Senior Financial Analyst

Summary

Join Entrata, a global leader in property management software, as a Financial Planning & Analysis (FP&A) Analyst. You will partner with the Director of FP&A and other teams to contribute to strategic and financial planning processes, including budgeting, forecasting, and model creation. Responsibilities include providing FP&A support for various functions, managing rolling forecasts in Adaptive Planning, communicating financial results, developing financial reporting, and collaborating on strategic initiatives. You will leverage data and analytics tools like Domo to provide insights to business partners. This role requires 3+ years of progressive financial experience, preferably in SaaS, strong analytical and quantitative skills, and expertise with Adaptive and Domo software. A Bachelor's degree is required, with a degree in Accounting, Finance, or Economics preferred. Entrata offers a flexible and transparent culture with remote and hybrid work options, comprehensive benefits, and wellness initiatives.

Requirements

• 3+ years of progressive financial experience (preferably within SAAS)
• Excellent analytical and quantitative skills (including advanced model building)
• Strong understanding of SAAS and unit economics
• Proven ability to build strong working relationships with senior executives and department heads as an objective and trusted advisor
• Advanced Microsoft Excel and PowerPoint skills
• Experience with multi-national companies
• Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders
• Attention to detail and good time management skills
• Expertise with Adaptive and Domo software (2+ years)
• Bachelor’s degree required; degree in Accounting, Finance, or Economics preferred

Responsibilities

• Partner with the Director of FP&A, broader FP&A team, accounting team and business leaders to contribute to our strategic and financial planning processes including supporting our tech-enabled services functions in preparation of an annual budget, rolling financial forecasts and creation and maintenance of financial planning models, systems and tools
• Provide FP&A support for various functions including business partnering, strategic support, data/analytics, headcount management and ad-hoc analysis
• Manage rolling forecast for supported functions in Adaptive Planning (planning software)
• Communication of monthly, quarterly and annual results including variance analysis to executive management and other business leaders
• Develop monthly financial reporting of key SAAS metrics and business drivers
• Collaboration with business leaders to provide analytical rigor and evaluation of strategic initiatives
• Use Domo to provide data and analytics for business partners
• Know how to interpret and write beast modes (SQL) in Domo; Create domo cards and dashboards to provide analytical insights to revenue and cost streams
• Maintain and update company instance of Adaptive Planning (FP&A planning software)
• Collaborate with other FP&A team members on cross departmental or ad-hoc projects (i.e. maintain the stock comp, fixed asset/depreciation, New ACV, product/vertical P/L’s, commissions forecast, etc.)

Benefits

• Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance
• Comprehensive medical, dental, and vision coverage , including fertility benefits, available for eligible employees and their families
• HSA/FSA options and employer-paid disability benefits provided for eligible employees
• Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security
• Wellness initiatives promoting physical and mental well-being , access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs
• Family-centric leave policies supporting new parents during significant life events
• Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community
• Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits
• Bi-annual swag drops for employees