Strategic Financial Officer, Corporate

At Riverside, we understand that financial leadership is pivotal to our success. As a Strategic Financial Officer, your mission is to be the driving force behind the financial well-being and strategic growth of our business while providing leadership, direction, and strategic recommendations. We are committed to delivering financial excellence, fostering innovation, and creating sustainable value. 

In this role you will get to: 

• Successfully lead and execute key financial projects  
• Facilitate annual exit prep for the team including dry-runs, diligence activities, modeling, business overview and presentation materials  
• Enhance financial metrics and reporting systems 
• Work with the vertical leadership teams and departmental leaders to design and build a budget and 5-yr planning process that align with Riverside’s goals 
• Ensure that all systems (NetSuite, CUBE, Snowflake, and Tableau) contain accurate consistent financial data  
• Oversee the timely delivery of all external reporting  
• Facilitate quarterly review meetings to adjust and refine financial forecasts, maintaining flexibility to adapt to changing business conditions 
• Partner with Corporate leaders to generate expense forecasts/ budgets/ reporting items 
• Train department heads and managers in understanding and using financial reports   

Disclaimer 
The above statements describe the general nature and level of the work performed by people assigned to this work. This list does not cover all possible duties, tasks, or responsibilities. Riverside Insights may amend or change responsibilities to meet the needs of the business and organization as necessary.  

Requirements

• Finance degree (4-yr) required, MBA or CFA preferred  
• 2 – 5 years of experience  
• Investment Banking experience with SaaS companies 
• Knowledge of NetSuite, Snowflake, Tableau  
• Strong understanding of financial principles, including budgeting, forecasting, financial analysis, and cost control  
• M&A experience 
• Experience and senior level mastery of data analysis and efficient acquisition of data across multiple platforms in a clear and concise way 
• Proficiency in data analysis tools and techniques (customer wireframes, etc) to derive meaningful insights from financial data 
• Ability to translate and communicate financial data into actionable business strategies 
• Experience leading-cross functional efforts and projects with high quality and on-time delivery 
• Resourceful in problem solving and comfortable navigating ambiguity 
• High-level of intellectual curiosity regarding the business and senior level business acumen to apply and articulate the business story behind the financials 
• Ability to work and lead cross-functionally to build consensus on the outlook for the vertical (forecasting) leveraging data insights and analysis 
• Has a keen attention to detail and a commitment to rigorous iterative processing that drives a high level of financial and data accuracy 
• Effectively communicates with all levels of leadership and individual contributors to clearly and concisely describe inputs needed and drive tight timelines 
• Ability to work through- and bring structure to ambiguity, leveraging a consistent approach and methodology across all the business areas 

Physical Requirements for this position  

• Remote 
• Atlanta or Chicago area preferred  
• Must be in the ET or CT time zones 
• Up to 10% travel for off-site team meetings  
• May require stationary positions (sitting or standing) for extended periods.  

Benefits

• Medical, Dental, and Vision plans  
• Company paid basic life and AD&D insurance  
• Company paid short-term and long-term disability  
• Supplemental life insurance options  
• Company paid Employee Assistance Program (EAP)  
• Retirement plan with discretionary company matching  
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options  
• Premium subscription to Calm for employee and dependents 
• Company paid time off (PTO)  
• 13 named holidays, 2 floating holidays, and 4 early-release half days 
• Flexible work arrangements  
• Work-from-home expense reimbursement  
• Tuition Reimbursement Program  
• Company orientation and 30/60/90 Day Onboarding 

Who is Riverside Insights? Riverside Insights is a growth-focused business on a mission to elevate one billion lives globally by 2030 through research-based assessments and technology for educational professionals, students, clinical and behavioral health clien