About DerbySoft
Connecting different businesses together is what DerbySoft’s all about. We make the travel business easier by developing intelligent technology services delivering superior performance for our customers around the globe. We’re passionate about empowering companies to achieve their goals and transforming how companies interact with their customers.
DerbySoft has been recognized as a distinguished partner to the industry since 2002 offering strengths through exceptional technology and customer service with local operations globally.
We’re on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours.
SUMMARY DESCRIPTION
As a member of the Financial Planning & Analysis (FP&A) team, the Senior Financial Analyst (SFA) is responsible for analyzing financial data to support strategic decision-making. Requiring strong financial acumen and attention to detail, this role involves management reporting, forecasting, budgeting, and variance analysis to drive financial performance.
One of the key responsibilities of the SFA will be to act as a financial consultant and business partner to support key business units and departments, working closely with various internal leaders and stakeholders. The SFA will be the subject matter expert on business partner’s operations & financials, actively engage in (and at times lead) business discussions, meet with business partners on a regular basis, present financial results/findings to management, create various financial models to support or inform different business decisions, take over existing models and improve them, establish budgets and forecasts on behalf of business partners and support any ad hoc requests that arise.
The SFA will support various stakeholders, closely collaborating with sister finance teams (i.e. accounting, AP/AR) and business partners that are located globally and situated across various time zones.
KEY DUTIES & RESPONSIBILITIES
The FP&A discipline is focused on “holistic” and “consistent” analysis – essentially ensuring that all the building blocks of financials are organized/defined in a way that allows for meaningful and effective storytelling. This concept is the foundation of all day-to-day work. The following are the major bodies or work that the SFA will be responsible for:
Monthly recurring financial analysis:
- Create, analyze, and present monthly financial results that include business partner level Income statements comparing actuals versus budget, forecast, and prior year for assigned business units and departments. Results will be presented to business partners, manager, and potentially leadership (monthly business reviews).
- Focus on defining and measuring revenue and operational efficiency performance indicators to help business partners better manage their operations and shed light onto areas of focus.
- Clearly articulate findings to both business partners and finance management.
- Pull data from the financial system, aggregating, summarizing, and determining the best way to articulate financial performance based on the stakeholders you support. This also requires reviewing raw data for errors or inconsistencies and making the necessary corrections/adjustments to ensure reporting integrity.
- Visualize financial results in way that is useful to business partners.
- Support team’s effort to move financial data into PowerBI dashboard and present findings in an interactive and effective manner.
- Research variances between actuals and budget/forecast, then summarize the findings to finance leadership and business partners.
- Partner with and work closely with accounting team (located in Shanghai) to ensure that budget/forecast data is aligned with actuals. Developing or supporting the development of a process to ensure alignment.
- Streamline reporting and ensure accuracy of reporting.
Quarterly recurring financial analysis:
- Establish and update quarterly forecasts for assigned business partners including but not limited to working with business partners to understand operational trends and expectations through end of year and correspondingly create updated financial figures.
- Prepare forecast data for manager to be consolidated at company level.
- Focus on forecast accuracy with minimal variance to actuals.
- Assess potential risk and opportunities and factors that into forecast financials.
- Work with manager to update applicable slides on quarterly board of directors’ presentation and provide commentary.
Annual recurring financial analysis:
- Establish annual budget for assigned business partners that include generating templates to collect data from business partners, ensure financials are “apples to apples” comparison across categories and years (or make the necessary adjustments to ensure consistency).
- Roll up data to build financial view.
- Prepare budget data for budget reviews with company leadership.
- Support manager on the board of directors’ presentation summarizing budget results.
CORE COMPETENCIES
- High level of intellectual curiosity which drives sense of ownership and desire for continuous improvement and learning.
- Pragmatic and values follow-through.
- Customer obsessed - always thinking about what business partners and colleagues need.
- Strong communication skills – ability to adapt/adjust communication style and words when working with people from different cultures and languages.
- Performs work with sense of urgency, focusing on progress/movement and communicates in a timely manner.
- Comfortable working in an ambiguous and fast-changing environment.
- Strong attention to detail resulting in the ability to produce analyses/reports with little to no errors, effectively keep track of changes, ability to assess apples-to-apples comparison in data, and have a method to check for reporting accuracy.
- Ability to flex schedule and work outside of regular business hours to support a global business spread of business partners.
KNOWLEDGE, SKILLS & ABILITIES
- Bachelor's degree or above in Finance, Accounting, Economics, Business Administration, or a related field or commensurate experience.
- Existing experience in FP&A is highly preferred but not required.
- Experience with financial reporting, budgeting, forecasting, and variance analysis.
- Proficiency in financial modeling specifically the ability to effectively take over existing models, build new models from scratch and build in error checks.
- Experience with large datasets that include handling, cleansing, mapping, and analyzing of said data.
- Experience with disparate datasets that require reconciliation before combining.
- Experience working with stakeholders across different disciplines and time zones preferred.
- Experience in a fast-paced, growth-oriented environment.
- Ability to speak Chinese (Mandarin) is preferred but not required.
- Demonstrated proficiency in MSOffice, particularly Excel and Powerpoint.
Travel: 10% annually nationally and internationally with overnight stays.
Benefits
- Flexible Schedule
- Generous Paid Time Off
- Competitive Pay
- Annual Bonus
- Referral Bonus
- Health, Dental & Vision Benefits
- Company provided Life Insurance Program
- Company provided Long – Term Disability Benefits
- Voluntary Life
- Long-Term Incentive Plan
- Employee Assistance Program
- Company Matching Retirement Program
DerbySoft, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We also participate in E-Verify for anyone hired in the United States of America.
