Job Openings

Financial Analyst – Waltham

Job ID: BH398620

Category: Financial Analyst

Specialty: Accounting & Finance

Financial Analyst

How you’ll make a difference:

The Financial Analyst will work closely with the CFO, COO and Director of Operations in developing and maintaining the strategic and tactical financial plan for the company. You will research and analyze financial and operational information to help the company make well-informed business decisions. Initial responsibilities will include working with a cross functional team to enhance/create key performance indicators (“KPI”) and reporting for our SaaS business including both financial and non-financial information.

You will be integral to the clients success through:

  • Providing analytical, forecasting, reporting, and project support to senior management
  • Producing monthly reports, which include key metrics, financial results, and variance reporting
  • Performing ongoing variance/trend analysis among actual, budget and forecast targets
  • Assisting with in-depth periodic customer analysis including bookings, net expansion, churn and retention
  • Spearheading the annual and quarterly budgeting and forecasting processes
  • Identifying opportunities for performance improvement across the organization
  • Enhancing our Workday Adaptive Insight financial model to improve planning and decision-making capabilities

The ideal candidate will have:

  • Bachelor's degree in Finance, Accounting, or related field; MBA a plus
  • 2-4 years of relevant experience in corporate finance, financial planning & analysis, or other related fields, preferably with SaaS / Cloud industry experience
  • Strong working knowledge of Excel and financial modeling
  • Outstanding presentation, reporting and communication skills
  • Experience in working with Workday’s Adaptive Insights and Sage Intacct a strong plus
  • Excellent analytical, decision-making, and problem solving skills
  • Attention to accuracy and detail required

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Direct

Location: Needham, Massachusetts