Principal Financial Analyst

$112,558 - $140,698/Yr

Rocket Software - Indianapolis, IN

posted about 2 months ago

Full-time - Senior
Indianapolis, IN
11-50 employees
Publishing Industries

About the position

The Principal Financial Analyst is a pivotal role within Rocket Software, responsible for providing comprehensive finance support to one of the company's Business Unit organizations. This position is integral to the Financial Planning and Analysis (FP&A) team, where the Principal Financial Analyst will deliver critical reporting and analysis on all aspects of the supported organization. The role requires a deep understanding of the Business Unit's goals and objectives, enabling the analyst to identify root causes of variances and provide insightful, fact-based data analysis and scenario modeling. This analysis is essential for telling the story of the business and supporting strategic planning processes. In this role, the Principal Financial Analyst will engage proactively with key leaders to enhance business insights by refining or developing new Objectives and Key Results (OKRs) or scorecards that promote organizational accountability and performance. The analyst will also drive and track cost reduction initiatives, assisting with business case development and analysis to inform product prioritization decisions. Furthermore, the position involves supporting the finance cadence of the business, which includes monthly reporting, rolling forecasts, and the annual budgeting/planning cycle, all in alignment with Corporate FP&A timelines. Clear communication of required deliverables and timely facilitation of reviews with senior leaders are critical components of this responsibility. The Principal Financial Analyst will also play a key role in driving innovation within the finance function by seeking opportunities to simplify reporting and delivery methods, thereby improving the efficiency and effectiveness of finance activities through automation. This role offers significant opportunities for growth and development within the organization, making it an exciting position for those looking to advance their careers in finance.

Responsibilities

  • Deliver monthly financial reviews to senior business and finance leaders, anticipating questions and advising on corrective actions based on financial insights.
  • Develop a deep understanding of the Business Unit's goals/objectives to understand the root causes of variances and provide insightful, fact-based data analysis and scenario modeling.
  • Support the strategic planning process for the Business Unit.
  • Proactively partner and engage with key leaders to drive improved insight into the business by refining or developing new OKRs or scorecards that drive organizational accountability and performance.
  • Drive and track cost reduction initiatives and assist with business case development and analysis to aid in product prioritization decisions.
  • Support the finance cadence/rhythm of the business for monthly reporting, rolling forecasts, and the annual budgeting/planning cycle in alignment with Corporate FP&A timelines.
  • Help drive innovation by actively seeking opportunities to simplify reporting and delivery methods to improve efficiency and effectiveness of finance activities through automation.

Requirements

  • Minimum of 7-10 years of Finance experience.
  • Minimum of 5-7 years of Financial Analysis experience.
  • Expert level of Excel knowledge with the ability to use pivot tables, complex formulas, and perform modeling.
  • Experience in Microsoft Office suite of products.
  • Experience with ERP and financial planning tools.
  • Demonstrated ability to manage to tight deadlines and prioritize workloads with a high degree of accuracy and minimal supervision in a fast-paced environment.
  • Demonstrated ability to work both strategically and at a detailed operational level.
  • Ability to quickly grasp new ideas and organize complex information.
  • Ability to explain concepts and processes to new team members.
  • Experience with moving from data gathering through focused analysis to clear, accurate, and compelling storytelling of key business drivers and insights.
  • Ability to provide executive-grade accurate financial data/information focused on driving business decisions.
  • Ability to deliver information to senior management with minimal supervision.
  • Curious, self-starter who consistently takes the initiative to address questions and build new processes/structures.

Nice-to-haves

  • Bachelor's degree in finance, accounting, or MBA.
  • 5-7 years of experience in the planning and analysis field working closely with senior management.
  • Experience with Salesforce, Oracle ERP, Planful, APEX a plus.
  • Experience working with engineering, sales, or business units a plus.
  • Experience working in the high-tech industry or for software companies.

Benefits

  • Extensive paid time off programs (paid holidays, sick, and unlimited vacation time)
  • Healthcare coverage options to fit you (and your family's) needs
  • Retirement savings, with matching contributions by Rocket Software
  • Life and disability coverage
  • Leadership and skills training opportunities
  • Two paid work days for off-site training
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service