Senior Financial Analyst

Reposted 19 Days Ago
Chicago, IL
Hybrid
Junior
Professional Services • Software
Our software enables you to understand how your business works, how it breaks, and how to put it together again.
The Role
The Senior Financial Analyst will support FP&A and revenue departments through analysis, reporting, and metrics measurement, while managing financial processes and collaborating with leadership.
Summary Generated by Built In
The Role
Fusion's FP&A team is a business-critical, highly visible function that supports all revenue aspects of the Company's financial strategy and operations. This is a growing team within Fusion and provides valuable business partnering and financial insights to the Fusion Leadership Team as well as supports key company and Board-level strategic initiatives.
The Senior Analyst, FP&A will be highly visible within the organization and will contribute to the Company's business by partnering with all Revenue-focused departments and reporting. We are looking for someone who is detail-oriented, self-motivated and a demonstrated creative problem solver with a proven ability to successfully manage multiple streams of work in a dynamic business environment.
Responsibilities of this position include:
  • Provide business partnering support for the Sales, Marketing, Renewals & Customer Success organizations including analysis, reporting, metrics measurement & strategic initiatives
  • Provide business partnering support for accounting including accruals and other month-end close activities
  • Support the Sales & Marketing monthly metrics meetings, including data gathering and identifying key trends & actionable insights
  • Support the Revenue Operations team in terms of reporting, revenue leaderboards, wins rate analysis & dashboards for leadership consumption
  • Support the Marketing organization with deeper dive analysis, forecasting, reporting & actionable insights
  • Support the Renewals organization with forecasting & presenting to leadership
  • Aid in the preparation of monthly management presentations & quarterly BOD meetings, identifying and summarizing keys trends and variance analysis for Leadership consumption
  • Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans and operating forecasts
  • Perform ad-hoc financial and operational analysis at multiple levels of complexity, including ROI, cost analysis, invoicing & cash collections analysis, and sales pipeline analysis
  • Aid in the annual planning activities for the Company; collaborate with senior members of the Leadership team to set, drive and manage the Planning process

Required knowledge & skills:
  • BS or BBA Degree in Finance or a related field (MBA Degree a plus)
  • 2+ years of experience in a related field (financial planning/analysis, budgeting & forecasting, finance, etc.), preferably in software/SAAS
  • Experience supporting the Sales & Marketing organizations preferred
  • In-depth understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis
  • Strong strategic skills, with the proven ability to identify and assess key points, implications, and recommendations
  • Strong organizational skills with demonstrated ability to manage multiple competing priorities and drive projects to completion
  • Demonstrated ability to influence decisions through effective verbal and written communication, logical reasoning, and the presentation of alternatives
  • Advanced knowledge of Microsoft Excel and PowerPoint
  • Experience/expertise with financial systems, including financial planning tools (e.g., Vena, etc.) preferred
  • Experience with Salesforce CRM preferred
  • It is strongly preferred that this person live in the Chicagoland area

Milestones for the First Six Months:Goal - Prepare you to become a successful SFA
In 1-Month you'll:
Observe Financial close & forecast process
Organization - follow steps & be self-sufficient
Comfortable with Fusion business model
in 3-Month you'll:
Owner of monthly renewals process
Owner of Monthly Reporting deck
Owner of Bookings Report process
in 6-Month you'll:
Run Marketing forecast with limited instruction
Run Churn/Contraction forecast with instruction
Senior level knowledge of Fusion Business
Disclaimers
This position may be performed remotely anywhere within the United States except for the states of New York, California, and Colorado.
Fusion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, age, pregnancy, military service or discharge status, genetic information, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment. Nothing in this job posting should be construed as an offer or guarantee of employment.

Top Skills

Excel
Microsoft Powerpoint
Salesforce CRM
Vena

What the Team is Saying

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The Company
HQ: Chicago, IL
258 Employees
Year Founded: 2006

What We Do

Fusion Risk Management is recognized as the most innovative and fastest growing provider of cloud-based enterprise software for business continuity risk management, IT disaster recovery and crisis management. Fusion is transforming the industry and has been named a leader in Gartner's Magic Quadrant for Business Continuity Management software.

Why Work With Us

Fusion provides a highly collaborative work environment where motivated employees can advance their careers and contribute to Fusion’s success. Work-life balance is of high importance at Fusion. We are committed to fostering an environment of trust, inclusion, transparency, innovation, and one that encourages hard work, passion, and having fun.

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Fusion Risk Management Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We have a Chicago headquarters and another office in London. While very much a remote environment, we encourage attendance for those that wish to work in office and sponsor a number of in-person & remote engagement activities.

Typical time on-site: Flexible
HQChicago, IL
United Kingdom
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