- Compare financial results with budgets, historical performance, and forecasts.Prepare meaningful analytics to articulate financial drivers of revenue and expense line items.
- Build maintain stacked financial statement models (P&L, SCF, BS) to evaluate financial performance, strategic decisions, and investments.
- Build and maintain SaaS metric models including, but not limited to, CLTV, CAC, total ARR, new/expansion/churn ARR, cohort retention analysis, etc. by customer by product.
- Maintain and improve financial forecasts with new information as it is received and assist in communicating expectations of financial performance throughout financial periods.
- Identify, create, and maintain periodic reporting to disseminate financial and operational information to key decision makers.Reporting includes, but is not limited to, executive scorecard reporting, commercial reporting, implementation / training reporting, departmental expense reporting, etc.
- Analyze financial results and write supporting commentary to present financial performance to multiple different financial & non-financial audiences including board of directors, executive leadership team, people managers, etc.
- Continuously improve new & existing analytical models through a "product" mindset to reduce manual inputs and leverage formulas / VBA / generative AI to ensure accurate, efficient, scalable, & flexible reporting.
- Partner with other functions in the organization to instill financial acumen into key decisions.
- Understand operational drivers in non-financial functions, including product, support, engineering, sales, implementation, to develop metrics and drive operational efficiency / optimal capital allocation.
- Identify process weaknesses that lead to inaccurate data, determine a solution, and lead others to buy-in and adopt recommendations.
- Drive data integrity through well-defined processes and periodic auditing to ensure all financial and operating reporting is built on a foundation of accurate data.
- Use data to design key metrics, solve problems, and influence decision-making.
- Assist in continuous improvement in reporting processes and outputs, leveraging tech to create real-time access to analytics.
- Assist in preparation of data to support technology implementation efforts to improve operational processes and create real-time access to analytics.
- Other ad hoc financial and operational reporting.
- Other duties as assigned.
- BA/BS degree in finance, accounting, or a related field required.
- 7-10 years of relevant experience, ideally in a publicly-held company.
- 3-5 years of relevant experience building stacked financial statement models (P&L, SCF, BS)
- 3-5 years of relevant experience reporting SaaS metrics (CLTV, CAC, ARR, etc.)
- Exceptionally strong proficiency in Microsoft Excel. Strong proficiency in PowerPoint.
- MBA or relevant Masters degree
- CPA or CFA
- Track record of successfully converting data into actionable insights.
- Ability to absorb the details without losing sight of the bigger picture.
- Strong process orientation and execution focus.
- Ability to manage multiple projects simultaneously.
- Uncompromising trust and integrity.
- Proficiency/comfort with financial solutions (ERP, G/L, Analytics Platforms) such as Sage300, Oracle FCC, and Adaptive Insights.
- Proficiency in writing VBA applications (primarily in Excel for automation of tasks).
- Strong analytical capabilities and process-driven thinking
- Strong time and project management skills
- Strong written and verbal communication skills
- Ability to work in a team environment
- Ability to quickly learn new technology solutions, including HubSpot, Freshdesk
- Exceptionally strong proficiency in Microsoft Excel. Strong proficiency in Word, PowerPoint.Previous experience with VBA in Excel a plus.
-
FP&A Analyst
2 days ago
Perennial Services Group Pittsburgh, United StatesTitle: FP&A Analyst · Company Overview: · Founded in 2022, Perennial Services Group partners with market-leading service providers across the United States in the premium residential and commercial landscaping and home services markets. Perennials model allows founders and bus ...
-
FP & A Analyst
3 weeks ago
DQE Communications Pittsburgh, United StatesJob Description · Job DescriptionDQE Communications, headquartered in Pittsburgh, Pennsylvania, is a fiber-optic Internet and data network access provider for businesses and carriers in Pennsylvania, West Virginia, Maryland and Ohio. Established in 1997 as a division of the Duque ...
-
Sr Financial Analyst FP&A
4 days ago
University of Pittsburgh Medical Center Pittsburgh, United StatesConduct and document complex financial analysis projects. Responsibilities:Compile, consolidate and review all business unit budgets for accuracy and reasonableness based on knowledge of key operational elements. Develop financial reports for forecas Financial Analyst, Financial, ...
-
Analyst, FP&A Capex IT
2 weeks ago
Estée Lauder Companies Pennsylvania, United States Full timeAnalyst, FP&A Capex IT · About Estee Lauder Companies · ELC (Estee Lauder Companies) is a global leader in prestige beauty that delights consumers with transformative products and experiences, inspiring them to express their individual beauty. They are the only company focused so ...
-
Merger & Acquisition Analyst/Associate
3 weeks ago
EDGECo Holdings, LP Pittsburgh, United StatesJob Summary: · The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo's senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on corporate development ...
-
Accounting Analyst
1 week ago
Creative Financial Staffing Pittsburgh, United StatesACCOUNTING ANALYST · ABOUT THE COMPANY: · Well-stablished, stable nonprofit in existence over 30 years · Consistently receives highest rankings from independent charity evaluators · Multiple offices nationwide · Collaborative team and management who want to help you succeed and g ...
-
Corporate Financial Planning
19 hours ago
United States Steel Pittsburgh, United StatesJob Description · U. S. Steel is committed to fostering an inclusive workplace culture and celebrate the diversity of our employees. · The Company: Founded in 1901, United States Steel Corporation is a leading steel producer. With an unwavering focus on safety, the company's cu ...
