Financial Analyst

Summary

Join SMG, a leading experience management provider, as a Financial Analyst and contribute to our financial planning, analysis, and reporting processes. You will assist with budgeting and forecasting, develop financial models, analyze financial data, and prepare reports. Collaborate with cross-functional teams, provide financial guidance, and support strategic initiatives. Assess financial impacts of various scenarios, identify risks and opportunities, and improve financial processes. This role requires a Bachelor's degree in a related field, minimum 2 years of relevant experience, strong financial modeling skills, and excellent communication abilities. SMG offers a remote-first work environment, unlimited PTO, and a diverse, supportive team.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred
• Minimum of 2 years of progressive experience in FP&A, consulting, or investment banking roles, preferably in a corporate environment
• Strong proficiency in financial modeling, forecasting, and variance analysis
• Advanced proficiency in Microsoft Excel and financial software applications
• Excellent analytical, problem-solving, and critical thinking skills
• Effective communication and presentation skills, with the ability to convey complex financial concepts to non-finance stakeholders
• Proven ability to work independently, prioritize tasks, and manage multiple projects simultaneously
• Strong attention to detail and commitment to accuracy

Responsibilities

• Assist with the annual budgeting and forecasting processes, collaborating with department heads and senior management
• Develop and maintain complex financial models, including rolling forecasts, 3 statement models, and short-time cash forecasts to support strategic planning, scenario analysis, and decision-making
• Analyze historical financial data and industry trends to forecast future performance and identify opportunities and risks
• Prepare monthly, quarterly, and annual financial reports, highlighting variances, trends, and key performance metrics
• Conduct in-depth financial analysis to support business initiatives, investment decisions, and resource allocation
• Provide actionable insights and recommendations to senior management based on financial analysis and performance trends
• Collaborate with cross-functional teams to develop financial plans, budgets, and forecasts aligned with business objectives
• Partner with other departments to evaluate business performance, identify areas for improvement, and drive profitability
• Coordinate directly with RevOps lead to manage monthly bookings reporting, trend analysis, and forecast bookings to recognized revenue pipeline
• Provide financial guidance and support for strategic initiatives, including new product launches, pricing strategies, and capital investments
• Assess the financial impact of various scenarios and strategic alternatives to support decision-making and risk management
• Identify and evaluate potential risks and opportunities, recommending actions to mitigate risks and capitalize on opportunities
• Monitor key financial metrics and indicators to proactively identify emerging risks and opportunities
• Identify opportunities to streamline financial planning and analysis processes, improve accuracy, and enhance efficiency
• Implement best practices in FP&A methodologies, tools, and processes to optimize decision-making and resource allocation
• Continuously evaluate and enhance forecasting models and methodologies to improve forecast accuracy and reliability

Benefits

• Unlimited PTO
• Remote first company (fully remote)