Senior Financial Planning & Analyst

It all starts with our culture.

Picture yourself at one of the best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. If that sounds like a place you want to work, read on....

We're on a mission to provide second to none client service, we are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promote growth and celebrating the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model for most positions, learning and development opportunities, paid time off to serve in our community and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! You will often find our CEO walking the halls, sharing licorice or jellybeans, or just stopping by to have a chat and check in with employees to see how they are doing both professionally and personally. We believe in cohesiveness and collaboration. You won't find sharp elbows here. We work to help one another to achieve overall success. We offer company celebrations several times a month to bring our team together. If this sounds enticing, please reach out and apply for one of our positions.

Our values keep us all rowing in the same direction.

• Participate and help lead ongoing development of budgeting, financial forecasting and modeling. Work closely with the Director of FP&A and budget owners to review revenue/expenses. Create and manage reporting to provide better insight and understanding into department performance/impact on bottom line.
• Analyze current and past trends in key performance indicators including revenue, cost of goods, expenses and capital expenditures.
• Lead preparation and analysis for business acquisitions including pricing analysis for systemic internal changes.
• Work closely with sales and operations management to evaluate and drive efficiencies, analyze and guide pricing, understand ROI for all new lines of business.
• Collaborate with the accounting team to produce a monthly financial reporting package.
• Develop financial models/templates and thoughtful analysis for various initiatives.
• Streamline and improve reporting and analysis processes.
• Ensure the integrity and consistency of financial data across the various financial reporting systems and processes.
• Support the Senior Management Team with in depth analysis as needed.

• May perform other job-related duties as assigned

• Bachelor's (Master's preferred but not required) degree in finance or accounting.
• 3-5 years' experience in Financial Planning & Analysis role.
• Strong analytical and problem-solving skills.
• Solid knowledge, understanding and experience modeling and creating effective tools for managing and guiding the company's FP&A function.
• Experience with NetSuite, Excel, PowerPoint, Microsoft Power BI.
• Detail oriented; organized.
• Self-motivated and highly driven to produce results.
• Articulate with excellent verbal, written communication and interpersonal skills.
• Ability to effectively handle multiple tasks simultaneously in a deadline driven environment.

• Ability to handle and be trusted with confidential and/or sensitive information
• Ability to interact effectively with all levels in the company
• Ability to work in a fast-paced environment
• Ability to be flexible and to handle multiple projects in an organized, timely manner
• Ability to solve problems, work under pressure, and to effectively manage stress
• Ability to work independently
• Ability to travel as needed