Senior Financial Planning - Tampa, United States - Knewin

Description

Financial Planning & Analysis (FP&A) Analyst

As a member of ReliaQuest's financial planning & analysis (FP&A) team, you will build and contribute to a critical function at RQ, helping to guide the company on its continued high-growth trajectory.

In this hands-on, highly visible role, you will support a key analytical function of the company and provide insights to support optimal business decision making at all levels of leadership.

You will look at the company's key performance indicators (KPIs), operations and finances with a critical eye and introduce actions for improvement, serving as a true partner to the business.

The FP&A function will provide financial visibility and support to senior management, including supporting analysis and reporting for board presentations, quarterly financial presentations, industry / peer group comparisons, new business initiatives, financing activities, analysis of acquisitions and other ad hoc projects.

At ReliaQuest, you have a unique opportunity to join a fast-growing, entrepreneurial, SaaS cybersecurity company backed by some of the most successful private equity investment firms in the world.

This is a fully in-office role in our headquarters in Tampa, FL—our largest office—allowing you to collaborate and build relationships with all key stakeholders.

RESPONSIBILITIES
Partner with the VP of Finance to review and develop strategies for the overall growth of the company and evaluate and advise on short- and long-range integrated financial and operational planning
Partner across other areas of the business, with the ability and willingness to be hands-on and dive deep into the details
Tactically analyze and strategically assess the company's financial and operational needs
Provide financial analysis and guidance on activities, plans, targets and business drivers to department leaders and company management
Support strategic business decision making through financial modeling and analysis including ad hoc modeling and analysis
Drive predictability in planning, forecasting, and reporting; constantly improve accuracy by understanding the underlying business drivers, challenging assumptions and solving problems
Enhance and maintain operational and financial KPIs
Maintain and continuously enhance the company's detailed short- and long-term financial forecasts, requiring you to systematically and on a regular basis:
Analyze actual financial results and key performance indicators in detail and compare them against the forecast and prior period results, identifying the underlying reasons for variances

Lead discussions with business and functional leaders to:
Succinctly communicate your analysis
Understand the business context for financial results and the evolving needs of the business
Translate financial insights into actionable operational recommendations
Gather up-to-date inputs for the forecast from multiple sources
Diligently address any questions and requests for follow-up analysis
Hold yourself accountable for the accuracy, precision and integrity of the financial forecast and all other analyses and establish a high level of credibility

Build and strengthen long-term working relationships with:
Business and functional leaders, who are your "customers" and are critical stakeholders
Your colleagues within the finance team
The accounting team
Be an advocate for continuous team improvement, particularly in our use of technology
Travel up to 10% of the time

QUALIFICATIONS
Bachelor's degree in finance, accounting or economics
A minimum of 2-4 years of relevant work experience in roles with a focus on financial analysis
Advanced proficiency with Microsoft Excel and financial modeling, including scenario analysis and the ability to manipulate, analyze and interpret data
Strong grasp of financial accounting and the relationships between financial statements
Intellectual curiosity and the ability to think creatively
Understanding of the linkages between business operations, key performance indicators and reported financial results
Understanding of GAAP vs. non-GAAP reporting
Ability and eagerness to deliver results in a lean, rapidly changing, hyper-growth environment that requires you to:
Work autonomously
Adapt rapidly
Navigate complexity, ambiguity and incomplete information
Collaborate across stakeholders
Balance multiple projects
Prioritize intelligently
Deliver highly precise work within short deadlines
A hands-on, roll-up-your-sleeves mindset
High level of organization, attention to detail and ownership of your work
Effective written and spoken communication skills and the ability to communicate complex information clearly and concisely
High energy, drive, resourcefulness and self-motivation
PREFERRED
QUALIFICATIONS (NOT REQUIRED)
Experience in the enterprise software / SaaS industry and familiarity with its key performance indicators
Experience with Workday Financial Management (ERP system) and Workday Adaptive Planning
Experience in the public company operating environment and familiarity with its reporting requirements, the guidance setting process and coverage by Wall Street research analysts
Advanced relevant credentials such as MBA, CPA or CFA

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