Financial Analyst

Summary

Join OnBoard as a Financial Analyst and play a key role in providing financial support and analysis to senior management. You will contribute to the company's financial planning, models, and reporting systems. This position involves collaborating with various business units to forecast expenses, manage KPIs, and conduct insightful analysis to drive strategic decision-making. Reporting to the Senior Director of Finance, you will consolidate financials, create management reports, and perform variance analysis. Your contributions will be crucial to OnBoard's continued growth and success. The ideal candidate will possess strong analytical and communication skills, along with experience in financial planning and analysis.

Requirements

• Bachelors Degree in Finance, Accounting, Business Admin, or a related field
• 2-3 years of related experience in an FP&A, banking, corporate strategy, or consulting role
• 1-2 years SaaS industry experience
• Advanced Excel, PowerPoint, and Word skills required
• Experience with Financial Modeling and Budgeting Systems
• Skilled in preparing presentation materials to senior management and possess solid communication skills
• Able to multi-task, excellent project management skills, comfortable with change in a fast-paced environment, proactive, able to work with senior management, and possess excellent interpersonal skills with all levels
• Ability to work effectively in a remote environment

Responsibilities

• Assist in the overall budgeting forecasting process including business unit budgets
• Maintain the planning models for financial planning purposes
• Identify trends and anticipate needs to support an evolving business environment
• Partner with business owners to support their expense management and forecasting
• Work closely with Accounting and oversee monthly reporting and forecast
• Provide ad hoc reports and analysis to senior management as needed
• Analyze, synthesize and translate data into key inputs and insights that will drive strategic decision making within the company
• Identify and drive business process improvements
• Conduct research for finance-related metrics, benchmarks, and trend analysis
• Participate in cross-functional business projects and analysis
• Participate in the development and implementation of process improvements

Preferred Qualifications

MBA, CFA, or CPA preferred