Provide executive leadership to Finance Technology for Navy Federal Credit Union. Develop strategic plans and oversee Finance Technology product lifecycle operations.
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
Finance Manager providing financial planning and analysis to LATAM Go - To - Market Organization at Salesforce. Managing forecasting processes and cross - functional relationships for optimal business performance.
Finance Business Partner responsible for financial planning and performance analysis for Brambles’ Data & Analytics function. Collaborating closely with senior leaders to provide strategic financial insights and support digital transformation efforts.
Senior Finance Manager providing strategic financial insights for PDS LATAM business. Leading financial planning and analysis while driving revenue growth and margin expansion.
Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
Financial Services Administrator handling pension transfers and customer queries at interactive investor, a leading investment platform in the UK.
Senior Financial Accountant at KIKO Milano responsible for accounting processes and team management in a dynamic retail environment. Join an innovative cosmetics brand during its expansion phase.
Sales leader specializing in closing client opportunities for Mastercard's Test & Learn platform. Involves developing strategies, securing deals, and collaborating with teams.
Director of Specialist Sales for the Test & Learn platform in financial institutions at Mastercard. Collaborate with clients to enhance sales through actionable insights from predictive analytics.
Director in financial services consulting delivering engagements and building high - performing teams. Leverage experience in financial services to solve client problems at the intersection of commercial and public sectors.