Senior Financial Analyst

• Own the preparation and distribution of accurate, timely internal and external financial reports, including P&L, balance sheet, and cash flow statements.
• Develop and maintain reporting packages for PE sponsors, board, lenders, and senior leadership with clear variance analysis and narrative commentary.
• Establish and enforce reporting calendars and quality controls to ensure on-time delivery every period.
• Identify reporting inefficiencies and implement process improvements that reduce cycle time without sacrificing accuracy.

• Architect and build scalable Power BI dashboards and data models that surface KPIs, operational metrics, and financial trends for stakeholders across the business.
• Partner with data and engineering teams to define data pipelines and ensure clean, reliable data flows into reporting tools.
• Develop self-service analytics capabilities that reduce ad hoc reporting burden and empower business partners with real-time insights.
• Document data definitions, calculation logic, and report governance standards to ensure consistency and auditability.

• Partner with accounting to facilitate a smooth, timely monthly close, including accruals, prepaid schedules, flux analysis, and reconciliations.
• Prepare and review close deliverables to ensure financial results are accurately captured and reflected in reporting.
• Track open items, follow up on outstanding information, and serve as a reliable liaison between FP&A and accounting.
• Support audit requests and assist with technical accounting inquiries as needed.

• Support the annual budgeting process and rolling forecast cycles, including model builds, assumption documentation, and scenario analysis.
• Conduct ad hoc financial analysis to support strategic initiatives, investment decisions, and operational reviews.
• Maintain financial models that are well-structured, auditable, and easy to update as business conditions evolve.

• This job has no supervisory responsibilities

• 5+ years of progressive finance or FP&A experience, with demonstrated ownership of financial reporting.
• Hands-on experience building Power BI reports and data models in a professional setting.
• Strong Excel modeling skills; comfort working with large, complex datasets.
• Experience in a PE-backed company, with familiarity with sponsor reporting cadences and expectations.
• Solid understanding of GAAP and the monthly close process.
• Exceptional attention to detail with a track record of delivering accurate, on-time work product.
• Strong communicator who can translate financial data into clear narratives for non-finance audiences.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• Prior experience in a software or SaaS business, with familiarity with ARR, churn, NRR, and other recurring revenue metrics.
• Experience with Sage Intacct and Power BI.
• CPA, CFA, or MBA is a plus.

• Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Ethics--Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethics; Upholds organizational values.

• Occasionally required to stand.
• Occasionally required to walk.
• Continually required to sit.
• Continually required to talk or hear.
• Continually required to utilize hand and finger dexterity.

• Additional remarks regarding work environment: employee must be able to perform under pressure in a fast-paced environment. 

Must be available to work on EST

Benefits Summary: