Senior Financial Analyst, FP&A

About the position

NextGear Capital is seeking a Senior Financial Analyst whose primary roles will be supporting financial planning, reporting, analysis, and modeling for the company. The Financial Sr. Analyst will assist with budgeting and forecasting processes, analyzing financial statements, creating variance analyses, developing financial models, providing various ad hoc analyses, and performing research and analysis as required. This role will also support the NextGear Lending group by providing analytics and creating metrics to drive effective growth through Lending. Successful candidates will have a solid understanding of financial modeling, financial statements, variance analysis, and reporting key business drivers. Candidates must have the ability to operate and work across functional groups. In addition, the candidate must be able to effectively communicate financial results and analysis outputs to all levels of the organization, including senior leadership.

Responsibilities

• Assisting with budgeting and monthly forecast creation.
• Analyze financial results and present to Finance leaders.
• Work closely with Finance and communicate objectives regarding annual budget.
• Create, rebuild, audit, test, distribute and track financial models, reports and dashboards.
• Supporting goal/quota setting for various departments of the company.
• Analyze large amounts of data and then repackage, simplify, and determine key takeaways from the results.
• Understand and report on key business drivers.
• Complete special projects and prepare ad hoc analysis and reports as needed.
• Provide finance support for various departments with a focus on Lending.

Requirements

• Bachelor's degree in Finance, Accounting or Economics and 4+ years of business experience with a strong focus in financial planning (budget/forecast), financial analysis and business case modeling.
• A candidate may also have a Master's Degree with 2+ years of experience or a Ph.D. with 1+ year of experience.
• A non-degreed candidate will need 8+ years of experience.
• Expert knowledge of Microsoft Word, Excel, PowerPoint.
• Excellent interpersonal, leadership, presentation, and collaborative skills to work effectively with teams throughout organization.
• Solid written and verbal communication and presentation skills with consistent attention to detail and solid organizational skills.
• Demonstrated analytical ability and high degree of intellectual curiosity with a track record of delivered results.
• Experience with budgeting/forecasting applications and reporting cubes (e.g. OneStream, Hyperion, Tableau) is a plus.
• Highly motivated with ability to multi-task and work with minimal supervision in a fast-paced, deadline-oriented environment.
• Ability to flex to perform ad hoc analysis.

Nice-to-haves

• Experience with budgeting/forecasting applications and reporting cubes (e.g. OneStream, Hyperion, Tableau) is a plus.

Benefits

• The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations.
• Seven paid holidays throughout the calendar year.
• Up to 160 hours of paid wellness annually for their own wellness or that of family members.
• Additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.