Senior Financial Analyst

Job Description

Senior Financial Analyst

Summary/objective

The Senior Financial Analyst (SFA) will act as a strategic business partner to the company's leadership in partnership with the Finance organization.

Core Job Duties:

• Financial subject matter expert for a business functional
• Provide insights and analysis through data mining and interpreting complex data sets to assist with sound decision-making.
• Contribute to the multi-year, annual and quarterly planning and forecasting
• Assist in development and support of weekly, monthly and quarterly management reporting cadence that provides continuous insight into the performance of the business, including trends, variances and risk assessments.
• Reporting and communication of key messages to ensure senior leadership maintains focus on what matters most and has an opportunity to quickly remediate issues.
• Identify and implement process improvements for operational efficiency.

SFA - Strategic Finance

• Involved in all aspects of the financial planning, forecasting, and budgeting/modeling including but not limited to:
  • customer acquisition
  • customer retention
  • upsells and downgrades
  • associated economic drivers and key performance indicators (KPIs).
• Work collaboratively across the Finance organization as a business partner supporting the FP&A organization, strategic finance team and the accounting team.
• Provide insight and analysis around the revenue model, revenue performance, scenario planning and potential outcomes.

SFA - Corporate FP&A

• Involved in all aspects of the financial planning, forecasting, and budgeting/modeling including but not limited to:
  • Variance and ad-hoc analysis
  • Headcount and expense modeling
  • Financial Reporting (BvA, Board, Pro Forma, Lender, Executive)
  • Annual budgeting and monthly/quarterly forecasting
• Collaborate cross functionally as a business partner to executives and budget owners to understand key drivers of performance and provide insight/recommendations for improvement.
• Integration of acquired company data for analysis and reporting
• Assist in researching reporting improvements/streamlining (DW, BI, AI).

Job Complexity

A seasoned, experienced professional with a full understanding of area of specialization. Emerging understanding of broader organizational context and goals. Resolves a wide range of issues in creative ways. This job is a fully qualified, career-oriented, journey- level position.

Interaction

Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Networks with senior internal and external personnel in own area of expertise.

Supervision

Normally receives little instruction on day-to-day work, general instructions on new assignments.
Experience

Typically requires a minimum of 5 years of related experience with a Bachelor's degree; or 3 years and a

Master's degree or equivalent work experience.
Scope

N/A
Discretion

N/A

Minimum Qualifications

• 4-7 years related experience, ideally in a SaaS
• Demonstrated ability to use data and provide thoughtful analysis
• High level of comfort interacting with various functional areas and levels of leadership
• Strong analytical skills coupled with an understanding of business dynamics
• Excellent communication, analytic, written, organizational, and problem-solving skills
• Ability to work and execute on tight deadlines
• Power Excel user and strong PowerPoint skills
• Experience or exposure to other reporting tools or systems (Tableau, Microsoft BI, DOMO, Planful, Adaptive Planning, Hyperion Essbase, )
• Self-directed, self-motivated, and demonstrated experience providing ideas and solutions to further business understanding

Physical Demands: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds.

Travel Required: Limited

Work Authorization: Employee must be legally authorized to work in the United States.

FLSA Classification: Salaried, Exempt

Effective: 1/1/2024

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit


isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.


Disability Accommodation

Visit for more information regarding our incredible culture and focus on our employee experience. Visit for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.