Financial Analyst
Posted on 3/22/2024
Bonterra

1,001-5,000 employees

Tech solutions for nonprofits and donors
Company Overview
Bonterra distinguishes itself by offering tailored technology solutions that enhance fundraising efforts and foster trust for social good organizations, a niche that demonstrates their deep understanding of the sector's unique needs. Their client testimonials highlight a partnership approach, emphasizing a shared mission and purpose in their collaborations, which resonates with both nonprofit entities and major corporations. This customer-centric strategy, coupled with their specialized focus on donor relationship management (CRM), positions Bonterra as a sector-specific ally in driving growth and impact for organizations dedicated to social good.
Data & Analytics
Social Impact
Aerospace
Education

Company Stage

N/A

Total Funding

N/A

Founded

2023

Headquarters

Austin, Texas

Growth & Insights
Headcount

6 month growth

-6%

1 year growth

-12%

2 year growth

-19%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
CategoriesNew
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • 2-3 years of proven experience in financial modeling and analysis
  • SaaS experience preferred
  • Knowledge of corporate finance terms and concepts, as well as accounting principles
  • Advanced Excel skills required
  • Ability to multi-task effectively and work independently in a fast-paced environment with competing deadlines
  • Strong analytical skills, proactive results-oriented work ethic, and adaptable to change
  • Strong written and verbal communication skills
  • High attention to detail and solid organizational skills
  • Experience with Adaptive or another comparable planning tool
  • Experience with Intact or another comparable accounting system
Responsibilities
  • Prepare monthly ARR and retention reporting for the executive leadership team and investors
  • Prepare and maintain weekly cash forecast collaborating with Finance and Accounting leadership on inputs and variance explanations
  • Prepare and distribute daily cash reports to finance and accounting leadership
  • Assist with monthly revenue variance analysis, payments bookings forecast, monthly financial presentations and other ad hoc revenue requests
  • Assist in maintaining and refining our Workday Adaptive financial planning and analysis tool
  • Assist and collaborate on enterprise-wide corporate financial modeling and analysis
  • Work with Finance and Accounting to drive business initiatives and team priorities
  • Recommend process improvement and enhancements to drive continuous improvement