Senior Financial Analyst

Job Description

Job Description

Job Summary

As a Senior Financial Analyst, you will play an integral part in the development of the annual operating sales and marketing budget and the associated tracking of performance against plan throughout the year. You will also help develop and own both revenue and expense forecast models for the company's various business lines. This position will work intimately with the Finance Manager and executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI’s and provided analysis. You will also be working closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements to support or go-to-market teams.

Essential Duties and Responsibilities:

Budget/Forecast

• Review and develop annual sales and marketing 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

Key Performance Indicators

• Report on weekly KPI’s such as ACV (“Annual Contract Value” - Orders), Recurring revenue, customer and unit roll forwards, attrition rates and customer retention.
• Investigate variances vs. plan and meeting with department managers for input.
• Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Power Pivot, Claude) for consolidation and analysis of data.
• Drive meaningful analytics and investigate root causes for variances, using modern analysis methodologies, including the use of Claude or other AI tools.
• Perform trend analysis on data on a weekly basis to report to the Business Unit Presidents
• Maintain the company’s SAAS Dashboard and provide weekly to the management team
• Regular and dependable attendance

Financial Modeling

• Develop complex financial models and present analytics to support Sales and Marketing 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 SageIntacct general ledger system and financial reporting systems to pull actual Revenue data for use in trending and forecasting analyses.
• Propose correction journal entries to accounting, budget vs. actual variance analyses, and risk/opportunity tracking.
• Prepare the monthly (“MBR”) reports to Business Unit leaders as it relates to Quote-to-Cash metrics, working closely with the Revenue Operations team. 
• 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.
• Regular and reliable attendance is required as this is a full-time position.
• Other duties as assigned by management.

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 SageIntacct or other similar ERP’s such as Microsoft-Great Plains, Oracle NetSuite, or Performance Management Software in a corporate environment.
• Thorough understanding or recurring and subscription revenue models (SAAS experience required)
• Experience creating financial models, including use of database manipulation (e.g. Tableau, Power Pivot & Excel).
• Familiarity with using Claude for Analysis and complex excel models.
• Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/or other related technology industries preferred. 
• Bachelor’s degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred

This role requires you to be located within 35 miles of Murrieta, CA (92563) and able to work a hybrid schedule, reporting to our Murrieta, CA office location three days per week.

Physical/Mental Requirements for the Job:

• Prolonged periods of sedentary movement.
• May be requested to work overtime if deemed necessary
• Must be able to lift at least 20 pounds