Senior Financial Analyst

Who we are:

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.

We're looking for a Senior Financial Analyst to join our team. This is a remote role. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. This role is fully remote within the US. Normal business hours, Monday to Friday, with some flexibility. You need a reliable internet connection and somewhere quiet to work.

In this role you will:

• Support board deck preparation with charts and commentary.
• Partner with department heads to understand spending and headcount plans.
• Build and maintain the annual budget and quarterly forecast models.
• Present monthly results to operating leaders and explain key drivers.
• Improve forecasting processes and cut manual steps out of the model.
• Update KPIs such as gross margin, CAC and revenue per employee.
• Develop dashboards in Power BI or Tableau for leadership.
• Model pricing changes, capital projects and new business cases.

Who you are:

• 5+ years of FP&A, corporate finance or public accounting experience.
• Working knowledge of accounting and how the three statements connect.
• Clear written commentary for monthly reporting.
• Experience building budgets and forecasts.

Compensation and benefits:

The base pay range for this position is $109,000 - $148,000/year. Actual pay depends on experience, skills and location.

• Medical, dental and vision insurance.
• 401(k) with a 100% match up to 5%.
• Paid holidays.
• Flexible spending account.

Start: Immediately.

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