Full-Time

Senior Financial Analyst

Updated on 12/20/2024

Workwave

Workwave

201-500 employees

Software solutions for field service management

Enterprise Software
Financial Services

Compensation Overview

$104k - $117kAnnually

Mid, Senior

Remote in USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
NetSuite
Financial analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in Accounting, Finance or Economics
  • 4-7 years Financial Planning & Analysis experience
  • Ability to commute to NJ HQ in Holmdel, NJ
  • Solid proficiency using MS Excel, PowerPoint and Word are required
  • Experience working within a software or technology industry and/or private equity with is preferred
  • Experience with highly recurring revenue business models as well as NetSuite and/or Adaptive Planning is preferred, as Senior should have experience building more complex models
  • Encourages a team-oriented, collaborative environment
  • Excellent analytical thinking and problem-solving skills
  • Highly-driven, self-motivated with strong attention to detail and record keeping
  • Ability to communicate with all levels of management with professionalism
  • Ability to work cross-functionally with individuals across the organization
  • Ability to prioritize and adapt to change in a rapidly growing and evolving business environment
  • Solid interpersonal skills and emotional maturity
  • Ability to handle confidential information with discretion
Responsibilities
  • Provide exceptional financial and analytical support to senior leaders
  • Establish strong business partnerships with other functions throughout the organization
  • Support the creation and maintenance of monthly financial forecasts and annual budgets, with a focus on department costs, expenses, corporate allocations and headcount
  • Focus on product line P&L forecasting, including key product based KPIs
  • Perform detailed variance analysis comparing financial performance with relevant forecasts and budgets, and create meaningful reporting to present business partners with actionable recommendations to drive more timely and better business decisions
  • Work closely with the FP&A team to support the creation of monthly reporting packages and monthly presentations
  • Analyze data to identify opportunities for cost efficiency, and perform ad-hoc reporting and analysis
  • Partner with the broader Finance and Accounting group on the financial close process to ensure complete and accurate financials
  • Having a continuous focus on process improvement and efficiency
  • Work with Business Intelligence and financial planning tools and develop dashboard/metric reporting as needed

WorkWave specializes in software solutions for field service management, catering to businesses that provide services at customer locations, such as pest control, lawn care, and HVAC. Its software suite includes tools for scheduling, dispatching, customer relationship management (CRM), billing, and mobile workforce management, which help clients automate processes, improve efficiency, and enhance customer satisfaction. WorkWave operates on a subscription model, allowing clients to customize their software usage as their business grows. Additionally, it offers specialized services for private equity investors, providing exclusive pricing and dedicated support to optimize investments in the field service sector. The company's goal is to continuously improve its offerings and foster a remote-first work environment that encourages collaboration and creativity among employees.

Company Stage

Seed

Total Funding

$8.1M

Headquarters

Holmdel Township, New Jersey

Founded

1984

Simplify Jobs

Simplify's Take

What believers are saying

  • WorkWave's software bookings increased by 34% in Q3 2023 year over year.
  • The company saw a 66% increase in new customers in Q3 2023.
  • WorkWave's strategic partnerships enhance its service offerings and customer satisfaction.

What critics are saying

  • Increased competition from other field service management software providers like ServiceTitan.
  • Potential challenges in integrating TEAM Software after its acquisition.
  • Economic uncertainty may impact clients' ability to invest in new software solutions.

What makes Workwave unique

  • WorkWave excels in AI-driven route optimization for field service management.
  • The company offers flexible financing options through partnerships with Wisetack and YouLend.
  • WorkWave's PestPac platform is modernized and internationally accessible, enhancing user experience.

Help us improve and share your feedback! Did you find this helpful?