Job Summary
We are seeking to hire a Financial Planning and Analysis (FP&A) Analyst to join our finance team. This is a high-impact role that will work cross-functionally throughout the organization to improve reporting visibility for the company’s business unit leaders and executive leadership team. This person will be responsible for budgeting, forecasting, and monthly BvA reporting and analysis.
Key Responsibilities
Budgeting and Forecasting:
- Assist in the development and management of the annual budgeting process and quarterly reforecast process.
- Collaborate with department heads to create and maintain departmental budgets.
- Analyze budget variances and provide explanations and recommendations.
Management Reporting:
- Work with the company’s accounting team to prepare monthly variance analysis and EBITDA adjustments.
- Prepare and present regular financial reports to business unit leaders and the executive leadership team.
- Provide commentary on financial results, highlighting key SaaS metric indicators, BvA, etc.
Board, Investor, & Bank Reporting:
- Assist with the preparation of financial materials for quarterly board meetings.
- Assist in quarterly investor reporting packages
- Provide monthly financials and SaaS KPIs to Portside’s lender
Provide analytical support for special projects and strategic initiatives as needed
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CFA/CPA a plus)
- 4+ years of experience in financial planning and analysis or a related finance role
- Hyper-detail oriented
- Proficiency in financial modeling, data analysis, and reporting
- Strong analytical and problem-solving skills
- Excellent communication and presentation skills
- Prior Netsuite experience
- Prior experience working in a high-growth software company
- Proficiency in Excel, financial modeling and data visualization tools
What We Offer
- Competitive salary
- Health, dental, and vision insurance.
- Opportunities for professional development and career growth.