2-4 years of experience in financial planning & analysis, public accounting, or related finance function
CPA preferred
Big 4 public accounting experience strongly preferred
Strong financial modeling and analytical skills
Advanced Excel fluency; experience with NetSuite and NetSuite Planning & Budgeting is a plus
Bachelor's degree in Finance, Accounting, or Economics
Collaborative mindset with strong communication skills for executive interaction
Responsibilities
Support the annual operating plan process by compiling and consolidating a bottoms-up budget
Maintain and update the rolling revenue and EBITDA forecast
Analyze monthly results against budget and forecast, identifying variance drivers
Support acquisition modeling and integration into financial reporting
Build and maintain monthly performance packages for leadership
Help develop models and reporting templates that scale with growth
Respond to analytical requests with speed and precision
Benefits
Medical, Dental, and Vision Insurance
Flexible Spending Accounts
401(K) Plan with Competitive Match
Continuing Education and Tuition Assistance
Employer-Sponsored Disability Benefits
Life Insurance
Employee Assistance Program (EAP)
Paid Time Off (PTO), Paid Holidays, & Bonus Floating Holiday
Profit Sharing or Individual Bonus Programs
Referral Program
Per Diem & Paid Travel
Employee Discount Hub
Full Job Description
THE OPPORTUNITY
The Senior Financial Analyst will be a core builder of the numbers that drive decisions at ATG - supporting the budget, the rolling forecast, the M&A integration model, and the monthly reporting package to leadership. You will partner closely with the Director of FP&A to bring rigor to the planning process - zero-based budgeting, rolling forecasts, variance-to-plan analysis - and build the technical depth and business judgment that set up a fast path to the next level of FP&A leadership.
WHAT YOU WILL OWN
The Budget Build. Support the enterprise-wide annual operating plan process, working with business unit finance leads to compile, test, and consolidate a bottoms-up plan that holds up under scrutiny.
The Forecast. Maintain and update the rolling revenue and EBITDA forecast, translating monthly actuals and operating data into a forward view the Director of FP&A and CFO can rely on.
Variance Analysis. Analyze monthly results against budget and forecast, identifying and explaining drivers of variance and flagging risks and opportunities before they become surprises.
M&A Support. Support acquisition modeling and the integration of newly closed deals into ATG's financial reporting and forecast, tracking actual performance against the deal thesis.
Business Unit Reporting. Build and maintain the monthly performance packages and flash reporting distributed to business unit and executive leadership.
Systems & Process. Help build and maintain the models, reporting templates, and management operating rhythm - including NetSuite Planning & Budgeting - that scale with the platform through its next phase of growth.
Ad Hoc Analysis. Respond to analytical requests from the Director of FP&A and CFO with speed and precision, from board deck support to one-off deep dives.
WHAT SUCCESS LOOKS LIKE IN YEAR ONE
A forecast and budget process you can run with minimal oversight, trusted for its accuracy and timeliness.
Variance analysis sharp and timely enough that it shapes the monthly conversation with business unit leaders.
A track record of clean, reliable support on at least one acquisition integration from close through reporting.
A reputation as the analyst the CFO can hand a hard problem to and trust the output.
WHAT WE ARE LOOKING FOR
2-4 years of progressive experience in financial planning & analysis, public accounting, or a related finance function.
CPA preferred.
Big 4 public accounting experience strongly preferred.
Strong financial modeling and analytical skills, with the attention to detail to get the numbers right the first time.
Advanced Excel fluency; NetSuite and NetSuite Planning & Budgeting experience is a plus.
Bachelor's degree in Finance, Accounting, or Economics.
A collaborative, high-ownership mindset and the communication skills to work directly with business unit and executive leadership.
WHY ATG
This role sits inside a growth story - organic and acquired - backed by one of the world's most disciplined sponsors. You will work directly with the FP&A team, gain exposure to the CFO and business unit leadership, and build the technical and business skills that set up a fast path to the next level of FP&A leadership.
Employee Benefits:
Medical, Dental, and Vision Insurance
Flexible Spending Accounts
401(K) Plan with Competitive Match
Continuing Education and Tuition Assistance
Employer-Sponsored Disability Benefits
Life Insurance
Employee Assistance Program (EAP)
Paid Time Off (PTO), Paid Holidays, & Bonus Floating Holiday (if hired before July 1st)
Profit Sharing or Individual Bonus Programs
Referral Program
Per Diem & Paid Travel
Employee Discount Hub
In compliance with applicable Pay Transparency laws, Alliance Technical Group provides a range of compensation for job postings within locations that have these requirements. Pay is based upon candidate experience and qualifications, as well as market and business considerations.
