Senior Financial Analyst - CPA

Job Description

We are seeking a highly skilled Financial Analyst with expertise in metrics reporting and Excel to join our team. The ideal candidate will support the finance team by ensuring accurate weekly and monthly financial reporting and managing the calculation and tracking of commissions. This role requires someone who is detail-oriented, can handle large datasets, and has strong analytical and problem-solving abilities.

Key Responsibilities

Financial Reporting

• Prepare and maintain weekly and monthly financial reports, ensuring data integrity and accuracy.
• Emphasize Financial Statement Consolidation for multiple entities and Sales Pipeline Analysis.
• Support the creation of financial dashboards and performance metrics for management review.
• Assist in variance analysis reports, identifying key trends and financial performance drivers.
• Develop automated reporting solutions to enhance efficiency and streamline processes.

Commissions Calculation & Reporting

• Accurately calculate and track commissions for sales teams, ensuring timely and error-free processing.
• Collaborate with finance and sales leadership to align commission structures with compensation plans.
• Maintain and update commission models based on changes to sales goals, territories, or performance metrics.
• Reconcile commission data, resolve discrepancies, and provide insights into commission-related issues.

Data Analysis & Forecasting

• Perform ad-hoc financial analysis to support decision-making processes.
• Assist with the forecasting of revenue, cost, and expenses based on historical trends and business projections.
• Analyze large datasets to provide actionable insights and recommend improvements.

Process Improvement

• Identify opportunities to streamline financial reporting and improve efficiency.
• Implement best practices for financial data management, reporting accuracy, and automation.

Collaboration & Support

• Work closely with Sales, HR, and Accounting teams to gather and verify data needed for reporting and commission calculations.
• Support the Director of FP&A and Sales/Revenue Operations Manager, contributing to business initiatives and projects.

Requirements

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial analysis, reporting, or a related role.

Technical Skills

• Proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, complex formulas).
• Experience with financial modeling, data analysis, and automation tools (Recurring Revenue and Professional Services experience preferred).
• Familiarity with financial reporting tools, CRM, and ERP systems (e.g., QuickBooks, Salesforce, NetSuite) is a plus.

Analytical & Communication Skills

• Strong ability to analyze financial data, identify trends, and provide actionable insights.
• Excellent written and verbal communication skills, with the ability to present complex data clearly.
• High attention to detail and accuracy in all aspects of work.

Desired Attributes

• Strong problem-solving and critical-thinking skills.
• Ability to work independently and meet deadlines.
• A collaborative team player with strong interpersonal skills.
• Adaptability in a fast-paced, dynamic work environment.

Benefits

• Opportunities for growth and advancement
• Competitive compensation package, including Philcare HMO
• Full-time, Pacific Standard Time business hours, Remote