Senior Financial Analyst FP&A

Avetta

Avetta

IT, Accounting & Finance
Houston, TX, USA
Posted on Wednesday, June 19, 2024

Avetta’s SaaS platform connects the world’s leading organizations with qualified suppliers, contractors, and vendors. We bring unmatched visibility to companies through cloud-based technology and human insights. As a result, we foster sustainable growth for businesses and their supply chains. Our SaaS subscription software is used by 85k+ active customers in over 100 countries.

SUMMARY:

Avetta is seeking a high energy and experienced Financial Planning & Analysis Senior Analyst to lead analysis, planning system enhancements, forecasting, and serve as a cross functional business partner. The role will use data to deliver actionable insights, collaboration to understand business drivers, and relationships to deliver outcomes that help Avetta scale and ultimately deliver value to shareholders. The FP&A Senior Analyst will partner with Avetta’s business leaders to develop strategic targets, track progress vs. goals, monitor lagging and leading indicators, provide actionable insights and decision support, and deliver balanced, achievable budget & forecasts.

This role will play a key role in planning and reporting, developing driver-based forecast models, delivering on digital transformation initiatives, and supporting with investment decisions.

The ideal candidate will have experience in a high-growth SaaS business, operated in an environment with public company rigor, and hands-on experience with planning systems. Experience in FP&A, Consulting, or Operations Finance; and demonstrated track record in partnering with business leaders, data driven decision making, systematizing analysis/reporting, and process improvement are strongly preferred.

RESPONSIBILITIES:

  • Metrics & Reporting:
    • Define and implement key performance indicators (KPIs) and metrics to measure the company’s performance
    • Develop reporting and analytics mechanisms to track and monitor performance, provide timely, accurate and efficient flow of information to various stakeholders
    • Play a key role in developing narratives (focusing on the why) and presentations for business reviews, and monthly/quarterly meetings
  • Financial Analysis:
    • Provide insightful financial analysis, story-line on business results (the why), and actionable insights that drive decision-making
    • Collaborate with cross-functional teams (R&D and G&A) to support strategic initiatives, drive efficiency, and optimize investments
    • Conduct scenario analysis and sensitivity testing to assess risks and potential impact on financial outcomes
  • Forecasting, Budgeting & Long-Range Planning:
    • Play a key role with forecasting, budgeting, and planning efforts, ensuring transparent and achievable targets, alignment with overall company objectives, and assess risks and opportunities
    • Develop and refine driver-based and 3 financial statement modeling, fostering a culture of systemization, excellence and continuous improvement
    • Collaborate with the various businesses' stakeholders to identify trends and opportunities, understand key strategic areas of development, resources required, and translate them into a solid financial plan

EXPERIENCE / PERSONAL CHARACTERISTICS:

  • 5 years of direct applicable experience with time spent in FP&A, Operations Finance, Revenue Operations, or Consulting within a SaaS company
  • Pride in analytical & financial modeling skills and enjoys tackling complex business problems and driving actionable recommendations
  • Strong business instincts, poised communicator, and not hesitant to voice point of view
  • Operates at multiple altitudes, manage through ambiguity, complete projects end-to-end, and prioritize workload of team and self
  • Problem solver, change agent and keen attention to detail, while balancing progress vs. perfection
  • Maintains the highest ethical standards: integrity, credibility, and character
  • Track record of maintaining strong relationships and communicating with a wide range of partners
  • Knowledge of best practices and trends in FP&A within a SaaS or Subscription business
  • Hands-on working experience with data management and BI Tools, including leading cross-functional digital implementation projects

METRICS THAT MATTER:

  • Accuracy of forecasts, budgets, analysis, and inputs into strategic decisions
  • Improved analytics and insights via leveraging systems
  • Consistently delivers and takes ownership of meeting timelines
  • Active engagement with cross-functional stakeholders