Financial planning and analysis (FP&A) is the budgeting, forecasting and analytical processes that support an organization's financial health and business strategy. FP&A analysts, managers, and directors are responsible for providing senior management with the financial analysis and information they need to make major operational, financial, and strategic decisions.
What you'll do:
- Build and maintain complex financial models for all revenue streams (recurring, non-recurring, professional services)
- Own the budgeting, forecasting, and reporting for all revenue streams
- Update and review monthly and quarterly reports
- Compiling data from sources and consolidating them into a consistent format
- Research and analysis variance in monthly accounting reports
- Participate in the yearly annual operating plan process
- Support business with monthly forecasting operating expense and headcount needs
- Identify and actively help functional management control expense levers as appropriate
- Communicate with functional business managers and finance colleagues regarding significant variances from budget/forecast
- Work with peers across the business finance organization to develop trusted relationships that deliver strong interlocks and seamless operational experiences
- Review month-end financial package for individual business units and functional units with written analysis of actuals compared to budget and prior periods
- Interact with leaders in all functional departments to prepare ad-hoc forward-looking analysis with recommendations
- Prepare monthly by customer recurring revenue reporting, including reviewing trends for increase and decrease as well as potential billing issues.
- Review the commission reporting process including data compilation, statement automation, and journal entry preparation
- Align closely with Accounting to assist as necessary and to serve as backup on key functions
- Take the lead in the building of on-demand reporting packages, including key performance indicators, leveraging the existing accounting and CRM system
- Assist in building of annual budgets and quarterly forecasts by working with key stakeholders for inputs and maintaining and improving existing data models
- Creates and maintains a monthly dashboard with key metrics for quick review of our financial performance with explanation to variances.
- Provide comparative industry and competitor financial performance indicates to our company
- #LI-LH1
- #LI-Hybrid
What we're looking for:
- Bachelor’s Degree in Finance or Accounting
- 5+ years of related experience preferred
- Report writing with Jedox, NetSuite ERP, and Salesforce CRM preferred
- Strong problem-solving skills, using rigorous logic and methods to solve difficult problems with effective solutions, looking beyond the obvious, and doesn't stop at the first answers
- Learns quickly when facing new problems
- Makes good decisions based upon a mixture of analysis, experience, and judgment
- Ability to work effectively with a wide range of decision-makers to yield results
- Proficient in Microsoft Office Suite, particularly Excel
- Excellent communication skills, both oral and written
- Ability to work autonomously and as part of a team
- Strong organization skills and ability to manage multiple high-priority projects simultaneously and successfully
Top Skills
What We Do
Emburse humanizes work by empowering business travelers, finance professionals and CFOs to eliminate manual, time-consuming tasks so they can focus on what matters most.
Emburse brings together some of the world’s most powerful and trusted expense and AP automation solutions, including Abacus, Captio, Certify, Chrome River, Nexonia and Tallie. The company’s innovative offerings, which are uniquely tailored for specific industries, company sizes, and geographies, are trusted by more than 4.5 million users in more than 120 countries. Over 14,000 customers, from start-ups to global enterprises, including Boot Barn, Grant Thornton, Telefónica, Lufthansa Systems, and Toyota rely on Emburse to make faster, smarter decisions, empower business travelers to recapture lost nights and weekends spent doing tedious expense management, and help make users’ lives -- and their businesses -- better.
