FP&A Analyst

Summary

Join Zilliant's Finance Team as an FP&A Analyst, a critical role involving analytical modeling and financial analysis. You will provide financial insights and projections for decision-making and planning, working closely with accounting and business teams. Responsibilities include coordinating key operating metrics, assisting with financial forecasts and budgeting, analyzing P&L aspects, and enhancing the financial planning system. The ideal candidate possesses 2-4 years of experience in finance or accounting with forecasting, planning, and analysis skills, advanced Excel and PowerPoint knowledge, and understanding of accounting principles. Zilliant offers a full benefits package, generous PTO, monthly Zen Days, comprehensive parental leave, VTO, and flexible work arrangements.

Requirements

• 2-4 years of experience in finance or accounting roles focused on forecasting, planning, and analysis. Knowledge of software and/or a SaaS business model is required
• Advanced MS Excel and PowerPoint knowledge with some knowledge of Business Intelligence Systems (Power BI, Tableau, SQL), as well as other ERP (NetSuite) and CRM systems (Salesforce)
• Advanced modeling, forecasting, budgeting, and financial analysis abilities
• Deep knowledge of accounting/financial/operational principles
• Full understanding of complete P&L and Balance sheet as well as Cash flow statement
• Experience with databases, Financial Planning tools (Vena Solutions)

Responsibilities

• Coordinate with various functional areas of the business to provide key operating metrics (KPIs) and other performance measurements to facilitate timely and effective business decisions on a daily, weekly, and monthly basis as appropriate
• Assist with the development of periodic financial forecasts for review with executive management and the Board of Directors
• Assist with the annual budgeting process, including development, documentation, training, timetables, and presentations
• Analyzes all aspects of P&L including revenue, bookings, and margin results as well as operating expenses for payroll, variable commission and bonus compensation, and all other operating expenses. Provides this analytical support on a monthly, quarterly, annual, and ad hoc basis
• Assis with the development and enhancement of the financial planning system (Vena Solutions)
• Assist with the development and management of sales compensation plans

Preferred Qualifications

• Detail oriented
• A strong relationship builder who can work effectively with business partners and cross-functional teams at all levels of the organization, including executive and group leadership
• Knowledgeable of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Zilliant to ensure adherence in a manner that reflects honest, ethical and professional behaviors

Benefits

• Full benefits package including medical, dental, and 401k plans with a company match
• Generous Paid Time Off (PTO) policy to ensure a solid work/life balance
• Monthly Zilliant Zen Days to rest and recharge
• Comprehensive parental leave to provide time to bond with new family members
• Volunteer Time Off (VTO) policy to give back and contribute to your local community
• Remote or Hybrid work schedule, depending on team and personal preferences