Offer summary

Qualifications:

Strong analytical skills and experience with financial data analysis., Proficiency in Excel and financial modeling techniques., Experience working with SaaS or technology companies., Ability to develop and maintain dashboards using BI tools like Power BI, Tableau, or Looker..

Key responsibilities:

Gather, transform, and visualize financial data from multiple sources.

Develop financial models, conduct variance analysis, and support budgeting and forecasting.

Create and optimize dashboards and reports to provide actionable insights.

Collaborate with cross-functional teams to support strategic financial planning.

Job description

TRAILD: Who are we?

TRAILD is a dynamic, fastgrowing SaaS company that streamlines, automates and protects Accounts Payable.

Just as your bank provides always on risk protection for your credit card, TRAILD provides a similar level of security to help businesses protect their B2B payments from fraud, errors and mistakes.

Our specialised Accounts Payable software integrates with leading business ERP systems like SYSPRO, Acumatica, MYOB, and EPICOR to help clients make their AP process more streamlined, automated and secure.

We have a rapidly growing client base, so you are about to board the rocket ship at the right time. This is an opportunity to make a real impact and with your help we can support more businesses digitise their existing operations with enhanced automation and security. Hear how TRAILD customers speak about us here.

The Role: Want to be a part of our exciting growth journey?

We are looking for a talented, passionate, and motivated individual to join our team as an FP&A BI Analyst, where you will play a critical role in gathering, transforming and visualising financial data from multiple sources to provide datadriven financial insights and forecasts to support strategic decisionmaking in the Finance team.

You will collaborate crossfunctionally to develop financial models, conduct variance analysis, and support budgeting and forecasting processes.

The ideal candidate will have strong analytical thinking, advanced Excel and financial modeling skills, and experience working with SaaS or tech companies.

Key Responsibilities

Extract and consolidate data from platforms such as CRM (e.g Hubspot, Pipedrive, etc), CSM (e.g Zendesk, Custify, etc), ERP (e.g Xero, Quickbooks) and Excel
Build, maintain, and optimize dashboards and reports using BI tools (e.g., Power BI, Tableau, Looker)
Translate raw data into actionable insights for financial planning, budgeting, and forecasting
Assist in the preparation of annual budgets, forecasts, and longrange financial plans.
Support various financial planning and analysis activities to ensure alignment with the company’s strategic goals.
Identify data quality issues and coordinate with relevant teams to resolve discrepancies.
Collaborate with crossfunctional teams to gather necessary information for financial planning.
Conduct monthly and quarterly variance analysis, identifying key trends and business drivers
Develop, maintain, and enhance financial models and dashboards to support decisionmaking
Support scenario analysis and strategic planning initiatives for product, sales, and operations
Provide adhoc financial analysis to support crossfunctional teams and leadership requests