Senior Financial Analyst

Company: Edlio LLC
Location: Wilbraham
Posted on: May 11, 2022

Job Description:

Description:
Hi, we're Edlio! We are a fast-paced software development company that is looking for a smart, energetic, supportive, and dynamic individual to join our team. We specialize in a web-based solution for thousands of schools and districts nationwide. Our content management system is packed with features designed specifically for teachers and school administrators and is a perfect fit for educational organizations of any size, from small charter schools to districts with dozens of campuses.We are looking for a highly motivated individual to join and support our finance team. You will play a critical role in building a world-class FP&A function. In this vital position, you will perform financial reporting and analysis duties for the Edlio leadership team, the Board of Directors, and Investors. Additionally, this role will play an integral part in Edlio's budgeting, forecasting, and strategic planning process. The position reports directly to the CFO and works closely with the Vice President of Finance. The successful candidate will be a committed and dedicated team player with a positive can-do attitude and the desire to learn and improve in a fast-paced environment quickly.This is a fully remote position for US based candidates with the exception of AZ and HI.Essential Functions and Duties:Financial Reporting and AnalysisAssists the team in monthly and quarterly financial and operational reporting, including executive summary preparation, quarterly business reviews, and external reporting documentation for results.Support the monthly KPI reporting process. Drives efficiencies in KPI reporting processes through standardization and automation of dashboards, reports, and analytical models.Assist with the ARR and Retention Reporting process. Develops and prepares in-depth revenue and customer loss cause analysis and reporting.Designs and build financial models and scenario analysis to support business decisions, including historical data and projected results based on the assessment of trends.Analyzes the growth, profitability, and cash flow implications related to investment opportunities the Company might choose to pursue.Delivers analytically rigorous insights to support investment direction and prioritizationPerforms ad-hoc analysis to generate business insights and recommendations.Packages analysis findings into actionable insights to allow the Edlio leadership to make informed decisions with all relevant facts to achieve better outcomes.Identifies opportunities to leverage technology/systems to automate manual reporting and compilation processesFinancial Planning, Budgeting, and ForecastingDevelops and maintains Edlio's integrated annual budget, monthly forecast, and five-year financial model, including underlying support schedules for the five-year statement financial model.Supports the CFO and VP of Finance in leading the Company through the annual planning process in developing a bottom-up, detailed one-year budget.Partners with department leaders to build sales, revenue, and cost forecasts to support the budgeting and forecasting processes.Cultivates a deep partnership with the accounting department to create efficient and seamless actual versus budget and forecast analysis and reporting.Analyzes historical results for trends to improve the accuracy of budget and forecast model assumptions and drivers. This analysis includes studying the causes of unexpected budget variances, including all areas of revenue, cost of sales, expenses, and operating metrics.Actively manages, organizes, and focuses on achieving a timely budget and forecasting deliverables.Continuously improves processes and creates a more effective approach to planning, forecasting, and budgeting.Cross-Functional Business PartnershipProvides financial and strategic support to all levels of the organization, including the VP of Finance, CFO, CEO, President, and Chief Technology Officer (CTO).Becomes a trusted business partner by providing actionable insights around the business through reliable and accurate analytics.Communicate actionable insights from objective analysis and provide decision support to business partners on critical financial and operational topics through data analysis and business understanding.Collaborates with operating teams and provides fact-based recommendations that improve profitability, operating efficiency, and effectiveness.Collaborate with key internal stakeholders to assess analysis and reporting needs and proactively assess the usefulness of various reports / financial analysisInitiates proactive business dialogue and challenges assumptions to ensure sound financial decisions to improve business performance.Improves management teams' understanding of financial statements and budget adherence with thoughtful and transparent analysis..

Requirements:
Qualifications, Knowledge, Skills, and AbilitiesBachelor's degree in Finance, Economics, Mathematics, or another quantitative disciplineThree to five years of progressive experience in FP&A and business analysis.Expertise in supporting a rapidly growing SaaS technology organization.Experience Salesforce desired.Power BI or other data analytics platform knowledge desired.Superior financial modeling skills are required, including scenario/sensitivity analysis, ROI, NPV, and IRR analyses.Advanced to Expert Excel skills.Demonstrated ability to create, navigate and explain complex modelsExceptional problem-solving, quantitative & statistical experience, and analytical skills; strategic and critical thinking.Strong project management skills with the ability to multi-task and prioritize.Solid knowledge of GAAP accounting.Ability to communicate effectively at all levels of the organization to articulate ideas, financial results, and actionable recommendations, including presenting at the executive level.Intellectual curiosity and a continuous thirst for understanding the "whys" thrive on analyzing and investigating data to understand the cause, trends, and business impact.Strong team player with excellent interpersonal, relationship-building skills, and demonstrated ability to lead and influence others.Strong interpersonal skills. Assertiveness in the face of opposing perspectivesStrong attention to detail.Highly productive and efficient. Able to thrive managing multiple projects under tight deadlines in a dynamic environment and respond to competing and changing needs as they present in a fast-paced environment.Resourceful with the ability to work independently when required.Ability to align to Edlio's Mission, Vision, Values, and goals to support Company initiatives and organizational needs.PI176559354

Keywords: Edlio LLC, Springfield , Senior Financial Analyst, Professions , Wilbraham, Massachusetts