Financial Analyst

Posted 16 days agoViewed

💎 Seniority level: Middle, 2-3 years of related experience

📍 Location: US

🔍 Industry: Board Management Software

🏢 Company: OnBoard👥 101-250💰 $100,000,000 Private over 3 years agoDocument Management Collaboration Meeting Software Software

⏳ Experience: 2-3 years of related experience

🪄 Skills: Data AnalysisBudgetingFinancial analysis

Requirements:

Bachelor's Degree in Finance, Accounting, Business Admin, or a related field.
2-3 years of related experience in FP&A, banking, corporate strategy, or consulting.
1-2 years of SaaS industry experience.
MBA, CFA, or CPA preferred.
Advanced Excel, PowerPoint, and Word skills.
Experience with Financial Modeling and Budgeting Systems.
Skilled in preparing presentation materials for senior management.
Able to multi-task and have excellent project management skills.
Proactive and able to work effectively in a fast-paced environment.
Excellent interpersonal skills with all levels.

Responsibilities:

Assist in the budgeting forecasting process including business unit budgets.
Maintain planning models for financial purposes.
Identify trends to support the business environment's evolution.
Partner with business owners to manage expenses and forecasting.
Oversee monthly reporting and forecasts with Accounting.
Provide ad hoc reports and analysis to senior management.
Analyze data into key insights for strategic decision-making.
Drive business process improvements.
Conduct research for finance-related metrics and trends.
Participate in cross-functional projects and process improvements.

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Financial Analyst

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