsoft Excel & Google products
  • Background in FP&A software & ERP implementation
  • Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving
  • Strong verbal and written communication skills
  • Strong work ethic with a positive, coachable, can-do attitude
  • Independent worker and analytical thinker with ability to conduct research, data analysis and resolve complex problems
  • Attention to accuracy and detail required
  • Proven ability to work under pressure and meet tight deadlines

Benefits

• Comprehensive Benefits Package (non-contract roles only)
• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) plan with employer match
• Flexible Work Environment
• Flexible paid time off (non-contract roles only)
• Quarterly wellness days
• Paid holidays
• Unique employee engagement programs
• Empowering Career Growth and Success