Jobs
>
Riverside

    Senior Financial Analyst - Riverside, United States - Prosites Inc

    Prosites Inc
    Prosites Inc Riverside, United States

    3 weeks ago

    Default job background
    Description

    Job Description

    Job DescriptionJob Summary

    The Senior Financial Analyst is a key financial position supporting our fast-growing SaaS business. Initial responsibilities include working with a cross functional team to enhance/create key performance indicators ("KPI") and reporting for our SaaS business including both financial and non-financial information. This position will work closely with our Finance teams as well as senior leaders in cross functional areas of the business. This position will work intimately with the executive leadership team in developing financial models for key strategic projects, reporting on weekly KPI's and provided analysis. You are also expected to work closely with Accounting, HR, IT, and Sales Operations to drive system and process improvements.

    Essential Duties and Responsibilities:


    • Working with a cross functional team to help enhance & create KPI's and reporting packages using both financial and operational based metrics.


    • Assist in developing and maintaining SaaS business metrics that help drive business success


    • Work closely with Information Technology and CFO to leverage existing Corporate systems and recommend enhancements, changes, or new systems to support SaaS KPIs and reporting


    • Perform variance and trend analysis between actual, budget and forecast targets for our SaaS business


    • Gain an understanding of our SAAS Dashboard within SageIntacct, auditing and reconciliation of data and building of online dashboard within the tool


    • Assist with in-depth analysis including new bookings (ACV), Upgrades, Downgrades and churn to monitor Gross and Net Revenue retention


    • Create monthly forecasts (bookings, revenue, expense, capital and headcount) that incorporates current data and any relevant functional input


    • Ensure off-line or batch reporting reconciles with existing system-based management reporting (SageIntacct and Salesforce)


    • Create ad hoc analysis as needed

    Key Performance Indicator Reporting


    • Report on weekly KPI's such as ACV (Orders), Recurring revenue, customer and unit roll forwards, attrition rates, CAC, LTV and customer retention.


    • Investigate variances vs. plan and meeting with department managers for input.


    • Utilize SalesForce and ERP systems (SageIntacct), together with BI tools (Intacct's ICRW, Power Pivot) for consolidation of data.

    Financial Modeling


    • Develop complex financial models and present analytics to support Sales, Marketing, and R&D teams


    • Assist in developing complex models that support the financial modeling related to potential Mergers & Acquisitions activity.


    • Build analytical models that utilize both financial and non-financial data to forecast operating results, scenario modeling.


    • Develop, interpret, and implement financial concepts for financial planning


    • Prepare various industry and market analyses and benchmarking, as required

    Accounting/Financial Systems


    • Access SageIntacct general ledger system and financial reporting systems to pull actual financials for use in trending and forecasting analyses and play a key role in developing and enhancing SageIntacct Reporting.


    • Prepare the monthly financial report with Director of Financial Planning & Analysis and executive commentary


    • Develop, communicate, and manage requirements for reporting and SAAS system enhancements and serves as point person to facilitate business support throughout the technical development process as it relates to the SAAS Dashboard and metrics.

    Other


    • Regular and reliable attendance is expected as this is a full-time position


    • Other duties as assigned by management

    Position Requirements:


    • Experience in financial modeling, business analysis, FP&A, business integration, analytics in


    • Excellent MS Office skills, specifically MS Word and MS Excel (INDEX,VLOOKUP, PIVOT TABLES, NPV, IRR, DATA TABLE, WHAT-IF ANALYSIS)


    • Advanced experience working with SAAS Metrics.


    • Strong analytical and problem-solving skills


    • Good communication skills (verbal, written and listening).


    • Ability to switch from complex to routine tasks when required.


    • Experience using Microsoft-Great Plains, SageIntacct, Oracle NetSuite, Cognos Financial Performance Management Software and Zuora, in a corporate environment.


    • Experience creating financial models, including use of database manipulation (e.g. Tableau, Power Pivot, ICRW & Excel).


