The Senior Financial Analyst is a valuable role within the organization working closely with Accounting, Sales, and Senior Management to provide timely and accurate reporting of global revenues and related analysis.
ESSENTIAL FUNCTIONS:
- Develop rolling revenue forecast with focus on agent revenue channel.
- Determine impact of strategic pricing initiatives from executive team.
- Analyze data from various sources to infer, predict and recommend relevant and actionable insights pertaining to revenue maximization.
- Review and approve all customer sales orders prior to invoicing
- Participation in sales quoting process, including quotes with complex pricing schemes.
- Development of annual budget.
- Development of monthly budget vs. actual GAAP revenue measurement to complement bookings analysis.
- Develop and implement a consistent and best of breed set of templates, related methodology for preparation of annual budget, reports and analyses for management to utilize.
- Lead monthly revenue closing process. Coordinate timing of invoicing with accounting staff.
- Monthly revenue recognition: Perform reconciliations to ensure revenue is properly recorded.
- Roll forward of recurring revenue by category. Show how much revenue is from new customers, additional licenses, existing customers, upsells, down sells, churn, etc.
- Assist sales management enhance their pipeline reporting in Salesforce.
- Calculate quarterly commissions payments. Develop tools to manage this process efficiently.
- Design, document, deploy and maintain analytical reports utilizing data manipulation techniques to track KPIs.
- Work with outside consultants to sharpen the tools currently used to create sales metrics data in the ERP system. Explore automation of certain KPI’s.
- Continue to enhance existing KPI data capture and reporting through improvements and introduction of new ideas
- Develop industry market analysis and leader indicator KPT’s for executive and board level consumption.
- Prepare analysis for inclusion in quarterly board materials.
- Perform revenue analysis for monthly executive financial reporting package. Work with CFO and senior management to provide understanding of variances, trends, and opportunities.
- Involvement in any potential M&A activity.
- Monthly data validation / reconciliation between ERP and Salesforce.
- Provide ad hoc analysis for CFO and executive team
- Work with controller and accounting staff to implement process improvements to provide more timely recognition of revenue in general ledger.
CORE COMPETENCIES:
- Adaptability/Flexibility: Adapts to change, is open to new ideas, takes on new responsibilities, handles pressure, adjusts plans to meet changing needs.
- Communication/Listening: Communicates well both verbally and in writing, creates accurate and punctual reports, delivers presentations, shares information and ideas with others, has good listening skills. Listens attentively to others, asks clarifying questions, actively listens, stays open to other viewpoints, manages distractions and interruptions.
- Decision Making/Problem Solving: Recognizes problems and responds, systematically gathers information, sorts through complex issues, seeks input from others, addresses root cause of issues, makes timely decisions, can make difficult decisions, uses consensus when possible, communicates decisions to others. Breaks down problems into smaller components, understands underlying issues, can simplify and process complex issues, understands the difference between critical details and unimportant facts.
- Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, meets attendance/punctuality requirements.
- Initiative: Tackles problems and takes independent action, seeks out new responsibilities, acts on opportunities, generates new ideas, practices self-development.
- Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, handles information flow.
- Project Management: Establishes project goals, milestones, and procedures, defines roles and responsibilities, acquires project resources, coordinates projects throughout company, monitors project progress, manages multiple projects.
- Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.
- Teamwork: Meets all team deadlines and responsibilities, listens to others and values opinions, helps team leader to meet goals, welcomes newcomers and promotes a team atmosphere. Shares information with manager and team, works as part of a team, works with other departments, follows company policies and values, balances short- and long-term goals.
EDUCATION AND EXPERIENCE:
Any combination of education and experience that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
- BS in accounting or finance.
- Working knowledge of ASC606 revenue recognition standard.
- Revenue modeling
- Ability to process large amounts of data into meaningful and actionable metrics.
- 5 – 7 years of experience.
- Creative, curious, and critical thinker who enjoys process improvement and problem solving.
- Experience interacting and influencing all levels of the organization with confidence by building trust and rapport.
TECHNOLOGY SKILLS:
- Experience with NetSuite or similar ERP system preferred. Knowledge of NetSuite’s ARM module desirable.
- Advanced Microsoft Excel skills (VLOOKUP, Pivot Tables, etc.).
- Intermediate Microsoft Word, PowerPoint, and Outlook skills.
