5 years experience in data analysis, financial planning and analysis or related roles.
Data analytics - data gathering (SQL), data mining, reconciliation, financial consolidation, and reporting (excel).
Financial and operational metrics reported to internal management, to the Board and to Lenders to support the company's decision-making processes.
Collaborate closely with the FP&A Director, Chief Accounting Officer, the CFO, other data analysts and Business Unit Leaders as well as cross-functional teams to drive performance, identify opportunities for improvement, and contribute to a robust financial planning, analysis and reporting process.
Key Responsibilities:
Accurate and timely retrieval and reconciliation of financial and KPI data from SQL databases in support of the Finance and Collections functions
Analyze and consolidate data using excel in support of weekly, monthly and quarterly financial and KPI reporting to internal and external constituencies
Develop and/or refine our consolidation, reconciliation and reporting of actual financial results and KPIs, as well as support monthly forecasting and annual budgeting
Assist weekly and monthly reporting and reviews of financial and KPI performance with business unit leaders ensuring alignment with organizational goals.
Support the assembly and delivery of monthly operating review reporting packages to our investors providing an understanding of what is behind the numbers.
Aid the assembly and delivery of quarterly Board and Lender reporting packages.
Assist the annual bottoms up and top-down budgeting for the entire company.
Support other strategic and ad hoc analysis in support of organic and inorganic growth.
Contribute to the drive for improvements in financial processes and systems to enhance efficiency and accuracy.
Partner with accounting and operational teams to ensure accurate financial reporting, organizational understanding of financial performance, and compliance with regulations.
Qualifications:
Bachelor's degree in Data Analytics, IT, Finance, Accounting, Economics, or a related field.
Minimum 5 years of experience in data analysis, financial planning and analysis or related roles.
Understanding of SQL and databases and being able to create/alter/update SQL code to get the specific information you're looking for
Excel skills in reporting, analysis and quickly sorting through large and messy data exports/csv files to capture relevant data.
Experience in financial modeling, and accounting systems (e.g. NetSuite, MS 365 or Sage)
Forecast and model out new initiatives/ideas based on as much relevant historical data and business understanding as is possible
Strong multi-tasker. Have the ability to handle multiple requests from various high-level managers and executives
Strong analytical and problem-solving skills.
Meticulous attention to detail and commitment to accuracy
Preferred Qualifications:
Experience working with PE backed companies
Solid PowerPoint and presentation skills
MBA or Master's degree in Finance or related field.
Experience in a fast-paced, high-growth industry.
Knowledge of data visualization tools (e.g., Tableau, Power BI).
Experience with financial planning systems (e.g., Hyperion, Adaptive Insights, Prophix).