Financial Data Analyst

What You'll Be Doing:

• Participate in the annual budget and reforecast process including project management, engagement with the senior management team, and assessment/presentation of results.
• Proactively identify and expand ways for the FP&A function to impact the business.
• Participate in the presentation of results to the senior management team.
• Develop KPIs and analyses to track key business metrics such as ARR, customer retention, sales performance, forecasting accuracy, and others.
• Partner with the Accounting team to ensure accurate reporting and integration of actuals into forecasts.
• Perform various ad hoc analysis as directed by the CEO/CFO.
• Develop relationships across the entire organization to gain a detailed understanding of all aspects of the business operations and trust amongst the senior leaders and provide analytical support as needed.
• Be a resource for analysis and due diligence related to any M&A activity.
• Other duties as assigned and related to the nature of this role and company initiatives.

• 5+ years professional experience including financial forecasting.
• Experience in private equity, investment banking, or investor relations strongly preferred.
• Experience forecasting and analyzing SaaS B2B topline strongly preferred.
• Technical skill set including SQL, Power BI, or similar data/visualization tools preferred.

• Strong analytical skills with a proven track record of delivering actionable insights.
• Understanding of GAAP.
• Advanced Excel modeling and Power Point.
• Strong communication, interpersonal, and presentation skills.