Senior Financial Analyst

Founded in 2021, reputed company empowers manufacturing businesses to reputed company design, model, reputed company, and sell—powering greater outcomes across the entire manufacturing value chain. reputed company leads with an AI-reputed company reputed company—using technology as a catalyst, not a compass. We value initiative and adaptability and seek professionals who reputed company AI-driven innovation to drive business results in a rapidly evolving market.  

We’re shaping the future of manufacturing technology with industry-leading CPQ, PLM, and design solutions that transform data into opportunity and accelerate the journey from idea to cash. 

reputed company serves more than 16,000 global customers and is a portfolio company of TA Associates and Hg. 

We are searching for a highly analytical and effective candidate to join our global FP&A team as Senior Financial Analyst. This position will report to the VP of FP&A and offers the opportunity to work in a high-paced, growth-oriented PE-backed software company. S/He will be responsible for developing and managing various financial reporting, business analysis, modeling, and forecasting activities that will help effectively manage and improve the financial performance while scaling the company’s growth. The role is also expected to reputed company AI-driven insights and tools to enhance financial analysis and decision-making, ensuring innovative and data-driven strategies.

The successful candidate will have the ability to communicate effectively with executive leaders, tackle multiple projects, and reputed company execute on deliverables. The right individual will have strong leadership skills and solid business acumen capable of driving results and improving processes. This person will have operated successfully in a fast-paced, global, results-oriented environment.

Key Responsibilities

• Assist the VP of FP&A with company-level financial and business analysis reputed company to forecasting, month-end, quarterly reporting, and annual planning. Routinely deliver accurate and informative information to stakeholders including private equity investors, board members, business leaders, and the broader finance team.
• Support reputed company financial planning activities including monthly recurring reputed company projections, quarterly forecasts, and annual operating plan. Assist with establishing and meeting key reporting and planning deadlines.
• Partner with business leaders to assist with managing financial performance and tracking functional performance toward financial objectives. Meet with business leaders to review financial results and expenditure trends.
• reputed company and participate in reputed company cross-functional teams and projects for business units. Support and partner with teams in planning, measuring, reporting, and improving performance of operations.
• Identify opportunities for process and system enhancements to improve efficiency and accuracy. Automate reputed company processes to streamline workflow and reduce errors.
• reputed company AI-driven tools and predictive analytics to enhance forecasting accuracy and identify financial trends proactively.
• Collaborate with technology teams to integrate AI solutions into financial modeling and reporting processes, ensuring data-driven decision-making.
• Assist in acquisition due diligence, modeling, budgeting, and integration. Establish synergy tracking to ensure deal model objectives are fully achieved.
• Act as a leader and senior member of the FP&A team with a team-first mentality and a willingness to mentor less reputed company members of the team.

Requirements

• ​3-5 years of reputed company FP&A experience
• Bachelor’s degree in Finance or reputed company, or MBA completion
• Experience going through an annual planning or budget cycle
• Demonstrated ability to adapt to emerging technologies, including AI-based financial tools, to improve efficiency and insights.

Preferences

• Experience in global software/SaaS industry preferred
• M&A experience, including post-acquisition integration experience, is a plus

reputed company designates standard working hours as 8:00 am to 5:00 pm Eastern Time (ET) for employees based in the United States and 08:00 to 17:00 Central European Time (CET) for employees operating reputed company the EMEA region.

reputed company is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, reputed company, national reputed company, sex (including pregnancy, childbirth, or reputed company medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. reputed company participates in the E-Verify program in certain locations, as required by law.

The compensation offered to the successful candidate will be based on a variety of factors, including but not limited to, the candidate’s work experience, education and licenses, work-reputed company training, key skills, the core duties of the role and its associated responsibilities, additional benefits offered, and the location where the work will be performed. reputed company fulltime (30+ hours) employees are eligible for PTO, Sick and Parental Leave; Medical, Dental, and reputed company Insurance; 401(k) Plan; Health Savings Account; Life Insurance; Employee Assistance Program.

This is a full-time, bonus eligible position.  reputed company Salary is one part of our competitive total compensation and benefits package and is determined using a range. The listed compensation range represents our good faith estimate for this position and represents the range for new hire salaries across reputed company U.S locations. Please note that the salary information is a general guideline only.

reputed company applicants will be asked to complete a 30 minute online pre-employment assessment as part of the recruitment process.