Description:
Support departments as junior finance partner:
- Assist in preparation of dashboarding and reporting as well as commentary and analysis on departmental results
- Analyze past results, perform variance analysis, identify trends, make recommendations for improvements and assist in decision making process
- Perform analysis/investigation on various revenue/expense accounts and transactions
Support monthly and quarterly financial forecasting and reporting process:
- Review month-end P&L results with accounting team for accuracy, gather information from business to update forecast in Adaptive Planning, manage and improve excel-based financial models, gather data for headcount forecast.
- Assist in preparation of key quarterly metrics for company leadership, board of directors, and external reporting (i.e. bookings, customer accounts, utilization, retention). Pull, review, and summarize data from system (Workday Finance, Adaptive, Salesforce, BI tools)
Support annual budgeting and strategic planning:
- Gather information (i.e. revenue, expenses, and headcount information) from business to develop annual financial and headcount plan, as well as projections for critical metrics (i.e. point in time over time revenue, backlog, profitability, sales pipeline coverage).
- Analyze financial data and create financial models for decision support
- Report on financial performance and prepare for regular leadership reviews
- Evaluate financial performance by comparing and analyzing actual results with plans and forecasts