Senior Financial Analyst

Posted 6 Days Ago
Be an Early Applicant
Washington, DC
Senior level
Software
The Role
As a Senior Financial Analyst at CoreView, you will be responsible for managing the full cycle of financial data, creating complex models, performing variance analysis, maintaining SaaS metrics, and assisting in financial planning. Your role involves analyzing and reconciling data for accurate reporting and supporting decision-making processes.
Summary Generated by Built In

Description

About CoreView (A Microsoft Gold Partner)


CoreView is the Global Leader in Effortless M365 Security, Governance, and Administration. Offering an end-to-end solution that stretches across the whole M365 ecosystem; from your tenant level configurations, right up to your most critical workloads.


Created by M365 experts, for M365 experts, CoreView makes best practice for M365 effortless by simplifying, unifying, and enhancing the M365 admin experience. CoreView empowers 1500 M365 organizations to turn the tide on endless tasks, deliver best practice security, and drive ROI.


As we grow, we are looking to hire people who believe in our values and our goals. Our values are the core of everything we do;


Collaboration – Sharing knowledge, resources and support to drive success

Ownership – Holding ourselves accountable for delivering excellence

Respect – Valuing every voice to build a stronger tribe

Empathy – Understanding each other to foster a supportive workplace


We are committed to creating a diverse and inclusive global workplace, helping each other achieve our goals, and trying to have fun along the way….


Job Summary

As the Sr. Financial Analyst at Coreview, you will take a hands-on role in the full cycle of data management and understanding. From building systems to effectively capture and organize data, to reviewing and analyzing the data, and then to providing insightful reporting on a monthly, quarterly, annual and ad hoc basis.
Responsibilities.

  • Analyze financial data and create complex financial models for decision support.
  • Perform detailed variance analysis to determine financial performance vs. budget and plan for department head and budget managers.
  • Maintain, track and report SaaS metrics for management and investor reporting.
  • Analyze and reconcile data from multiple sources to maintain consistency and accuracy.
  • Assist in long-term financial planning and scenario analysis.
  • Ad hoc duties and reports, as required.
Requirements
  • Minimum of 5 years experience in accounting or financial analysis.
  • Strong understanding of data modelling in Excel with demonstratable experience building models.
  • Intermediate experience with Salesforce, Adaptive Planning, NetSuite or similar accounting package, and PowerBI.
  • Strong initiative, desire to learn and problem-solving outlook.
  • The ability to develop and maintain excellent working relationships.
  • Ability to prioritize workloads and meet tight deadlines.
  • Attention to detail and high accuracy levels.
  • Ability to work in a fast-paced, dynamic environment.

Additional Notes

All applicants will be required to take a pre-employment assessment for consideration.

CoreView is an Affirmative Action, Equal Opportunity Employer that values the strength that diversity brings to the workplace. All qualified applicants will receive consideration for employment and will not be discriminated against based on gender, race/ethnicity, protected veteran status, disability, or other protected group status.

Top Skills

Adaptive Planning
Excel
NetSuite
Power BI
Salesforce
The Company
Alpharetta, GA
77 Employees
Hybrid Workplace
Year Founded: 2014

What We Do

CoreView provides the most powerful SaaS Management Platform for enterprises with Microsoft 365 at the core of their SaaS stack. The Company helps IT teams work more efficiently, maximize SaaS ROI, and mitigate risk with its powerful CoreSuite product. CoreView is an Insight Portfolio company with US headquarters in Atlanta. Notable customers include Kaiser Permanente, iHeart Media, and The Commonwealth of Massachusetts.

Our founders were system integrators solving Office 365 visibility and reporting problems. Customers asked for more and more help, so now we have an easy way to totally manage Office 365, tighten security and compliance, and get end users productive on all Office 365 apps.

At CoreView, we are people helping people help people. We empower IT teams to be incredibly efficient, which empowers them to help drive their organizations forward, faster.

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