-
Finance - Financial Planning & Analysis I
5 days ago
Aditi Consulting Pittsburgh, United StatesSummary: · This role will report to the Director of Global Operations Finance - Services supporting domestic and international distribution and remanufacturing operations. In this role the candidate will support FP&A activities. · Responsibilities:Prepare and review financial es ...
-
LocumJobsOnline Pittsburgh, United States Full timeLocumJobsOnline is working with CompHealth to find a qualified Internal Medicine MD in Chambersburg, Pennsylvania, 17201 · About The Position · You will enjoy living in Chambersburg, Pennsylvania, with all the charm and security that comes from people knowing their neighbors and ...
-
Senior Analyst, Financial Planning
1 week ago
PANTHERx Rare Pharmacy Pittsburgh, United States7,000 Diseases - 500 Treatments - 1 Rare Pharmacy · PANTHERx is the nation's largest rare disease pharmacy, and we put the patient experience at the top of everything that we do. · If you are looking for a career in the healthcare field that embraces authentic dedication to pat ...
-
Financial Analyst III
1 week ago
Thermo Fisher Scientific Pittsburgh, United States Full timeJob Description · When you're part of the team at Thermo Fisher Scientific, you'll do meaningful work that makes a positive impact on a global scale. Join 125,000+ colleagues who bring our Mission to life every single day to enable our customers to make the world healthier, clea ...
-
Merger & Acquisition Analyst/Associate
3 weeks ago
EDGECo Holdings, LP Pittsburgh, United StatesJob Summary: · The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo's senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on corporate development ...
-
Merger & Acquisition Analyst/Associate
3 weeks ago
EDGECo Holdings, LP Pittsburgh, United StatesJob Summary: · The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCos senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on corporate development ...
-
Financial Analyst III
4 weeks ago
Thermo Fisher Scientific Pittsburgh, United StatesJob Description · When you're part of the team at Thermo Fisher Scientific, you'll do meaningful work that makes a positive impact on a global scale. Join 125,000+ colleagues who bring our Mission to life every single day to enable our customers to make the world healthier, clea ...
-
Senior Financial Analyst
2 weeks ago
The Ladders Homestead, United StatesPalace Entertainment is a leading leisure park operator in the United States and Australia overseeing more than 25 entertainment venues, hotels and educational venues across 11 different states. · Palace Entertainment owns and operates some of the country's largest and most pres ...
-
Financial Analyst
1 week ago
DICK'S Sporting Goods Coraopolis, United StatesAt DICK'S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive and diverse wo ...
-
Director - Financial Planning and Analysis
5 days ago
Ethical Search Professionals Sewickley, United StatesDirector - Financial Planning and Analysis · Apply · Location · Sewickley, PA · Hybrid · Type · Direct Hire · ID · PA · Director Financial Planning & Analysis $ 140,000 - $ 180,000. + Bonus · SUMMARY : As the FP&A Director you will be hands-on and responsible for supporting t ...
-
Director - Financial Planning and Analysis
1 week ago
Team Builders Recruiting and Consulting, LLC Sewickley, United StatesDirector Financial Planning & Analysis $ 140,000 - $ 180,000. + Bonus · SUMMARY : As the FP&A Director you will be hands-on and responsible for supporting the company's forecasting and modelling responsibilities. Reporting to the VP of Finance, you will lead various parts of the ...
-
Director, Financial Planning
21 hours ago
Hussey Copper Leetsdale, United StatesJob Description · Job DescriptionSUMMARY: As the FP&A lead you will be hands-on and responsible for supporting Hussey Copper's forecasting and modeling responsibilities. Reporting to the VP of Finance, you will lead various parts of the budgeting and forecasting processes, buildi ...
-
Security Risk Analyst
5 days ago
Alcoa New Kensington, United StatesShape Your World · At Alcoa, you will become an essential part of our purpose: to turn raw potential into real progress. The way we see it, every Alcoan is a work-shaper, team-shaper, idea-shaper, world-shaper. · As a leader within Alcoa, you can help us fulfill our purpose and ...
Senior FP&A Analyst - Pittsburgh, United States - SoftWriters Inc
Description
SoftWriters is on a Mission to Save LivesAs a pioneer and market leader in long-term care pharmacy technology, we are proud to develop complex software and services that help pharmacies to deliver superior patient care to the most fragile population in the U.S.We are passionate about building the best company, achieving the #1 Top Workplace designation in Pittsburgh.We value quality, cultivating diverse teams, delivering successes and results, collaboration, innovation, thought leadership, integrity, teamwork, and growth.
As we grow in size and complexity, we face some distinct challenges that require outstanding leaders and problem solvers.Our culture and our people are our unique differentiator.If you are seeking to join a growing team and making your mark on our noble mission, then you have come to the right place
Overview:
FP&A Senior Analyst will ensure that SoftWriters makes sound financial decisions through quantitative analysis of accurate financial and operational data.As a Senior Analyst, your work, whether it is financial modeling or tracking key performance indicators, will be used by senior leaders to make important strategic decisions.You will support the financial and business planning activities and collaborate with cross-functional stakeholders to instill sound financial acumen and assess growth/efficiency initiatives.
We are looking for someone with analytical rigor and strategic thinking to continue to grow our FP&A function. This is an exciting role with exposure to all leaders and functions within the business.
To be successful in this role, you must approach problems with an analytical framework and the determination to solve problems.You must be an effective communicator with the ability to distill complex findings into simple, concise recommendations.You should also enjoy collaborating with colleagues on a wide-range of projects to ensure processes that influence data are continuously improving.
Responsibilities:
The essential functions include, but are not limited to, the following:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
