Job Summary:
Responsibilities will include providing management with the strategic tools and reports to drive business results, process re-engineering, budgeting, forecasting, margin analysis, variance analysis, and trend analysis.
Essential Functions:
· Assist management in the development of the company annual budget/operating plan
· Prepare monthly and quarterly operating and capital expense forecasts and track progress against forecast
· Prepare monthly and quarterly financial and management reporting
· Perform variance analyses and analyze trends on productivity measures, including margin and cost analysis
-Contribute to efficiencies in our processes through standardization and reporting automation. Create key sets of dashboards and reporting packages on a weekly, monthly and quarterly basis
· Prepare ad hoc financial/business case analysis as needed
Knowledge, Skills and Abilities:
· Bachelor’s degree in accounting, finance or economics
· Working knowledge of Adaptive required
· 3-5 years of progressive financial planning and analysis experience, SaaS business experience preferred
· Outstanding analytical and problem-solving abilities
· Detail oriented
· Strong interpersonal skills
· Excellent business writing skills
· Solid spreadsheet and modeling skills
· Proficient in MS office suite
· Experience with Salesforce.com, Netsuite a plus
Supervisory Responsibilities – N/A
Work Environment/Physical Demands:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Hearing - Ability to receive detailed information through oral communication and to make discriminations in sound.
Visual Acuity - The employee is required to have cl