Financial Analyst

Vista Equity Partners - Coral Gables, FL

Full-time

Coral Gables, FL

Funds, Trusts, and Other Financial Vehicles

About the position

Allvue Systems is seeking a Financial Analyst to join our dynamic team in Coral Gables, Florida. As the leading provider of software solutions for the Private Capital and Credit markets, Allvue is committed to helping our clients achieve their financial goals through innovative technology. In this role, you will be at the forefront of financial analysis, working closely with cross-functional teams to provide critical insights that drive management decision-making. Your contributions will be essential in compiling, preparing, and consolidating budgets, forecasts, and variance reports, ensuring that our financial data is accurate and actionable. In this position, you will create driver-based planning models to assess the impact of various financial scenarios on profit and loss, as well as return on investment. You will also be responsible for generating revenue and expense analyses that inform strategic business decisions. Enhancing existing financial reporting dashboards and contributing to the development and implementation of new systems and tools will be key aspects of your role. At Allvue, we value individuals who are ambitious, creative, and eager to learn, and we encourage our team members to take initiative and own their outcomes. Working at Allvue means being part of a team that is revolutionizing the alternative investment industry. We foster a culture of collaboration, continuous improvement, and exceptional results. If you are ready to define your future and make a significant impact in the fintech industry, we invite you to apply for this exciting opportunity.

Responsibilities

• Compile, prepare, and consolidate budget, forecast, key driver, and variance reporting to support management decision making.
• Work closely with cross-functional business partners in providing planning support, and with the accounting team to ensure accuracy of financial data.
• Create driver-based planning models to assess P&L impact and return on investment.
• Create revenue and expense analyses and reports to inform business decisions.
• Enhance existing financial reporting dashboards and contribute to the development and implementation of new systems and tools.

Requirements

• Excellent analytical and financial modeling skills.
• Ability to effectively communicate and work cross-functionally.
• Detail oriented with strong time management skills.
• Ability to adapt to changing priorities and meeting deadlines.
• Analytical experience with income statements (balance sheet and cash flow a plus).
• Financial systems experience (such as NetSuite, Adaptive Insights, Oracle, Hyperion Essbase, SAP), and preference for database experience.
• 3 years of related finance experience.