Senior Financial Analyst

We are looking to add a senior member to our talented and dedicated Financial Planning & Analysis (FP&A) team. The Senior Financial Analyst will play a key role in our Finance function, working to enhance our planning and reporting processes, supporting decision making across the organization and contributing to a collaborative team culture focused on driving continuous improvement in both the business and the finance organization. 

ABOUT YOU

• You have 7 plus years of prior experience in a strategic finance or FP&A role 
• You have owned budgeting and forecasting processes, built financial analysis, and have a deep understanding of financial reporting
• You have a strong understanding of SaaS metrics and use data to drive decision making 
• A self-starter with a positive attitude and ability to work in a rapidly changing environment, with strong time management skills
• You possess excellent communication, organizational and interpersonal skills, and a strong track record of building collaborative business relationships, including in direct support of senior leadership
• Demonstrated ability to be proactive, analytical, and use critical and strategic thinking to solve complex problems.
• Demonstrated experience thinking strategically about complex business problems, developing frameworks and providing recommendations.
• You have a curious mind and are not afraid to ask questions in order to help solve problems.

WHAT YOU WILL OWN:

• Be a key member of our fast-growing and high-performing team, partnering with leaders across the organization to help the business make informed decisions that drive growth, optimize resources, and mitigate risk.
• Prepare timely and accurate financial reporting and develop detailed analysis with valuable insights for our Executive team and Board 
• Partner with the business to plan for the future by regularly reforecasting product revenue and expenses; working hand in hand with Marketing, Product and Sales to understand opportunities to drive top line success
• Modeling scenarios with risk tolerance and stress testing 
• Support month-end close/reporting activities and variance analysis, becoming an expert on the actions of the organization and how they impact financial results
• Evaluate new opportunities from a finance perspective and provide recommendations to leadership based on ROI, payback, and strategic value
• Provide financial foresight and heightened transparency

WHAT YOU WILL ASSIST WITH: 

• Create, and analyze company KPIs, actual performance to budget, forecasts or benchmarks and provide valuable insights to variances, trends or areas for improvement.  
• Present information in a clear, concise and meaningful way to tell a compelling story to financial and non-financial stakeholders 
• Complete ad-hoc reporting and analytical support for finance and business teams.
• Develop, monitor, and drive deeper understanding of our KPIs across the organization and identify opportunities to improve existing reporting processes and key metrics tracking
• Participate in strategic conversations of the long-term strategy of the company, including long range plan initiatives 
• Create scenario plans to help stakeholders prepare for and respond to potential future events.  

 

WITHIN 1 MONTH, YOU’LL:

• Complete your new hire orientation where you’ll learn about the Posit, R and Python community with millions of users of our Open Source Software.
• Learn about our software and the skills necessary to set you up for success.
• Begin 1:1s with your manager, regularly meet with the Posit sales team, and meet with Posit Executives.
• Understand the financials of the company through a review of existing reporting and presentations.
• Introduce yourself to your business partners and begin to build cross functional partnerships.
• Become proficient with the reporting and forecasting software including when and how to make updates along with validations.

WITHIN 3 MONTHS, YOU’LL:

• Prepare and present financial reporting, understanding variances to expectations
• Gain deep understanding of the GTM functions of the business, providing analytical support for business decisions
• Meet regularly with your peers, manager and business partners to support decisions being made across the business
• Participate in our monthly forecast process and long term strategic conversations

 

WITHIN 6 MONTHS, YOU’LL:

• Suggest and implement process and system improvements to make reporting and modeling more efficient and robust
• Own the mon