We're looking for a Financial Analyst to join our growing team! Reporting to our Senior Manager, Finance, you will partner with leaders across our organization to provide value-added analysis and planning, as well as meaningful financial and operational metrics that result in accurate, timely business decision-making. We're looking for someone who can quickly understand complex financial matters and provide insight and solutions that are both sound and clearly communicated.
What You'll Do
- Review financial results following each month and quarter end financial close; provide analysis and insight of variances of actual to budget.
- Monthly forecasting and annual budgeting, including risk and opportunities and long-term projections.
- Support annual planning and assist in development of financial-based justifications for expenditures, investments, and expansion of new or existing business activities.
- Perform monthly financial and operational reporting with commentary.
- Develop financial models and dashboards with analysis on investment, expenses, capital expenditure, balance sheet, headcount trends, including variances of actual to budget year over year.
- Work with various departments in reviewing quarterly and annual financial targets, analysis, and measurement to meet expense management return on investment.
- Develop a deep understanding of Unanet's business model to identify financial trends and provide value-added analysis.
- Prepare financial analysis and presentations for executive leadership team as may be requested from time to time.
- Build and maintain dashboards to manage large and complex data sets and summarize results for a variety of audiences to operationalize their goals and track progress against them.
- Maintaining detailed headcount, labor, and third-party expense schedules.
- Assist with updating and maintaining Unanet's financial planning tool, Workday (Adaptive).
Your First 90 Days
In your First 30 Days, you will become familiar with our financial, planning and analysis systems and procedures. Your early observations will play a meaningful role as we continue to optimize and automate. You will meet regularly with the Vice President, Finance and other members of our Finance & Accounting Team. You will begin learning our forecast process, financial statements (IS, BS & CF), operational KPIs and why they are important. You will join standing financial review meetings with department leaders to discuss results and model future time periods.
In your First 60 Days, you will play a meaningful role in our month-end procedures, including preparing a detailed analysis of company results and presenting the variance analysis to our CFO. You will also play a leading role in our budget planning process.
In your First 90 Days, you will be well on your way to becoming a trusted business partner to department leaders in the organization. You will meeting with both operational and back-office teams on a regular basis and get up to speed on our business.
Who You Are
- 3+ years of experience in financial planning and analysis, preferably in B2B software.
- Strong quantitative and qualitative analysis abilities.
- Excellent communication and presentation skills with demonstrated ability in communicating to senior-level management.
- Problem-solving and financial-modeling skills with ability to navigate financial enterprise resource planning (ERP) systems.
- Results-oriented, accountable, and operates with a high level of integrity.
- Demonstrated business acumen with an ability to understand and analyze performance drivers, draw conclusions, and provide sound insights to others in a way that resonates.
- Ability to work with large amounts of data, translating metrics into recommendations that improve overall business performance.
- Possesses a sense of urgency and a commitment to delivering on time with high quality.
- Bachelor's degree in Finance.
Your Differentiators
- Understanding of recurring-revenue SaaS business model.
- Experience with Workday (Adaptive) financial planning tool.
- Experience with BI tools.
Our Values
- We are a Team. Employees, customers, and partners working together.
- We are Customer-Focused. Customers are the heart of everything we do.
- We are Driven. Seeking exceptional outcomes.
- We Own our Success. Every employee has a stake in our company.
- We do the right thing and have fun in the process.
The salary range for this opportunity is $90,000 - $100,000 per year. You will be eligible for discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.
Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.
