Clientele and financial services agent providing support to affluent clients. Collaborating with advisors and maintaining relationships to address their financial needs.
About the role
- 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
- A diverse work atmosphere
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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