Lead Financial Analyst

Staff accountants rotate across engagements in their first two years to see different industries. We provide audit, tax and advisory services to private companies, public entities and nonprofits.

Overview:

We need a Lead Financial Analyst. This is a full-time position based in Murfreesboro, Tennessee. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Hybrid. You will need to be in Murfreesboro at least two days per week.

Responsibilities:

• Model pricing changes, capital projects and new business cases
• Partner with department heads to understand spending and headcount plans
• Present monthly results to operating leaders and explain key drivers
• Support board deck preparation with charts and commentary
• Prepare monthly variance analysis against budget and prior year
• Develop dashboards in Power BI or Tableau for leadership
• Pull data from NetSuite, Salesforce and the data warehouse
• Reconcile forecast data with accounting after close

Minimum qualifications:

• 8-10 years of FP&A, corporate finance or public accounting experience
• Comfortable presenting to non-finance managers
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Experience building budgets and forecasts

Preferred:

• SaaS metrics experience (ARR, churn, LTV)
• Manufacturing cost analysis
• Adaptive Planning, Anaplan or Planful experience

Starting pay: $123,000 - $168,000/year, depending on experience and certifications.

What we offer:

• Health insurance
• 401(k) with 4% match
• Paid parental leave

Taylor Certified Public Accountants is an Equal Opportunity Employer, including disability and protected veteran status.

Start dates are flexible, usually within a few weeks of an offer.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Taylor Certified Public Accountants LLC.