Principal Finance Analyst

Summary

Join MeridianLink's Corporate Finance team as a Finance professional contributing financial and strategic insights to drive decision-making. This impactful, fully remote role involves frequent interaction with leaders and requires proven experience in financial analysis, business planning, and reporting. You will prepare and review monthly corporate reporting, analyze financial performance, and act as a strategic partner to stakeholders. The ideal candidate possesses strong analytical skills, excellent communication abilities, and experience with tools like Anaplan and Netsuite. This highly visible role reports to the Vice President, Corporate Finance and offers a competitive salary and benefits package.

Requirements

• 3+ years of progressive finance and experience
• Bachelor’s degree in Business, Finance, or Accounting
• Strong analytical skills with proven proficiency in financial modelling and experience manipulating large data sets from various sources, interpreting data trends, and extracting business insights
• Demonstrated experience in utilizing knowledge of accounting and forecasting concepts in developing financial projections with full sets of financial statements
• The ability to listen actively and ask relevant, incisive questions as well as confident, independent thinking that communicates an analytic point-of-view to finance and business partners
• Polished communications skills including an ability to understand complex matters and analyses, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations especially at exec level
• Experience influencing, training, mentoring and leveraging one’s skills and others to achieve objectives in a cross-functional and matrix organizational environment
• Solid working experience with tools like Anaplan and Netsuite
• Customer focused mindset with the energy and desire to effectively collaborate and influence across a large organization; including working with all levels and with remote team members

Responsibilities

• Prepare, manage and review monthly Corporate reporting and forecasting processes as well as annual operating plan and long range planning cycles
• Analyze drivers of financial performance and prepare financial metrics and financial performance reports to drive decision making
• Act as a strategic partner to key stakeholders across the business, providing recommendations to enable decision-making
• Provide regular and ongoing updates for senior leadership on status of the business and key performance drivers
• Support CFO, Head of Investor Relations and other business leaders with ad-hoc requests
• Identify and lead initiatives to continuously improve, automate and scale forecasting and reporting tools, processes, and methodologies
• Support preparation of Executive and Board presentations, progress monitoring, and monthly/quarterly financial close activities
• Build and maintain infrastructure to forecast company balance sheet. Demonstrate deep functional based analysis of cash activity to forecast and calculate Non-GAAP free cash flow, and analyze working capital drivers to improve cash flow
• Support Quarterly Earnings preparation process
• Design and develop scalable and optimized Anaplan models for business operational needs and ad hoc analysis
• Maintain Anaplan models including data integrations, calculations and reporting

Preferred Qualifications

• Exposure to SaaS business models
• Master’s degree

Benefits

• Stock options or other equity-based awards
• Insurance coverage (medical, dental, vision, life, and disability)
• Flexible paid time off
• Paid holidays
• 401(k) plan with company match
• Remote work