Senior Financial Analyst

Advisors, operations, compliance and technology teams total roughly 800 people.

The role

Fox Valley Planning Group is hiring a Senior Financial Analyst to work remotely from Australia. Joining the Commercial Finance team in Adelaide, reporting to the FP&A Manager. The company is based in Greensboro, the US. Our team works from several countries. We hire in Australia through an employer of record, so this is a regular full-time job with local payroll and statutory benefits. You will need at least 4 hours of overlap with US Eastern time.

Your responsibilities

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

Minimum qualifications

• 5+ years of FP&A, corporate finance or public accounting experience
• Comfortable presenting to non-finance managers
• Working knowledge of accounting and how the three statements connect
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Strong attention to detail in large models

Nice to have

• Adaptive Planning, Anaplan or Planful experience
• SQL for pulling your own data
• Power BI or Tableau
• SaaS metrics experience (ARR, churn, LTV)

Perks and benefits

• Public holidays observed per your country
• Flexible hours
• Annual learning budget
• Performance bonus
• Co-working space stipend
• 20 days paid time off
• Annual team retreat

Applications close when we find the right person, so get in early.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Fox Valley Planning Group.