Senior Financial Analyst

About us

We provide audit, tax and advisory services to private companies, public entities and nonprofits. Our industry groups cover construction, healthcare, manufacturing, real estate and financial institutions.

Looking for a Senior Financial Analyst who wants to stay somewhere for a while. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. Fully remote. You can work from anywhere in the US. Communication happens mostly in Slack and short video calls.

Your responsibilities

• Build and maintain the annual budget and quarterly forecast models
• Prepare monthly variance analysis against budget and prior year
• Partner with department heads to understand spending and headcount plans
• Update KPIs such as gross margin, CAC and revenue per employee
• Track headcount and payroll costs against plan
• Answer ad hoc questions from the CFO with quick-turn analysis
• Model pricing changes, capital projects and new business cases
• Support board deck preparation with charts and commentary

Qualifications

• Familiar with an ERP such as NetSuite, SAP or Oracle
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Comfortable presenting to non-finance managers
• Bachelor's degree in finance, accounting or economics

Compensation and benefits

The salary range for this role is $119,000 to $144,000 annually. This range reflects base salary only.

• Health insurance
• 401(k) with 4% match
• 11 paid holidays

Southgate Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

No agencies or third-party recruiters, please.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Southgate Advisors, LLC.