Financial Analyst

Regulatory oversight is constant, and the compliance department is one of the largest in the company. Ochrepoint manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

Role overview:

We are adding a Financial Analyst to our Finance team. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. You can work from home anywhere in the US. We have no office requirement. Normal business hours, Monday to Friday, with some flexibility. We use Slack, Notion and Google Meet. Cameras on for team calls.

Main duties:

• Present monthly results to operating leaders and explain key drivers
• Partner with department heads to understand spending and headcount plans
• Track headcount and payroll costs against plan
• Update KPIs such as gross margin, CAC and revenue per employee
• Build and maintain the annual budget and quarterly forecast models
• Support board deck preparation with charts and commentary
• Improve forecasting processes and cut manual steps out of the model
• Reconcile forecast data with accounting after close

What you need:

• 2-4 years of FP&A, corporate finance or public accounting experience
• Bachelor's degree in finance, accounting or economics
• Working knowledge of accounting and how the three statements connect
• Experience building budgets and forecasts
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Clear written commentary for monthly reporting

Preferred qualifications:

• CPA, CFA Level I or MBA
• Adaptive Planning, Anaplan or Planful experience

Starting pay: $91,000 - $111,000 a year, depending on experience and certifications.

Why work with us:

• Health insurance
• 401(k) with a 100% match up to 5%
• Paid sick leave
• Gym membership reimbursement

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Ochrepoint.