Financial Analysis Lead Analyst - Verity Solutions - HYBRID

POSITION SUMMARY

The Financial Analysis Lead Analyst primary responsibilities will be:


* Actively manage the Sales commission process and reporting, as well as address interactions and questions from Sales Directors.

Continually improve the process and downstream reporting.


* Revenue management: Monthly reporting customer base, updates (new sales, terminations, and implementations).

Assist in the tracking of customer pricing renewal updates.


* Month-end close, including financial reporting and variance analyses.


* Support the various FP&A processes, including annual budgeting, capacity/resource planning, financial modeling, identifying risks and opportunities, KPI tracking, multi-year planning, and variance analysis.


* Assist in the transformation change of financial data management from a manual "data processing" to an analysis work environment.

Advanced excel skills required, Tableau or Microsoft BI a plus.


* Special projects that require interaction with different parts of the company and customers or vendors.

ESSENTIAL FUNCTIONS


* Manage large datasets, analyze and interpret complex financial data.

Utilize independent judgment and discretion to correct and connect customer data into consolidated tables using advanced Excel skills.


* Identify key issues and provide recommendations on how financial data structure should be improved.


* Work with Operations, IT and Sales teams closely with system leads toward data solutions that not only benefit Finance but also Verity customers.


* Track sales values and actual implementations of sales values to determine commission adjustments.


* Provide Management with consolidated data vital to the decision-making process, including escalating issues in a timely manner.

Conduct complex financial analysis projects.


* Support a variety of key initiatives such as annual planning, budgeting, headcount planning, financial modeling, financial reporting, forecasting, and performance reporting.

Develop and improve financial analysis and forecasting analytical methodologies.


* Provide financial guidance on risks and opportunities.


* Analyze financial statements to ensure accuracy and completeness.


* Evaluate, monitor, improve, and document internal controls.

Ensure compliance with legal guidelines and established GAAP.

Support activities with external auditors.

QUALIFICATIONS


* Bachelor's degree in Finance, Accounting, or other related field.

M BA preferred but not required.


* A dvanced skills with Microsoft Excel, data management, and financial systems.


* Ability to work in unstructured data environments, with a strong will and desire for structure and change.


* 3+ years of relevant experience in financial analysis, accounting, or related experience.


* Strong analytical skills to interpret and evaluate financial results.


* High attention to detail and accuracy.


* Solid verbal and written communication ab...