Senior Financial & Operational Analysis Lead

Summary

Join LogicManager, a leading Risk Management Software company, as a Senior Financial and Operational Analysis Lead. You will play a key role in translating strategy into action, solving business challenges, and improving processes. This position involves supporting accounting, compliance, and financial reporting, collaborating with various teams, and driving better decisions. You will be responsible for designing and monitoring key business efficiency metrics, contributing to financial forecasts, conducting pricing analysis, and preparing financial reports. The ideal candidate possesses strong analytical skills, financial acumen, and a process-oriented mindset. This role reports directly to the Assistant Controller and offers a remote work environment.

Requirements

• BA/BS degree, preferably in Finance, Economics, or Accounting
• 5+ years of experience in financial operations, ideally with demonstrated expertise in financial planning and analysis (FP&A) and hands-on support of accounting processes
• Proficiency with BI tools, financial planning, analysis & reporting systems, Microsoft Excel & Google Sheets
• Comfortable working across teams and juggling inputs from multiple departments
• You have a sharp eye for details without losing sight of the big picture
• You're self-motivated, need a little direction, and are always eager to learn and grow
• You thrive in a dynamic setting and love working with a variety of teams in our fast-growing space
• Ready to tackle varied tasks in a lively setting and good at prioritizing on the fly
• Authorized to work in the US (sponsorship not available)

Responsibilities

• Partner with the accounting team on building and executing continuous improvements in the monthly financial processes, controls, and reconciliation of accounts (e.g., revenue recognition, accruals, deferred revenue)
• Support accounts payable (AP) and accounts receivable (AR) processes
• Support preparation of financial statements, participate in software capitalization procedures, and assist with ASC 606 and tax compliance
• Act as a secondary reviewer or preparer where needed, improving controls and supporting bandwidth during busy periods
• Design and monitor key business efficiency metrics to identify opportunities for new pricing models, cost optimization, and process improvements
• Leverage AI, existing systems, or implement new data analysis and visualization tools
• Contribute to short and long-term cash, operational, financial, and tax forecasts, including customer acquisition cost (CAC), annual recurring revenue, customer lifetime value (CLV), churn rates, sales variable compensation planning, and other operating and financial metrics
• Conduct comprehensive pricing analysis to optimize product and service segmentation and geographic pricing strategies, enhancing margin contributions and market competitiveness
• Prepare and present financial reports, highlighting trends, variances, and actionable recommendations to drive performance improvements utilizing advanced reporting tools, including NetSuite ERP, HubSpot, and DealHub
• Research and recommend other data management tools and programs to maintain action
• Stay updated on industry best practices and emerging financial technologies to continuously improve financial analysis and planning processes

Preferred Qualifications

• Experience in Saas industry
• Experience with NetSuite ERP
• Master's in Business Administration, Accounting, Finance, or Economics
• Professional certifications (e.g., CPA, CMA)

Benefits

• Competitive salaries
• 401(k) with matching
• Flexible paid time off
• 100% Remote Workforce