Financial Analyst II

What You'll Do

• Develop, maintain, and enhance current reporting financial metrics for both internal and board of directors reporting for the entire company’s 3 financial statements.
• Create, maintain, and automate team-wide financial reporting of P&L views during Forecast, Flux, Outlook, and create automated business-partner level reporting for budgeting.
• Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level.
• Partner closely with business leaders in the company to drive operational excellence, finance insights, forecasting accuracy & organizational accountability.
• Develop dashboard automation of financial processes with business partners.
• Participate in the preparation of monthly forecasts, annual budgets, cost trackers, and long-range plans.
• Refine existing forecasting processes and models to drive accurate forecasting. 
• Develop analytics and ad hoc reporting that provides important insights to the efficiency of spend
• Help drive scalable systems that integrate with other financial systems, using data to deliver a level of details that helps the business
• Utilize data for annual budgeting, monthly forecasting, and quarter end close
• Provide reports for business partners to enable them to manage their budgets and headcount effectively and in accordance with annual plan
• Support the management team and department heads with ad hoc analysis, reporting, and special projects as needed.
• Any other tasks that may be assigned to help the company meet its goals

What You'll Bring

• Bachelor’s degree in Accounting, Finance, or a related field
• 3+ years of Finance and Accounting experience, including managing operating expenses
• Strong accuracy and attention to detail in fast-paced, multitasking environments
• Proven ability to meet tight deadlines with excellent organizational skills
• Strong cross-functional collaboration across all levels of management
• Advanced Excel and PowerPoint skills; confident presenting to leadership
• Exposure to AI tools and automation solutions to streamline financial reporting and analysis
• Supported AI-driven initiatives by helping structure data, test tools, and interpret results
• Used tools like ChatGPT or Excel AI to enhance productivity and speed up routine tasks
• 3+ years of experience with ERP & Financial Planning systems (e.g., NetSuite, Anaplan, Adaptive, Pigment)
• Experience using an ERP planning tool to streamline budgeting, forecasting, and reporting, enhancing data accuracy
• Excellent interpersonal skills for consolidating and coordinating inputs across functions
• Naturally curious, with a collaborative approach to problem-solving

Nice to haves:

• Experience within the SaaS/Software industry preferred