Sr. Financial Analyst (Remote)

View full description

Requirements:

• 5+ years' experience as a Senior Financial Analyst with high growth, software/tech companies
• BSBA degree in Accounting, Economics, Finance, or Statistics; advanced professional certification or designation such as CPA or MBA a plus
• Superior skillset using best in class EPMs (Adaptive, Planful, etc.), ERPs (Intacct, Netsuite, etc.), CRM (Salesforce), and BI tools (Qlik)
• Advanced to expert knowledge of Excel and Google Sheets
• SaaS and/or recurring revenue model experience
• Thorough understanding of software industry metrics (bookings, pipeline, ARR, MRR, NRR, churn, CAC, LTV, etc.)
• Proven skills developing and validating financial models
• Hands on, proactive problem-solving expertise
• Excellent oral and written communications skills
• Consistently meets or beats deadlines
• Accustomed to quick pivots based on business needs and priorities

Responsibilities:

• Manage the annual budgeting and quarterly forecasting planning processes
• Administer Percona’s financial planning tool Planful, including financial model development, report writing, and ongoing maintenance/updates
• Validate financial results and communicate performance to the executive team and budget owners, as well as historical trends, noting any discrepancies or risks to plan
• Prepare financial reporting packages: written narratives (monthly) and presentations (quarterly)
• Communicate regularly with budget owners to understand headcount needs and expense run rates
• Work closely with People & Culture to be in lockstep on workforce planning
• Understand the drivers of each business unit/product line and support leaders with financial modeling and analyses, including new product initiatives
• Work with budget owners to incorporate investment needs responsibly and support strategic decision making with "what if" and “scenario” analyses
• Report on trends and analysis, highlighting areas of opportunity for margin improvement, business growth, operating efficiencies and increased profitability
• Report and analyze SaaS metrics (e.g., ARR, MRR, churn, CAC, LTV) across multiple dimensions such as customer segments, product lines, and geographic regions to measure performance, benchmark against industry peers and challenge/qualify/set targets
• Improve product line, technology, and customer segment reporting of bookings and MRR to provide advice, guidance and financial recommendations on the company’s portfolio mix to highlight opportunities and risks
• Identify and lead initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologies
• Partner with Accounting, Human Resources, and Revenue Operations teams to ensure seamless and cohesive reporting and analysis
• Support Sr. Director of Finance and CFO projects and analyses as required