Offer summary

Qualifications:

BA/BS in Finance, Accounting, Business Administration, Economics, Data Science, or related field., Three or more years of experience in financial planning & analysis, management consulting, or public and managerial accounting., Excellent Excel skills and a high level of analytical ability., Strong communication, organization skills, and attention to detail..

Key responsabilities:

Support strategic business decision making through financial modeling and analysis.

Maintain financial budgets and forecasts, tracking key variances.

Design and create dashboards to monitor and identify key business trends.

Provide inputs to monthly reporting packages and conduct variance reporting.

Job description

Who we are: Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. Be a part of this exciting new partnership, committed to transforming organizations and improving the lives of people doing mission-critical work.

Why join our team: We strive to provide the very best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community.

Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions.

We are currently searching for a Senior Financial Analyst to support the Services business for Transact+CBORD. Please see the details for the position below.

Title: Sr. Financial Analyst

Location: Remote within the US

Key Responsibilities:

Support strategic business decision making through financial modeling and analysis, including ad-hoc modeling and analysis to achieve business and company goals.
Maintain financial budgets and forecasts for the business and track key variances.
Design and create monthly, quarterly dashboards to help monitor and identify key business trends.
Develops financial plans and reports for organizational leaders.
Enhance and maintain key KPIs to drive better investment decisions, such as return on spend at the program or initiative level.
Constantly improve accuracy by understanding the underlying business drivers.
Update assumptions with inputs from operational business improvements.
Variance reporting (forecast vs. actuals) and analysis.
Provide inputs to monthly reporting packages, and monthly and quarterly business reviews.

Requirements:

BA/BS in Finance, Accounting, Business Administration, Economics, Data Science, or related.
Three (3) or more years of experience in financial planning & analysis, management consulting, or public and managerial accounting.
Excellent Excel skills.
Have a rigorous attention to detail.
Excellent communication and organization skills.
Work well under pressure.
Highly organized and can work on multiple projects at once.
A high level of analytical ability and accuracy.
Ability to work independently and complete tasks with minimal supervision.
Experience in an Enterprise SaaS environment is a plus.
Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus.

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions.

Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor.

As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom.

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