Financial Business Analyst Jobs

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Job details

PE Backed Incentives Company // Manager growth path // Hybrid-Remote Capabilities

This Jobot Job is hosted by Connor Venanzi

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Salary $60,000 - $85,000 per year

A Bit About Us

PE Backed Incentives company - in rapid growth mode

Why join us?

Strong benefits

Hybrid-Remote capabilities

Manager growth path and room to build out a team

Support CFO directly and PE board

Job Details

The primary duties of the FBA include the following in four key areas

• Serve as a resource to train users on key functions of the Company’s operating systems.
• Business Process and System Automation- evaluate business processes, anticipating future scale requirements, uncovering areas for improvement, and develop and implement solutions.
• Participate in all sales and margin forecasting and annual planning processes.
• Monitor the monthly business performance and provide analysis where necessary for the management team to either gain new insight or identify corrective action necessary in the business to create value.
• Develop process improvements or re-engineering as identified or necessary to deliver value or efficiency to the company
• Other projects as assigned
• Business Performance Support- evaluate and develop tools used by the business to provide forecasting and analysis in an effort to build a new process that is scalable for the company’s future growth and acquisition needs
• Other special projects as assigned to support the leadership team and the Private Equity sponsor
• Become a robust user of the companies systems and financial tools in order to develop and opinion on process and procedures of how the company continues to operate.
• Determine what tools can be used for forecasting that will leverage our existing systems on both the sales, operations and financial in order to provide a seamless solution used by all service lines.
• Work with the CFO to streamline Private Equity sponsor monthly KPI reporting
• Initially for first 4-5 months upon hire, support the CFO and Private Equity sponsor in building reports and models for greater visualization to support business decisions based on data
• Gather process or reporting requirements from business users and facilitate the implementation of system processes to improve or support the business process or facilitate the creation and automation of reporting solutions.
• Analyze complex business problems and assess how automated systems can be implemented to solve them.
• Take the lead on developing a robust Customer database
• Take the lead on Trend Analysis to identify focus areas
• Work with the accounting team to get data to determine resourcing and geographical needs

Education, Skills, And Experience Requirements

• Intermediate + level Microsoft Office Skills -Word, Excel, PowerPoint, Access, Outlook, OneNote
• NetSuite ERP, SalesForce CRM, and DOMO knowledge a plus
• Self-starter with excellent problem-solving capabilities
• High degree of analytical ability
• A Bachelor’s degree in Finance
• Excellent verbal and written communication skills
• Private Equity experience a plus
• 2-4 years of relevant experience

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