Consulting Senior Financial Analyst

Summary of Position

As a Consulting Senior Financial Analyst, you will play a crucial role in assisting clients during periods of change, transition, and growth through hands-on Financial Planning and Analysis services. Partnering with members of the PlusPoint and client teams, you will deliver value-added financial plans, models, and analysis as dictated by the client situation and needs. Your clients will range from the scrappy start-up, looking to develop a financial model to support early fundraising, to the established company, seeking analyses in support of strategic initiatives and business decisions. Areas of focus include:

• Developing, enhancing, and delivering financial plans and models as well as executive summaries that assist in telling the client’s story
• Preparing ad-hoc analyses and providing value-added insights in support of strategic initiatives and business decision-making
• Managing monthly and other periodic budget versus actual reporting and providing insightful variance analysis reports
• Developing and reporting client appropriate KPIs and metrics
• Preparing materials for Board, investor, and other stakeholder communication on financial expectations and results
• Evaluating existing forecasting tools and processes, recommending and delivering improvements
• Develop proforma and other analysis relating to potential mergers and acquisitions
• Partnering with other team members to identify and deliver appropriate digital systems and system related product offerings
• Mentoring PlusPoint and client personnel to increase understanding of business planning processes and cadences, KPIs and metrics, and value of measuring actual vs. plan/forecast results
• Collaborate with partners and executive consultants on developing and implementing strategic goals in the planning & analysis and systems product lines

Measures of Success

The requirements of every client engagement vary. Your success will be measured by your ability to:

• Develop and maintain the trust and confidence of clients, team members and other partners while often working from a remote location
• Work cooperatively and collaboratively with PlusPoint and client team members to achieve desired outcomes
• Self-start and self-direct activities, including ongoing adjustment of activity priorities, among multiple clients and multiple and varied projects.
• Effectively communicate with client personnel at multiple levels in the organization, including mobilizing and managing internal resources toward achieving committed outcomes and deadlines.
• Assess current state of client FP&A operations and recommend and deliver improvements for sustained results
• Identify opportunities to improve existing planning and reporting processes, obtain client-side support, and implement recommendations and improvements in a timely and cost-effective manner
• Deliver high quality results, including financial reports, metrics, operating plans, etc., within established timelines and budgets
• Effectively manage, mentor, and coach client and PlusPoint team members
• Complete other project-based deliverables as required

Competencies, Values, and Beliefs

People at are the core of what we do and we seek individuals who will honor and uphold the culture and personality of PlusPoint. To succeed as a Consulting Senior Financial Analyst, you will possess the following competencies, values, and beliefs:

• Dedication to building relationships, direct and positive communication, and to helping others succeed
• Ability to see the world through the eyes of our clients, understand their problems, and offer solutions and deliver high-quality results that meet their needs
• Intellectual curiosity and a can-do attitude that proactively seeks a solution to every problem
• Energized by meaningful and challenging work
• Commitment to working as a member of a team and the ability to quickly gain the trust, confidence and respect of peers, clients, and other partners
• Constantly seeking to expand your knowledge and perspective by seeking different points of view
• Self-starter who can work effectively in a self-directed, dispersed work model
• Ability to adapt to changing environments and to quickly identify priorities and act appropriately
• Flexibility to manage deliverables with competing priorities across multiple clients in differing industries and at different stages
• Highly ethical standards of conduct

Knowledge, Experience and Education

• Minimum 7 -12 years of experience obtained through increasingly responsible positions in business financial planning, reporting, and analysis across multiple industries and a variety of small to large corporations
• Demonstrated ability to establish effective working relationships across all levels of organizations
• Outstanding business acumen, analytical skills, and understanding of business operations
• Demonstrated passion for consulting as evidenced by mindset of taking personal satisfaction for helping others, self-management of your workload and being able to adapt to various types of organization’s needs and requirements
• Knowledge of accounting, revenue recognition, financial statements, and analysis concepts and practices
• Advanced knowledge of Excel, automated financial and reporting systems, other Microsoft Office products, and other tools commonly used by accounting and finance teams
• Demonstrated experience gathering reporting requirements and generating complex financial models, reports and executive level summaries/dashboards
• Exceptional written and verbal communication skills, including the ability to simplify and communicate complex financial issues to executives and peers in a manner that achieves buy-in/gains acceptance
• Ability to work through and guide others through ambiguity
• Experience developing three statement financial plans and forecasts, cash forecasts, and financial and operating metrics
• Bachelor’s degree in Finance/Accounting; CPA or MBA a plus
• SaaS experience a plus