Senior Financial Analyst - CPA

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Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial analysis, reporting, or a related role.
• Proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, complex formulas).
• Experience with financial modeling, data analysis, and automation tools (Recurring Revenue and Professional Services experience preferred).
• Familiarity with financial reporting tools, CRM, and ERP systems (e.g., QuickBooks, Salesforce, NetSuite) is a plus.

Responsibilities:

• Prepare and maintain weekly and monthly financial reports, ensuring data integrity and accuracy.
• Emphasize Financial Statement Consolidation for multiple entities and Sales Pipeline Analysis.
• Support the creation of financial dashboards and performance metrics for management review.
• Assist in variance analysis reports, identifying key trends and financial performance drivers.
• Develop automated reporting solutions to enhance efficiency and streamline processes.
• Accurately calculate and track commissions for sales teams, ensuring timely and error-free processing.
• Collaborate with finance and sales leadership to align commission structures with compensation plans.
• Maintain and update commission models based on changes to sales goals, territories, or performance metrics.
• Reconcile commission data, resolve discrepancies, and provide insights into commission-related issues.
• Perform ad-hoc financial analysis to support decision-making processes.
• Assist with the forecasting of revenue, cost, and expenses based on historical trends and business projections.
• Analyze large datasets to provide actionable insights and recommend improvements.
• Identify opportunities to streamline financial reporting and improve efficiency.
• Implement best practices for financial data management, reporting accuracy, and automation.
• Work closely with Sales, HR, and Accounting teams to gather and verify data needed for reporting and commission calculations.
• Support the Director of FP&A and Sales/Revenue Operations Manager, contributing to business initiatives and projects.