About the position
TrueFort is looking for an innovative and passionate analyst in financial planning and analysis (FP&A). An amazing human being that is strategically focused on developing a program that coincides with our company success. We are looking for you to partner with business leaders and individual contributors to develop and execute financial plans, analyze business performance, and provide insights to drive business decisions; as well as: building relationships internally, advocating for our employees' needs and aligning initiatives with our business goals. To succeed, you will need a flexible skill set, including the ability to think strategically, execute tactically, and collaborate across many teams, levels, and situations. You will report directly to the Chief Financial Officer and work closely with the CEO and COO.
Responsibilities
- Develop and maintain financial models to support the annual budget, long-range planning, and monthly forecasting processes.
- Analyze and report on key performance metrics, providing insights into business performance and trends along with project accounting.
- Collaborate with business partners to develop financial plans that support strategic initiatives.
- Provide ad-hoc analysis to support business decisions.
- Develop and maintain strong relationships with key stakeholders across the organization.
- Participate in the monthly close process, including preparing journal entries and analyzing variances.
- Provide support for external reporting, including preparing financial statements and supporting schedules.
- Continuously identify and implement process improvements to enhance the efficiency and effectiveness of the financial planning and analysis function.
Requirements
- Bachelor's degree in finance or accounting, MBA preferred.
- 2+ years of experience in financial planning and analysis along with metric tracking, preferably within the software industry.
- Strong analytical skills with the ability to develop and maintain complex financial models.
- Excellent communication skills with the ability to effectively communicate financial information to non-financial stakeholders.
- Strong attention to detail and ability to work in a fast-paced environment.
- Ability to work collaboratively with cross-functional teams.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Knowledge of financial systems such as QuickBooks, Microsoft Business Solutions (formerly Great Plains) Workday Enterprise Performance Management a plus.
