Senior Financial Analyst

Lytx, Inc.   •  

San Diego, CA

5 - 7 years

Posted 187 days ago

The Senior Financial Analyst will be a key member of the FP&A team at this rapidly growing company, responsible for building detailed operational budgets and forecasts, and provide ongoing operating and financial analysis to leadership. The successful candidate will be joining a fun, fast paced, high-growth company and will be involved in the ongoing building and improvement of the finance organization.


Key Duties & Responsibilities:


Ownership over assigned area(s) of the P&L, providing accurate monthly reporting, quarterly forecasts, and driving development of the annual operating plan
Work with accounting, the FP&A team, and operational business partners to build and develop robust financial forecasts, KPI’s, dashboards, and enhanced reporting


Develop complex financial models in Excel and drive sustainable process improvement around the reporting of financial data
Identify, report on, and monitor revenue / costs and identify business risks and opportunities associated with the plan
Advise members of management on financial planning budgeting and monthly results


Effectively communicate and present financial matters to business partners and senior leadership
Possess excellent analytical skills, problem solving, strong attention to detail and exceptional written, oral, interpersonal, and presentation skills
Other duties as assigned


Education, Experience & Qualifications:



5+ years of progressive financial planning and analysis experience and experience in a SaaS business required
Bachelor’s degree required in Accounting, Economics, Finance, or related field; MBA, CFA, or CPA preferred



Experience with ERP and Financial Planning systems is required, experience with NetSuite, Salesforce, and Adaptive Insights is preferred
Financial modeling skills, expert Excel skills, and demonstrated proficiency in analysis and presentation of business results to drive decision making
Self-motivated capable of developing analysis from ambiguous information with minimal supervision



Strong organizational, problem-solving and analytical skills proven ability to multi-task, manage workflow and meet deadlines
Versatility, flexibility, and a willingness to work within a dynamic environment
Ability to work independently and as a member of project teams