    • Minimum of 5 years of financial analyst experience in software-as-a-service, software, and/ or other related technology industries preferred. Solid understanding of recurring revenue and related KPI's is required.


    • Bachelor's degree in Finance/Accounting. CPA, ACA, CFA, MBA preferred

    Physical/Mental Requirements for the Job:


    • Prolonged periods of sedentary movement


    • May be requested to work overtime and weekends if deemed necessary


    • Must be able to lift at least 20 pounds


    • Certain management positions might be required to occasional trave

  • University of California, Riverside

    Financial Analyst 2

    5 days ago

    University of California, Riverside Riverside, United States

    Job ID · Category · Accounting and Finance · Organization · Bourns College of Engineering · Department · Bioengineering Dept · Location · Main Campus - UCR · Salary · $59,000 - $103,400 · Date Posted · May 31, 2024 · Application Deadline · Open Until Filled · Schedule · 8AM - 5PM ...

  • KYND International

    Financial Analyst

    2 weeks ago

    KYND International Riverside, United States

    Financial Analyst - Family Medicine · University of California Riverside · Job Number: · Full/Part Time: · Full TimeSchedule: · 8AM - 5PMSalary: · $59,000 - $103,400 · Position InformationThe Financial Analyst will be responsible for providing financial and analytical supp ...

  • Regents of the University of California

    Financial Analyst

    2 weeks ago

    Regents of the University of California Riverside, United States

    The Financial Analyst will be responsible for providing financial and analytical support to the family medicine department. Collaborating with the Finance and Administrative Officer (FAO), the incumbent will assist in the review of budgets, conduct reconciliation activities, and ...

  • University of California, Riverside

    Financial Accounting and Compliance Analyst

    2 weeks ago

    University of California, Riverside Riverside, United States

    Job ID · Category · Accounting and Finance · Organization · Auxiliary Services · Department · Auxiliary Budget & Finance Dept · Location · Main Campus - UCR · Salary · $64,300 - $114,300 · Date Posted · May 22, 2024 · Application Deadline · Open Until Filled · Schedule · 8AM - 5P ...

  • KYND International

    Financial Analyst

    4 weeks ago

    KYND International Riverside, United States

    Financial Analyst - Family Medicine · University of California Riverside · Job Number: · Full/Part Time: · Full Time · Schedule: · 8AM - 5PM · Salary: · $59,000 - $103,400 · Position Information · The Financial Analyst will be responsible for providing financial and analyt ...

  • University of California , Riverside

    Financial Analyst III

    2 weeks ago

    University of California , Riverside Riverside, United States

    Financial Analyst III · University of California Riverside · Job Number: · Full/Part Time: · Full TimeSchedule: · 8AM - 5PMSalary: · $71,100 - $128,700 · Position InformationReporting to the Financial and Administrative Officer (FAO) for English and Philosophy and the FAO ...

  • Merchant Flow Financial

    Financial Analyst 2

    2 weeks ago

    Merchant Flow Financial Riverside, United States

    Financial Analyst 2 · University of California Riverside · Job Number: · Full/Part Time: · Full TimeSchedule: · 8AM - 5PMSalary: · $59,000 - $103,400 · Position InformationManage the financial operations of the large, fast-growing multidisciplinary institute, the Institute ...

  • Esri

    Financial Analyst

    2 weeks ago

    Esri Redlands, United States

    **Overview** · This position provides a unique opportunity to engage in an analytical environment, leverage business intelligence processes and interfacing with various departments within Finance and Accounting and across the company. · The Financial Analyst plays a lead role in ...

  • Loma Linda University

    Financial Analyst

    1 week ago

    Loma Linda University Loma Linda, United States

    **Job Summary**:The Financial Analyst is responsible for the administration, direction, and coordination of professional services activities for Loma Linda University Radiology Medical Group, Inc. and Loma Linda University Radiation Medicine. Functions as a liaison between the Pr ...

