About the company
This position is listed on behalf of a partner company, who manages all applications and next steps.
Responsibilities
- Lead the preparation of consolidated financial reporting, management reports, and executive-level presentations for leadership and Board-facing audiences.
- Develop clear financial narratives by translating complex data into actionable insights and recommendations.
- Partner with accounting and external reporting teams to ensure accuracy and consistency across financial materials and reporting cycles.
- Own revenue forecasting processes, including monthly pacing, quarterly forecasts, variance analysis, and identification of business risks and opportunities.
- Build and refine financial models that support strategic planning and operational decision-making.
- Support quarterly close activities by ensuring alignment between planning systems, accounting records, and financial reporting.
- Administer and optimize financial planning systems, including model maintenance, reporting structures, dimensions, versions, and user access.
- Drive automation and process improvements to streamline recurring reporting, forecasting, and financial workflows.
- Collaborate with finance, accounting, systems, and business teams to maintain data integrity and improve reporting capabilities.
- Support cross-functional initiatives focused on process improvement, system integration, and operational efficiency.
Requirements
- 6+ years of experience in FP&A, corporate finance, strategic finance, or a related field.
- Experience supporting financial planning and reporting within a publicly traded company environment preferred.
- Demonstrated experience with consolidation reporting and executive or Board-level financial presentations.
- Strong background in revenue forecasting, financial modeling, and variance analysis.
- Advanced proficiency in Microsoft Excel, including complex models and large datasets.
- Strong PowerPoint skills with experience creating executive-ready presentations.
- Experience working with financial planning and ERP systems; familiarity with Workday Adaptive Planning and/or NetSuite is highly preferred.
- Ability to quickly learn and optimize financial systems, processes, and reporting structures.
- Strong business acumen with the ability to balance strategic thinking and hands-on execution.
- Excellent communication skills with the ability to simplify complex financial concepts for diverse audiences.
- Ability to manage multiple priorities in a fast-moving environment while maintaining accuracy and attention to detail.
- Experience with automation tools such as VBA, Python, SQL, Power BI, or AI-enabled workflows is a plus.
- Experience in SaaS, healthcare, telehealth, or technology-driven organizations is preferred.
Conditions
- Competitive base salary range of approximately $117,360 - $143,440, depending on experience, skills, qualifications, and location.
- Potential eligibility for annual bonus opportunities based on company and individual performance.
- Long-term incentive and additional variable compensation opportunities may be available depending on role structure.
- Flexible personal time off policy.
- 401(k) matching program.
- Competitive medical, dental, and vision insurance plans.
- Paid parental leave.
- Employee stock purchase program.
- Access to virtual healthcare services and wellness programs.
- Free access to mental wellness resources and digital health solutions.
- Tuition assistance program.
- Pet insurance options.
- Flexible, virtual-first work environment with opportunities for professional growth and development.
- Collaborative culture focused on innovation, inclusion, accountability, and meaningful impact.