[Remote] Senior Financial Analyst

Note: The job is a remote job and is open to candidates in USA. eMoney Advisor is a company dedicated to helping people talk about money, offering innovative wealth management solutions. They are seeking a Senior Financial Analyst to lead the delivery of accurate financial information, support decision-making processes, and enhance financial operations across the organization.

Responsibilities

• Provide Business Partner Support for all functional areas within eMoney Advisor
• Leads the creation of multiple action-oriented profitability and statistical views supporting the financial success of eMoney Advisor
• Works closely with department leadership to develop and coordinate the annual planning process, rolling forecasts and contingency plans, formulate and administer approved budgetary guidelines: may coordinate the preparation of periodic forecast review presentations
• Responsible for production of monthly financial package and all supporting analyses for distribution to senior team, including supplemental financial and operating metrics
• Lead financial oversight for expenses such as compensation plans and operational costs
• Evaluate operational/financial systems or procedures: develop and recommend new/revised methods for process and automation improvements and implements solutions
• Make recommendations for departmental process improvements and implement solutions that will result in more efficient collection, analysis, and reporting of information creating more capacity for strategic analysis and decision support
• Develop and deliver presentations and recommendations for eMoney Senior Team to inform business management and guide effective decision-making. Participate in making business decisions based on financial forecasts and models
• Partner with Sales and HR to interpret commission plans, model outcomes, and/or operationalize plan changes
• Independently own monthly and quarterly sales commission calculations and payouts, ensuring accuracy and policy compliance
• Provide insightful analytical support for ad hoc analyses and requests from senior management and eMoney colleagues as related to critical business issues and initiatives

Skills

• Bachelor's degree in Finance/Accounting or equivalent experience required
• 6+ years of experience in Finance, preferably within a medium-sized, high growth company
• Demonstrates in-depth knowledge of financial analysis, accounting and reporting practices, tools, and procedures
• Strong PC skills, especially Excel, Power Point. Working knowledge of relational database structures, a plus
• Strong analytical, problem solving, and organizational skills are required, as is an ability to make independent decisions and manage projects
• Ability to work well independently, as well as across the organization, while demonstrating strong verbal and written communication skills
• Ability to interpret data and articulate 'how' and 'why' fits in the company's overall financial story
• Ability to envision the 'big picture' while focusing on multiple objectives or assignments
• Results oriented individual who is conscientious of their quality of work
• Establishes and builds effective relationships with business partners and customers and ability to influence with authority
• Promotes teamwork and cooperation to resolve conflicts and ensure achievement of organizational objectives
• Identifies problems with data and reports. Researches the issues and implements solutions. Raises broad/systemic issues to the manager
• Demonstrates strong professionalism managing sensitive financial information
• Independently performs all phases of the analysis in cases of moderate to complex difficulty to anticipate the needs of internal/ external customers
• Able to distill data down to prominent points and clearly communicate to business leaders' recommendations to assist in decision-making process
• Productively balances speed and accuracy
• Processes large quantities of detailed information with high levels of accuracy
• Approaches a complex problem by breaking it down into its component parts
• Identifies many possible causes for a problem based on prior experience and current research
• Organizes and prioritizes the sequence of steps to be taken to remedy the situation
• Seeks discrepancies and inconsistencies in available information; explains variances
• Confident in stepping forward to confront difficult issues
• Responds to shifting priorities while maintaining progress of regularly scheduled work
• Experience supporting a Saas organization and/or Financial services industry experience strongly preferred

Benefits

• Annual bonus program
• Retirement contributions
• Health insurance
• Sick leave
• Parental leave
• Paid time off

Company Overview