Primary Job Responsibilities
• Develop and maintain standardized weekly, monthly, quarterly and annual reporting and dashboards to guide and enable data-driven decision making
• Collaborate with and establish solid and trusted working relationships with all stakeholders
• Provide support to the Finance & Accounting Operations manager for ad hoc requests and preparation of financial analysis and presentations for executives as requested
• Demonstrate insightful use of financial analysis techniques, tools, and concepts
• Understand key financial performance and operational metrics to incorporate metrics into standard reports
• Provide financial models and dashboards with analysis on investment, expenses, capital expenditure, balance sheet, and headcount trends, including variances of actual vs. budget and year over year
• Develop an understanding of company global business model in order to identify financial trends and provide value-added analysis and benchmarks across the industry for various business functions
• Maintain knowledge and stay up-to-date on developments in technology, business and finance
Required Skills
• Bachelor’s degree in finance or a business-related major; MBA is a plus
• 7+ years of experience in a financial analysis, budgeting and planning or reporting role
• Experience with software and technology companies
• Experience with OneStream, including XFGetCell, Quick Views & Cube Views
• Experience with Oracle, Hyperion, Microsoft Office, Google Suite
• Good problem-solving and financial modeling skills in spreadsheets
• Ability to navigate financial enterprise resource planning (ERP) systems
• Proven record of creating streamlined reporting and analysis
• Results-oriented with excellent critical problem-solving & communication skills
• Solid initiative and ability to manage multiple projects
• Financial modeling experience and understanding of financial statements
The following are considered a plus:
• Experience with data mining tools and/or dashboard creation, i.e., Tableau
• Previous experience in programming, scripting, or writing database SQL code
• Previous experience or familiarity with a software or subscription model business
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Last updated on Oct 4, 2021