Financial Analysis

Summary

Join Sagent as the Corporate Director of Financial Analysis and play a key role in shaping the company's financial story. You will lead the FP&A team, manage budget and forecast cycles, and provide strategic insights to the CFO and C-suite. This role involves leading and partnering with divisional CFOs, generating financial reports, conducting in-depth analysis, identifying KPIs, and creating financial models to optimize business performance. You will also provide guidance on investment and project decisions based on comprehensive financial analysis.

Requirements

• Bachelor’s degree in Finance or relevant discipline with 6 - 8 years of experience in a related field within a SaaS or financial technology company
• Strong background in financial analysis, forecasting, and trend analysis
• Proven leadership skills with a focus on achieving goals through effective management
• Excellent communication and interpersonal skills
• Expert Excel knowledge a must

Responsibilities

• Help the corporation achieve its goals by effectively leading and partnering with divisional CFOs and business leaders throughout the organization
• Lead the generation and distribution of the monthly and quarterly financial reporting packages
• Generate forecasts and conduct in-depth analysis of trends in sales, finance, and other areas of business
• Identify KPIs and leverage business data to drive cost reduction initiatives throughout the organization
• Analyze the P&L and prepare comprehensive reports and recommendations for management
• Research economic progressions to provide critical insights for the organization's financial planning
• Assist in the creation and maintenance of complex financial models that provide actionable intelligence to business leaders to optimize business performance and foster Net Income growth
• Provide guidance on investment and project decisions based on comprehensive financial analysis

Preferred Qualifications

• Experience in transactional advisory services with one of the Big 4
• Experience working with Board/C-suite clients
• Corporate Business Partnership a plus
• Long range planning/strategic planning
• Private Equity/transaction experience

Benefits

• Remote/Hybrid workplace options
• Health Benefits
• Unlimited Flexible Time Off
• Family Planning Services
• Tuition Reimbursement
• Paid Family Leave
• 401(k) Matching
• Pet Insurance
• LinkedIn Learning
• Virtual Social Experiences
• Career Pathing
• Focus Time Fridays