Business Financial Analyst analyzing financial performance at Alogent, a leader in financial technology. Collaborating with cross-functional teams to provide insights and drive profitability.
Responsibilities
Pull reports from CRM, ERP, and Professional Services Automation software systems to present actual performance against forecast, budget, and prior year among other metrics
Partner with Corp. Accounting to bridge month-end close to monthly forecast process
Support annual budget process
Provide key reporting to the heads of Marketing, Partner Sales, Operations, and Technology
Maintain revenue by customer metrics
Partner with Sales Operations to ensure financial details on contracts are easily consumed by sales, operations, finance, and accounting
Support the Director of Project Management on reporting, special projects, and ad-hoc analyses as needed
Requirements
2+ years of experience working as a financial analyst or business analyst
Experience working in a SaaS company is a plus
Experience working with Salesforce (Sales Cloud application) is preferred but not required
Experience working with ERPs like Oracle, Intacct, NetSuite, SAP preferred
Proficient in Microsoft Excel: “VLOOKUP’s”, “Index” function, “If” statements, conditional formatting, and maintaining data integrity across spreadsheets is non-negotiable
Strong Microsoft Suite skills: Word, PowerPoint, Teams preferred
Aptitude to review and understand and analyze data
Ability to work independently in a fast-paced environment
Detail-oriented and highly organized with the ability to multi-task, manage priorities, and follow through
Ability and willingness to work cooperatively with others and take initiative when needed
Excellent verbal and written communication skills
Benefits
Competitive benefits including medical, dental, vision, life, disability, Employee Assistance Program, Flexible Spending Account, Group Accident, Critical Illness, Pet Insurance, Identity Protection Program and long-term care
Excellent 401(k) plan with company match
Paid time off (PTO) and Holidays
Paid voluntary time off (VTO) day
Wellness programs
Monthly educational sessions for employees
A knowledgeable, high-achieving, experienced, and fun team
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