SENIOR FINANCIAL ANALYST
Company: Prosites Inc
Location: Riverside
Posted on: May 16, 2022
Job Description:
Job DescriptionSenior Financial Analyst Our CompanyProSites
provides digital marketing technology and services to
community-based professionals in verticals such as the dental,
medical, veterinary, accounting, and legal industries. Across the
ProSites, CPA Site Solutions, PracticeMojo, and LifeLearn brands,
we make it easy for these small businesses to maintain a web
presence, attract new customers through digital marketing channels,
and communicate with existing customers across the web, texting,
chat, and email.Job Summary As a Financial Analyst, you will be
accountable for the development of the annual operating budget and
the associated tracking of performance against plan throughout the
year. You will also develop and own both revenue and expense
forecast models for the company's various business lines. This
position will work intimately with the executive leadership team in
developing financial models for key strategic projects, reporting
on weekly KPI's and provided analysis. You are also expected to
work closely with Accounting, HR, IT, and Sales Operations to drive
system and process improvements.Essential Duties and
Responsibilities: Budget/Forecast
- Review and develop annual budgets and targets along with
follow-on forecasts on a quarterly basis
- Prepare and review financial variances between
Actual/Budget/Forecast
- Reconcile transactions by comparing vs. budget, prior year,
prior months, investigating variances and correcting data
- Provide information to management by compiling and summarizing
data; preparing reports; making presentations of findings,
analyses, and recommendations
- Develop and refine key business metrics and drives robust
analysis to identify strengths, weaknesses and opportunities, while
evaluating possible alternatives and recommending appropriate
actions
- Provide user support and maintenance during annual budget cycle
and quarterly forecast cycles
- Conduct presentation to management as needed Commissions:
- Administration and calculation of commissions working with
Sales Operations and Accounting
- Prepare monthly review of commission performance vs
budget/forecast for alignment
- Modeling commission plans and making recommendations
- Meet with sales management to discuss commission plans and
ensure signature of all commission agreements by new hires Key
Performance Indicators:
- Report on weekly KPI's such as ACV (Orders), Recurring revenue,
customer and unit rollforwards, attrition rates and customer
retention.
- Investigate variances vs. plan and meeting with department
managers for input.
- Utilize SalesForce and ERP systems (Netsuite, Intacct Zuora),
together with BI tools (Tableau, Power Pivot) for consolidation of
data. Financial Modeling:
- Develop complex financial models and present analytics to
support Sales, Marketing, and R&D teams
- Assist in developing complex models that support the financial
modeling related to potential Mergers & Acquisitions activity.
- Build analytical models that utilize both financial and
non-financial data to forecast operating results, scenario
modeling.
- Develop, interpret, and implement financial concepts for
financial planning
- Prepare various industry and market analyses and benchmarking,
as required Accounting/Financial Systems:
- Access Netsuite general ledger system and financial reporting
systems to pull actual financials for use in trending and
forecasting analyses and play a key role during the transition to
SageIntacct.
- Provide first line trouble-shooting support (Super User) for
Financial System (Netsuite), differentiating functional issues from
technical issues, and working with IT to resolve issues
- Propose correction journal entries to accounting, budget vs.
actual variance analyses, and risk/opportunity tracking.
- Prepare the monthly financial report with Director of Financial
Planning & Analysis and executive commentary
- Develop, communicate, and manage requirements for reporting and
finance system enhancements and serves as point person to
facilitate business support throughout the technical development
process. Position Requirements:
- Experience in financial modeling, business analysis, FP&A,
business integration, analytics in
- Excellent MS Office skills, specifically MS Word and MS Excel
(INDEX, VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF
ANALYSIS)
- Advanced experience working with a corporate budgeting
process
- Strong analytical and problem-solving skills
- Good communication skills (verbal, written and listening).
- Ability to switch from complex to routine tasks when
required.
- Experience using Microsoft-Great Plains, SageIntacct, Oracle
NetSuite, Cognos Financial Performance Management Software and
Zuora, in a corporate environment.
- Experience creating financial models, including use of database
manipulation (e.g. Tableau, Power Pivot & Excel).
- Minimum of 5 years of financial analyst experience in
software-as-a-service, software, and/or other related technology
industries preferred. Solid understanding of recurring revenue and
related KPI's required.
- Bachelor's degree in Finance/Accounting. CPA, ACA, CFA, MBA
preferred Benefits:
- A competitive compensation package
- Excellent benefits package that includes a 401K match, medical,
dental, vision and more
- Vacation, sick, and paid holidays
Keywords: Prosites Inc, Riverside , SENIOR FINANCIAL ANALYST, Professions , Riverside, California
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