The Financial Analyst will play a key role in facilitating the management of the financial processes, analysis support of a large key account in our business. This position is responsible for forecasting, budgeting, cost management, analysis and ad hoc reporting. In addition, the individual will form relationships with the account team and structure conversations for smart business decisions, enhance reporting capabilities, encourage open communication among the team and establish a framework for accountability.
This position is ideal for someone intellectually curious, highly detail-oriented, entrepreneurial, resourceful, and proactive. The right candidate will exhibit outstanding judgment, professionalism, and the ability to thrive in a fast-paced, and sometimes ambiguous, work environment. He/she will need to comfortably interact and communicate with individuals at all levels, including senior executives. In addition, this individual will foster and maintain the necessary internal relationships throughout Applause.
Below is an overview of the expectations that are intended to show the basic levels of support required in this role. Ad Hoc analysis and reporting are inevitable components of the FPA function in addition to the specific items noted below.
Core Responsibilities
- Working closely with the account team to forecast revenue, expense and capex
- Become the account financial advisor; assist with margin improvement plans, assist with financial modeling and analysis on an ad hoc basis and own all reported financial metrics.
- Become the accounts go-to person for all things finance related.
- Contribute to the annual planning process, primary owner for financial output
- Support ongoing reviews of business operations and process improvement initiatives
- Assist in monthly accounting close, including detailed expense review/validation for your key account
- Month End Close, Reporting and Analysis for FPA and account team
- Leverage Adaptive Planning system for forecasting and reporting
- Drive automation through existing systems for management reporting wherever possible
- Work with managers across the organization to ensure internal/operational financial views are accurate and relevant (Revenue, Margins, OPEX, headcount)
- Other ad hoc reporting for FPA, account leadership or executives.
Required Skills
- 6+ years experience in FPA or corporate finance role
- Capable of working in a dynamic, fast-changing, and sometimes ambiguous environment
- Demonstrated understanding of finance / accounting principles and concepts
- Comfortable learning and managing new financial systems
- Great communication skills that will allow you to interact and work with others that do not have a direct-line reporting responsibility to you
- Must be extremely well-organized with the ability to multi-task across multiple deliverables, bias towards productivity
- Ability to develop detailed financial models, and to synthesize anecdotal and structured information into meaningful insight
- Effective presentation skills and experience working with executive leadership with at least 2-5 years of experience in financial management
- Prior experience of corporate planning and/or account operations function and proficiency using NetSuite, Adaptive, Xactly, or comparable software tools for financial planning.
- Prior experience effectively modeling and presenting data using Microsoft Office (Excel, PowerPoint, Word).
