Description:
NetDocuments is seeking a Sr. Financial Analyst. This role will report to the FP&A Director, GTM and will be a trusted business partner owning budgeting and forecasting processes. The person in this role will have significant exposure to the Finance leadership and other senior leaders of NetDocuments as well. The Sr. Financial Analyst will be a critical member of NetDocuments’ FP&A team, driving the Finance organization day to day and providing insight and analysis to inform decision making and support the growth in our business. The ideal candidate will have proven success in partnering cross-departmentally and at least 5 years of relevant experience in investment banking, private equity, or corporate FP&A.
What your contributions will be:
- Act as the rusted business advisor to the functional budget owners to understand revenue and expense forecasts and inputs during the monthly, quarterly, and annual budget and continuous forecasting processes
- Maintain all company forecasts, including short-term and long-term financial and KPI projections
- Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including data analysis and interpretation to understand and explain key drivers of results and preparation of monthly reports and quarterly Board of Directors reports
- Analyze financial results, distill key trends, assess current and future risks, and present key insights to senior leadership
- Create and maintain variety of corporate metrics, dashboards, and reports to drive insight and action and support internal and external stakeholders
- Extract incremental value out of existing systems and help implement new systems to support forecasting and data analysis requirements
- Partner with sales and marketing organizations to develop new reporting to support go-to-market strategies
- Manage projects with stakeholders to make data-driven decisions on topics including:
- Forecasting
- Growth/churn strategy
- General process improvement
- Various sales & marketing ad hoc reporting
- Other duties as assigned
Required experience and education:
- BS/BA in Finance, Accounting, Economics, Mathematics or equivalent practical experience. MBA preferred but not required
- 5+ years of relevant experience including investment banking, private equity and corporate FP&A
- Experience at software company, especially in a complex, global, public company environment is preferable but not required
- Strong analytical skills, including superior financial modeling, general financial reporting and management accounting skills to inform decision making
- Advanced Excel and PowerPoint skills
- Technology – Experience working with systems like Salesforce, NetSuite, Adaptive Insights and/or other BI tools preferred but not required
Benefits
- 90% healthcare premiums company covered
- HSA company contribution
- 401K match at 4% with immediate vesting
- Flexible PTO (typically 3 to 4 weeks a year)
- 10 paid holidays
- Monthly contributions for wellness
- Access to LinkedIn Learning with monthly dedicated time to explore