Alogent is the market leader in providing item processing and document management solutions to financial institutions. Alogent has over 30 years’ experience in providing banks and credit unions globally with the technology, support, and expertise required to assist them in overcoming their business challenges. Our partnership-based approach to working through business issues has been recognized by our clients and partners, resulting in long-term relationships as their business needs evolve. Alogent continues to forge ahead through the creation of specialized technologies and services that use imaging and automation to achieve proven results. Our goal is to be the premier financial technology partner to financial institutions everywhere.
Alogent is headquartered in Peachtree Corners, GA, with employees across the United States.
JOB OVERVIEW:
As a Business Financial Analyst, you will play a critical role in providing key insights across our organization. Reporting directly to the CFO, and working closely with cross-functional teams, you will analyze financial performance, forecast growth, and provide actionable insights that drive profitability and efficiency.
This position is located in our Peachtree Corners, GA office. This is a hybrid role and will require 3-4 days in the office.
Important Note: Authorized to work in the U.S. is a precondition of employment as we are unable to sponsor applicants for work visas.
RESPONSIBILITIES:
FP&A
- Pull reports from CRM, ERP, and Professional Services Automation software systems to present actual performance against forecast, budget, and prior year among other metrics.
- Partner with Corp. Accounting to bridge month-end close to monthly forecast process.
- Support annual budget process.
- Provide key reporting to the heads of Marketing, Partner Sales, Operations, and Technology.
- Maintain revenue by customer metrics.
- Partner with Sales Operations to ensure financial details on contracts are easily consumed by sales, operations, finance, and accounting.
Additional Responsibilities
- Support the Director of Project Management on reporting, special projects, and ad-hoc analyses as needed.
The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.
QUALIFICATIONS:
- 2+ years of experience working as a financial analyst or business analyst.
- Experience working in a SaaS company is a plus
- Experience working with Salesforce (Sales Cloud application) is preferred but not required.
- Experience working with ERPs like Oracle, Intacct, NetSuite, SAP preferred.
- Proficient in Microsoft Excel: “VLOOKUP’s”, “Index” function, “If” statements, conditional formatting, and maintaining data integrity across spreadsheets is non-negotiable.
- Strong Microsoft Suite skills: Word, PowerPoint, Teams preferred.
- Aptitude to review and understand and analyze data
- Ability to work independently in a fast-paced environment
- Detail-oriented and highly organized with the ability to multi-task, manage priorities, and follow through
- Ability and willingness to work cooperatively with others and take initiative when needed
- Excellent verbal and written communication skills
Benefits:
- Competitive benefits including medical, dental, vision, life, disability, Employee Assistance Program, Flexible Spending Account, Group Accident, Critical Illness, Pet Insurance, Identity Protection Program and long-term care
- Excellent 401(k) plan with company match
- Paid time off (PTO) and Holidays
- Paid voluntary time off (VTO) day
- Wellness programs
- Monthly educational sessions for employees
- A knowledgeable, high-achieving, experienced, and fun team
- A diverse work atmosphere
Employee Polygraph Protection Act
Equal Employment Opportunity
Family and Medical Leave Act
Notice To Third-Party Agencies:
Alogent does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Alogent. Alogent will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person, or entity.
Alogent is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, or any other characteristic protected by federal, state or local laws.
Top Skills
What We Do
Alogent helps financial institutions of all sizes - including credit unions, community banks, and some of the largest national and international institutions - reduce costs, increase transaction processing efficiencies, generate revenue, mitigate fraud, and optimize the user experience from any point of presentment — in-person at the branch, online or on-the-go.
Our proven, end-to-end check payment processing, digital, online, and mobile banking, and enterprise content and information management platforms address an institution’s entire transaction “ecosystem” — from capturing and digitizing transaction data, to exception tracking, automating workflows, and making information available across the enterprise. Alogent’s solution suites leverage the latest in machine learning and predictive analytics, including enterprise-wide data intelligence and reporting solutions that enable financial institutions to deliver products and services that boost engagement through personalization and data-backed decisions.
Powered by our ‘user-first’ approach, Alogent’s solutions are channel-agnostic and users choose how they want to engage - online, mobile, or in-branch - while financial institutions benefit from streamlined and uniform workflows, with more control and accountability.
Our solutions are versatile, scalable, user-friendly, and exceptionally stable. Because of our relentless focus on innovation, Alogent’s clients and partners consistently exceed their productivity, financial, and user experience goals.
