Senior Financial Analyst
Why you'll love this role:
- See the Big Picture: Gain visibility into both consolidated corporate performance and granular business unit operations.
- Drive Strategy: Work closely with executive leadership on high-value strategic initiatives.
- Innovate: Be part of a collaborative, data-driven culture that values process improvement and systems optimization.
- Grow: Enjoy competitive compensation, comprehensive benefits, flexible work options, and strong career development support.
How you'll help shape FP&A at Achievers:
Corporate Reporting & Consolidation
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Month-End & Consolidations: Own the monthly corporate reporting package, ensuring accurate and timely consolidation of financials and key non-financial KPIs.
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Executive & Board Reporting: Prepare insight-driven commentary and presentation decks for senior leadership and the Board of Directors.
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Technical Alignment: Partner with the accounting team to analyze the FP&A implications of technical accounting standards, specifically revenue recognition (ASC606).
Commercial Finance & Strategic Planning
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Business Partnership: Serve as a trusted finance business partner to cross-functional teams (e.g., Sales, Operations, Product), translating financial data into actionable business insights.
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Planning & Forecasting: Lead components of the annual operating plan, quarterly rolling forecasts, and 5-year strategic planning processes.
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Modeling & Ad-Hoc Analysis: Build robust financial models to evaluate new business scenarios, investment opportunities, ARR trends, and customer behavior (e.g., redemptions).
Systems & Process Improvement
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Systems Management: Act as a power user and administrator for our FP&A software (e.g., Vena), continuously optimizing models and templates for efficiency.
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Data Architecture: Reconcile, blend, and analyze large datasets from multiple systems to support strategic business needs.
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Automation: Champion the use of BI tools (e.g., Tableau, Power BI) and SQL to automate routine reporting and enhance self-service analytics for business partners.
Special Projects & Ad Hoc
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Develop models around new initiatives, revenue recognition (ASC606), and customer behavior (e.g., redemptions).
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Reconcile and analyze large data sets from multiple systems to support strategic business needs.
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Fulfill financial reports, templates, and analysis requests from corporate and senior management.
Experience we feel will set you up for success:
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Experience: 4–7 years in financial planning & analysis or similar roles, ideally in a fast-paced or tech-driven environment.
Technical Skills:
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Advanced Excel & financial modeling expertise
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Hands-on experience managing and optimizing FP&A tools (e.g., Vena)
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Familiarity with BI tools (e.g., Tableau, Power BI) and SQL is a strong plus
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Foundational understanding of US GAAP
Business & Communication:
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Proven ability to present complex financial data to non-financial stakeholders.
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Strong business acumen with a focus on actionable insights and strategic recommendations.
Soft Skills:
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Collaborative mindset with the ability to work across teams and influence without authority.
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Detail-oriented, organized, and adaptable in a dynamic environment.
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A proactive problem-solver with a high level of curiosity and initiative.
Certifications: CPA, CFA, CMA, or equivalent credentials are a plus.