Senior FP&A Analyst

Summary

Join Cority, a global leader in EHS software, and contribute to our innovative and values-driven culture. We offer competitive compensation and benefits, including health benefits, dental plans, a fitness allowance, and a retirement savings plan. This Financial Analyst role involves influencing key strategic decisions through rigorous financial analysis, partnering with senior leaders, and preparing comprehensive financial reports. You will build and maintain financial models, define key performance indicators, and communicate actionable insights. The ideal candidate possesses 5+ years of experience in financial analysis within a software company, strong analytical skills, and excellent communication abilities. Cority is committed to fostering a diverse and inclusive work environment.

Requirements

• 5 years of experience in financial analysis, modeling and reporting, preferably within a software or technology company
• Experience with software and tools (e.g., Microsoft Excel, NetSuite, OpenAir, and Salesforce)
• Knowledge of financial accounting, financial reporting and analysis
• Attention to detail and strong written and verbal communication skills
• Exceptional analytical capabilities and business acumen, with the ability to simplify and distill complex information in a rigorous but consumable way
• A proven ability to build strong collaborative working relationships with business partners; you are seen as a trusted and objective advisor
• An enthusiastic “roll up your sleeves” mentality to go deep into business analysis and understand details while managing Exec-level communication
• The ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
• Excellent problem-solving skills and demonstrated ability to work independently, analyze problems and data sets to make complex investigation decisions
• A keen analytical eye and experience building integrated models from scratch (in Excel or other planning applications)

Responsibilities

• Influence key strategic decisions and investments through rigorous financial analysis (e.g. foundational investments or business model shifts)
• Partner with senior leaders to understand their top priorities and align your strategic objectives accordingly
• Prepare monthly financial/operational KPI reports by department. Track performance against budget, identify cost-saving opportunities, and make informed recommendations to improve financial efficiency
• Work with revenue operations team to prepare weekly sales flash (i.e. Booking, Pipeline Coverage) and monthly operating reports (i.e., Software bookings analysis, Sales representative productivity)
• Build and own models for in-depth analyses, ensuring their quality, timeliness, and accuracy
• Define metrics and leading indicators of business performance. Partner with cross-functional teams to develop reporting to monitor these metrics
• Identify and communicate actionable insights based on financial analysis and reporting tied to business drivers
• Drive continuous process improvement, standardization, simplification and reporting enhancements
• Support the ongoing development of templates and automation efforts for Board and departmental reports, including efforts to enable self-serve reporting capabilities (via Vena or Power BI)
• Support annual budgeting and monthly forecasting processes, including data gathering and input
• Support and maintain internal/external metrics to help monitor operational activities and drive operational efficiency
• Ad hoc reporting and analysis as required

Preferred Qualifications

• Experience in Power BI and/or SQL queries is highly desired
• Industry Experience in SaaS is an asset

Benefits

• Competitive health benefits
• Dental plans
• Fitness allowance
• Health care spending account
• Retirement savings plan
• Work from home
• Subsidized internet
• Job enrichment
• Employee development
• Career planning
• Annual training allowance
• Internal Recruitment
• Departmental Conferences
• Group Training Programs
• High Talent Programs