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 (+)