  • Smartfox LLC

    Financial Analyst

    3 weeks ago

    Smartfox LLC Santa Ana, United States

    **Summary**: · - The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for ...

  • Technology Support Specialist

    Financial Analyst

    3 weeks ago

    Technology Support Specialist Santa Ana, United States

    onduct 3-month business forecasts, including comprehensive forecasts on logistics cost and overhead expenses as well as of business environmental changes to provide better financial visibility to management. · - Analyze data and compare to the monthly, quarterly and yearly foreca ...

  • RWJBarnabas Health

    Financial Analyst

    3 weeks ago

    RWJBarnabas Health West Orange, United States

    **Job Overview**: · The Financial Analyst will generate standard and custom financial and demographic reports. They will verify data and maintain accurate system information. · **Qualifications**: · - Required:_ · - Bachelor s Degree in Finance, Accounting, Business Administratio ...

  • KTM NORTH AMERICA INC & SUBSIDIARY

    Financial Analyst

    3 weeks ago

    KTM NORTH AMERICA INC & SUBSIDIARY Murrieta, United States

    **Job Title: Financial Analyst** · **Department**:Financial Planning and Analysis / Accounting · **Reports To**:Financial Planning and Analysis Manager · **FLSA Status**:Non**-**Exempt · **Location**:Murrieta, CA · **Prepared By**:Human Resources · **SUMMARY** · Responsible for p ...

  • Temco Logistics

    Financial Analyst

    3 weeks ago

    Temco Logistics Lake Forest, United States

    Temco Logistics has been an experienced provider of final-mile delivery services to leading retailers since 1968. Completing more than 6,000 residential, business, job site and commercial deliveries per day, we have a proven track record of success and dependability. Deliveries a ...

  • Regents of the University of California

    Financial Analyst

    4 weeks ago

    Regents of the University of California Riverside, United States

    The Financial Analyst will be responsible for providing financial and analytical support to the family medicine department. Collaborating with the Finance and Administrative Officer (FAO), the incumbent will assist in the review of budgets, conduct reconciliation activities, and ...

  • University of California System

    Financial Accounting and Compliance Analyst

    1 week ago

    University of California System Riverside, United States

    UC Riverside's Auxiliary Services Finance and Business Operations is recruiting for a Financial Accounting and Compliance Analyst. The full salary range for the Financial Accounting and Compliance Analyst is $64, $114,300.00 annually. However, the expected pay scale for this posi ...

  • First American Financial Corporation

    Financial Analyst

    1 week ago

    First American Financial Corporation Santa Ana, United States

    **Who We Are**: · **What We Do**: · Drive business performance by providing financial and strategic insight through sound financial analysis, identifying and tracking key metrics, and being a valued business partner · **What You'll Do**: · - Develops, maintains, and delivers mont ...

  • Inland Empire Health Plan

    Financial Analyst I

    3 weeks ago

    Inland Empire Health Plan Rancho Cucamonga, United States

    Overview: · **What you can expect** · Find joy in serving others with IEHP We welcome you to join us in "healing and inspiring the human spirit" and to pivot from a "job" opportunity to an authentic experience · Under the direction of department leadership, the Financial Analyst ...

  • CalOptima

    Financial Analyst Ii

    2 weeks ago

    CalOptima Orange, United States

    **Financial Analyst II (Decision Support)** · **CalOptima** · **CalOptima Health** is seeking a highly motivated an experienced **Financial Analyst II (Decision Support)** to join our team. The Financial Analyst II (Decision Support) will be responsible for providing quantitative ...

  • Inland Empire Health Plan

    Financial Analyst I

    2 weeks ago

    Inland Empire Health Plan Rancho Cucamonga, United States

    Overview: · **What you can expect** · Find joy in serving others with IEHP We welcome you to join us in "healing and inspiring the human spirit" and to pivot from a "job" opportunity to an authentic experience · Under the direction of department leadership, the Financial Analyst ...