- Remote, United States
- Remote
- Full-time · Mid
- 3–5 years
The Financial Analyst is e123’s core FP&A analyst and will prepare the monthly management, board, and lender reporting that leadership and our investors rely on. You will sit inside Finance, reporting to the Senior Director of Finance, and working with the Senior Accountant. You will also own e123’s planning and forecasting cycle, including the annual budget, monthly reforecasts, and the multi-year financial model. You will conduct other analyses as needed in support of various business needs.
Responsibilities
- Build the monthly management reporting package: P&L, balance sheet, cash flow, ARR, and other SaaSs KPIs
- Draft variance analysis commentary that explains changes over time and differences to plan
- Prepare the quarterly board package and recurring reporting for our private equity sponsor
- Prepare the supporting schedules for the monthly lender compliance certificate and quarterly covenant calculations
- Maintain the monthly re-forecast and the multi-year financial model, including detailed revenue forecasting
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Nice to have: private equity-backed or venture-backed company experience
- Nice to have: SaaS metrics
- Nice to have: QuickBooks Online
- Nice to have: HubSpot