Job Details
Job Title: Financial Analyst
Location: Burlington, MA (1-2 days a week in office, flexible hybrid)
Industry: SaaS/Software
Must Haves:
- 1-4 years of FP&A experience
- Excel (comfortable in standard formulas (Vlookup, SUMIF, Pivot tables, graphs)
Plus:
- SaaS or healthcare industry experience
- Oracle
- Basic understanding of accounting principles
Job Description:
Position Overview:
We are seeking a Financial Analyst to join our Financial Planning and Analysis ( FP&A ) team. As a Financial Analyst, you will play a pivotal role in supporting our finance team and senior management by providing valuable insights, analysis, and recommendations to drive strategic decision-making and optimize financial performance.
About Center of Excellence:
Centers of Excellence (COE) are teams whose primary goal is to provide expertise in a specific field. COEs will usually provide support through training, research, and skilled leaders. In the case of HealthEdge, our Centers of Excellence incorporate the Human Resources, IT, Legal and Financial fields, all of which provide support to our Product divisions and allows the enterprise to move forward and achieve its goals.
Your Impact:
- Gain technical understanding and knowledge across business lines, while working directly with senior management and other internal stakeholders to provide financial analysis, insights & recommendations.
- Assist in financial modeling, reporting, forecasting, and budgeting with focus on revenue, expense and headcount management?to help drive profitability as well as support the continuing growth of the business
- Assist in creating and maintaining complex financial models to support the monthly forecasting process and on-going ad-hoc analysis; Continuously seek opportunities to enhance financial processes, streamline workflows, and implement best practices to drive efficiency and scalability.
- Prepare management reports & dashboards focused around financial & operational KPI s; Drive reporting automation and develop new and improved metrics and processes.
- Assist with acquisition integrations and promote financial standardization & education across newly acquired business units
- Collaborate with accounting teams to ensure accurate and timely financial reporting in accordance with GAAP standards.
- Build financial models for new business concepts, make analytical judgments, and provide data intensive analyses to drive meaningful change.
- Assist in the annual budgeting process by collaborating with cross-functional teams to gather relevant data, perform analysis, and validate assumptions.
- Work both within the Finance team and with other departments on continuous systems integration & improvement (Hyperion EPBCS / NetSuite ERP / Salesforce / UltiPro)
What You Bring:
- Bachelor s degree required in Finance, Economics or Accounting
- 3-5 years of experience in a financial advisory capacity in Corporate Financial Planning
- Proficiency in financial modeling, forecasting techniques, and variance analysis.
- Strong analytical skills with the ability to interpret complex financial data and communicate findings effectively.
- Advanced proficiency in Microsoft Excel; experience with Oracle Enterprise Business Planning and Budgeting Cloud Solution or other FP&A software is a plus.
- Solid understanding of GAAP principles and financial reporting requirements.
- Excellent organizational skills with the ability to prioritize tasks, meet deadlines, and work effectively in a fast-paced environment.
- Proactive mindset with a passion for continuous learning and professional development.
- Strong interpersonal skills with the ability to collaborate effectively across functions and influence decision-making at all levels of the organization.
- High level of integrity, ethics, and professionalism in handling confidential information and conducting financial analysis.
Summary: Great time to join this growing, fast pace software company that also has a good quality of life and is family friendly!