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Financial Analyst

Company: MindBody
Location: San Luis Obispo
Posted on: December 8, 2018

Job Description:

The--Financial Analyst--position--provides financial--planning and--analytic insights that inform and influence business decisions across the organizations. This analyst works closely with other teams and senior leadership. This person will provide data-driven forecasts and actionable recommendations to guide business strategies and tactics.--MINIMUM QUALIFICATIONS AND REQUIREMENTS:

  • BA/BS Degree in Finance, Business Analytics, or related discipline preferred
  • 2+ years of experience in a similar role in a high growth environment preferred
  • Operational knowledge of Sales and Marketing business units with a SaaS--or high-tech company preferred
  • Strong understanding and experience in--Financial P/L Planning, Reporting, and Analysis
  • Experience building--and interpreting Financial models
  • Understanding and experience in establishing--Key--Performance--Indicators
  • Demonstrated ability to partner with internal clients with a consultative approach
  • Ability to manage time effectively, set priorities and meet deadlines
  • Strong analytical mindset, highly organized
  • Strong--communication and presentation skills, particularly around data visualizations and summarizing results
  • Strong interpersonal skills, with the ability to work independently and within a team environment
  • Intermediate to advanced working knowledge of full Microsoft Suite--including--MS--Excel--(formulas, charting, data tables, modeling, forecasting/trend analysis, pivot tables)
  • Experience and knowledge of--Netsuite,--Adaptive,--Tableau--or similar reporting/financial tools--PRINCIPAL--DUTIES AND RESPONSIBILITIES:
    • Partner with and serve as a liaison to organizations--across the business,--with a primary focus on Sales and Marketing,--to support budgeting, forecasting, financial reporting, and business analytical needs
    • Collaborate with other--FP&A--analysts to provide analysis across the--business--as needed
    • Leverage data to understand our global business in depth by using advanced analytical tools to interpret data, identify trends, and translate analyses into recommendations to improve effectiveness and support business objectives
    • Develop--and maintain accurate tracking, capturing and reporting of key data and business metrics
    • Pro-actively monitor the business and report key insights on the business
    • Provide monthly and quarterly Financial P/L reports to business units
    • Be a key player in the month-end close review--
    • Consult with management to understand current and future business goals and strategies, and ensure that high-visibility reporting and analysis is aligned
    • Provide guidance around standardizing and implementing Dashboards/Scorecards to measure defined goals and strategies
    • All other duties as assigned----

      Keywords: MindBody, San Luis Obispo , Financial Analyst, Professions , San Luis Obispo, California

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