Financial Planning Analyst

Get AI-powered advice on this job and more exclusive features. This range is provided by LightBox. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $75,000.00/yr - $90,000.00/yr At LightBox, we strive to not only equip confident, data-driven decisions across sectors, but to also enrich lives by bringing people, information, and technology together. As a company with a wide range of clients, we believe a diverse workforce is crucial to success. Our commitment to inclusion across race, gender, age, religion, identity, and experience is the foundation upon which we operate and connect with our customers and the communities in which we work. With our expertise, we are producing the best available data, workflow tools, technology, and analytics to support everyone making a real estate decision. There has never been a better time to make an impact and we invite you to join us on this journey. LightBox is a leading provider of data and workflow solutions across commercial real estate and location intelligence. Our solutions deliver the depth, speed and accuracy that enable insights to over 50,000 brokers, 1,000 banks and lenders, 1,000 law firms and 5,000 environmental consulting and engineering firms. Position Overview: This position will be responsible for maintaining and enhancing reporting for Key Performance Indicators (KPIs) across all segments of the business. They will also be responsible for maintaining accurate, detailed, and measurable reporting against the forecast and budget to help drive actionable decision making and develop a deep understanding of the business. Through this detailed reporting, this position will assist in developing clear business strategies and provide insights into current trends and risks / opportunities. What you will do and achieve: Obtain a deep understanding of the business by maintaining operational reporting distributed daily, weekly, and monthly. Build and maintain consolidated reporting packages with key drivers of performance across the company to be shared with both executives and operational leaders both at a summary view for executives & a detailed view to be provided by segment management. Assist in transaction revenue reporting and analyses focused on product and customer trends. Collaborate with members of the accounting, finance, and segment teams to develop ad-hoc analysis to investigate trends or drive changes in the business. Act as liaison between finance and department budget owners by driving the process and tools to manage performance. Be the point person for building out a cash forecast process and model and maintenance. Create and maintain detailed quarterly forecast and annual budget models to clearly identify cost drivers to enable impactful decision making. Identify risks and opportunities to current forecasts based on performance and changing business needs. Leverage reporting from Intacct / AcctTwo to summarize key trends in Annual Recurring Revenue across each segment and expand upon SaaS reporting capabilities. Assist in preparation of quarterly business reviews and quarterly board of directors presentations. Who you are: Education BS Degree in Business, Finance or Accounting. Other degrees considered given relevant experience. Experience 2-5+ years FP&A experience. 2+ years of experience developing ad-hoc financial analysis preferred. Key Knowledge & Skills Strong excel and PowerPoint skills mandatory. Technology, SaaS businesses and/or CRE industry experience a plus. Experience with power tools (power query, power pivot, etc) a plus. Ability to translate a business question into an analysis. Confidence to work with senior executives and push an agenda that might conflict with their own. Experience with cash forecasting and modeling a plus. Core Competencies Success requires intellectual curiosity and strong relationship skills (build trust naturally and quickly) to develop a deep understanding of the business. Must be self-motivated to continuously improve. Unquestionable integrity. Strong sense of accountability. LightBox's Diversity Commitment: LightBox is fully committed to employing a diverse workforce and creating an inclusive work environment that embraces everyone’s unique contributions, experiences, and values. We believe in unity in diversity and offer a collaborative work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences. This job description is a general listing of the required tasks and expectations of the position and in no way implies that the duties listed above are the employee’s only responsibilities. The employee is expected to perform other tasks, responsibilities and training as instructed by their supervisors. Duties and responsibilities may change at any time with or without notice. This position may require additional hours outside of the standard work schedule including occasional holiday, evening and/or weekend hours in order to meet deadlines or to accommodate customers. LightBox and all its holding companies are an equal opportunity/affirmative action employer. It is the policy of the LightBox and its holding companies to prohibit discrimination of any type and to afford equal employment opportunities to employees and applicants, without regard to race, color, religion, sex, national origin, age, disability, or veteran status. Seniority level Associate Employment type Full-time Job function Finance and Analyst Industries Data Infrastructure and Analytics, Real Estate, and Technology, Information and Media #J-18808-Ljbffr