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