Remote Strategic Financial Officer

Summary

The job is for a Strategic Financial Officer at Riverside Insights. The role involves leading financial projects, enhancing financial metrics, working with leadership teams to design budgets, ensuring accurate data, overseeing external reporting, and more. Requires finance degree, 2-5 years of experience, investment banking experience with SaaS companies, specific software knowledge, strong understanding of financial principles, M&A experience, data analysis skills, cross-functional leadership skills, and is remote or based in Atlanta or Chicago area.

Requirements

• Finance degree (4-yr) required, MBA or CFA preferred
• 2 – 5 years of experience
• Investment Banking experience with SaaS companies
• Knowledge of NetSuite, Snowflake, Tableau
• Strong understanding of financial principles, including budgeting, forecasting, financial analysis, and cost control
• M&A experience
• Experience and senior level mastery of data analysis and efficient acquisition of data across multiple platforms in a clear and concise way
• Proficiency in data analysis tools and techniques (customer wireframes, etc) to derive meaningful insights from financial data
• Ability to translate and communicate financial data into actionable business strategies
• Experience leading-cross functional efforts and projects with high quality and on-time delivery
• Resourceful in problem solving and comfortable navigating ambiguity
• High-level of intellectual curiosity regarding the business and senior level business acumen to apply and articulate the business story behind the financials
• Ability to work and lead cross-functionally to build consensus on the outlook for the vertical (forecasting) leveraging data insights and analysis
• Has a keen attention to detail and a commitment to rigorous iterative processing that drives a high level of financial and data accuracy
• Effectively communicates with all levels of leadership and individual contributors to clearly and concisely describe inputs needed and drive tight timelines
• Ability to work through- and bring structure to ambiguity, leveraging a consistent approach and methodology across all the business areas

Responsibilities

• Successfully lead and execute key financial projects
• Facilitate annual exit prep for the team including dry-runs, diligence activities, modeling, business overview and presentation materials
• Enhance financial metrics and reporting systems
• Work with the vertical leadership teams and departmental leaders to design and build a budget and 5-yr planning process that align with Riverside’s goals
• Ensure that all systems contain accurate consistent financial data
• Oversee the timely delivery of all external reporting
• Facilitate quarterly review meetings to adjust and refine financial forecasts, maintaining flexibility to adapt to changing business conditions
• Partner with Corporate leaders to generate expense forecasts/ budgets/ reporting items
• Train department heads and managers in understanding and using financial reports

Preferred Qualifications

MBA or CFA preferred

Benefits

• Medical, Dental, and Vision plans
• Company paid basic life and AD&D insurance
• Company paid short-term and long-term disability
• Supplemental life insurance options
• Company paid Employee Assistance Program (EAP)
• Retirement plan with discretionary company matching
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options
• Premium subscription to Calm for employee and dependents
• Company paid time off (PTO)
• 13 named holidays, 2 floating holidays, and 4 early-release half days
• Flexible work arrangements
• Work-from-home expense reimbursement
• Tuition Reimbursement Program
• Company orientation and 30/60/90 Day Onboarding