3+ years of experience in accounting or finance, with 2 years in Finance/FP&A, preferably in SaaS or technology sectors
Proficiency in Adaptive and Microsoft Excel, with strong financial modeling skills
Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related field
Experience with Oracle/FP&A tools is a plus
Strong attention to detail and organizational skills
Responsibilities
Create and manage key financial reports to support business decisions
Analyze historical, current, and projected financial data and operational performance
Prepare monthly, quarterly, and yearly reporting packages for senior management
Provide data analytics, including cleaning, visualization, and reporting using tools like Power BI and Tableau
Analyze KPIs to explain variances between forecasts and actual results
Participate in new system implementations, ensuring data accuracy and workflow quality
Distribute monthly flash revenue and EBITDA results to indicate performance against forecasts
Benefits
Opportunity to work in a dynamic SaaS/technology environment
Engagement in strategic planning and decision-making processes
Collaboration with senior management and executive leadership
Exposure to advanced financial analytics tools and methodologies
Potential for professional growth in a fast-paced startup atmosphere
Full Job Description
The Financial Analyst supports the Finance Manager in building forecasts, managing budgets, and analyzing financial performance, providing the insights that drive strategic planning and business decisions.
Key Responsibilities:
Responsible for management and creation of key financial reports to meet various business needs and help drive business decisions (current and future)
Analyzes past, current, and future financial data and operational performance
Prepares monthly/quarterly/yearly reporting packages to senior managers and executive leadership teams
Provides data analytics including data cleaning and preparation, data visualization, and reporting using Analytics tools such as Power BI, Tableau...
Analyzes financial performance indicators (KPIs) to explain variance from forecast and plan to actual or within versions of forecasts
Participating in new system implementation, partnering with developers and performing quality controls to ensure the accuracy of past data and new workflows
Distributes monthly flash revenue and EBITDA results to give an early indicator of results compared to latest forecast
Assists Unit managers with monitoring and controlling labor (including headcount) and non-labor cost movements
Partners with accounting functions to gather explanation for financial variances
Responds to ad-hoc inquiries regarding financial results and analysis requests
This position will perform other duties as assigned based on the needs of the department.
Salary range: $90,000 - $100,000
Core Competencies:
Strong attention to detail and organization skills
Strong communication skills, both orally and written, especially communication of financial results and information
Ability to analyze and translate outcomes of financial models and data into insights to drive the business
Excellent understanding of/or skills with financial planning & reporting systems
Required Education & Experience:
3+ years of relevant experience in accounting or finance, including at least 2 years concentrated in Finance/ FP&A. Preferred SaaS/ Technology Industryand/or PE/ Startup Environment
Proficiency in Adaptive and Microsoft Excel with strong financial modeling skills
Bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related field
Preferred Education & Experience:
Oracle/ FP&A tools experience is preferable. Data mining and database leadership skills would be useful.
Position requires ability to work Central Time Zone hours.
About LERETA
LERETA is a leading national real estate tax and flood service provider. Since 1986, LERETA has provided customers with the property tax data they need to grow their businesses. LERETA is committed to giving customers extraordinary service and cost-effective property tax and flood solutions. LERETA's services are designed to increase efficiency, reduce penalties and liabilities, and improve processes for mortgage originators and servicers. LERETA's dedicated teams of real estate tax and flood professionals provide unparalleled service and expertise to customers nationwide.
