Principal Finance Analyst

5 days ago

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MeridianLink

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technology • financial services • banking • loan origination system • Loan Origination

501 - 1000 employees

Founded 1998

💳 Fintech

🏦 Banking

☁️ SaaS

💰 $485M Post-IPO Debt on 2021-11

Description

• The Corporate Finance team is seeking a finance professional to provide financial and strategic insights to drive decision making and support all Corporate Finance processes, internal and external reporting as well as partnerships across the organization. • This is an excellent opportunity to join a dynamic organization in an impactful role which includes frequent interaction with leaders across the business. • We are looking for a candidate with proven experience in financial analysis, business planning, and reporting. • The ideal candidate will have a strong understanding of accounting principles and demonstrate a strong ability to effectively communicate financial information to senior management. • This highly visible role is 100% remote and reports to the Vice President, Corporate Finance. • Responsibilities will include, but are not limited to the following: Prepare, manage and review monthly Corporate reporting and forecasting processes as well as annual operating plan and long range planning cycles. • Analyze drivers of financial performance and prepare financial metrics and financial performance reports to drive decision making. • Act as a strategic partner to key stakeholders across the business, providing recommendations to enable decision-making. • Provide regular and ongoing updates for senior leadership on status of the business and key performance drivers. • Support CFO, Head of Investor Relations and other business leaders with ad-hoc requests. • Identify and lead initiatives to continuously improve, automate and scale forecasting and reporting tools, processes, and methodologies. • Support preparation of Executive and Board presentations, progress monitoring, and monthly/quarterly financial close activities. • Build and maintain infrastructure to forecast company balance sheet. • Demonstrate deep functional based analysis of cash activity to forecast and calculate Non-GAAP free cash flow, and analyze working capital drivers to improve cash flow. • Support Quarterly Earnings preparation process. • Design and develop scalable and optimized Anaplan models for business operational needs and ad hoc analysis. • Maintain Anaplan models including data integrations, calculations and reporting. • A successful candidate will possess sound strategic perspective, business judgment and a clear understanding of financial statements, with financial story-telling capabilities and a collaborative working style. • The ability to manage stakeholders through clear communication and cross-functional relationships is extremely important. • Additional success factors include demonstrating strong intellectual curiosity, a passion for achieving practical business impact, exceptional interpersonal skills, and integrity.

Requirements

• Candidates for this position will have 3+ years of progressive finance and experience. Exposure to SaaS business models is preferred. • Bachelor’s degree in Business, Finance, or Accounting. Master’s degree is a bonus. • Strong analytical skills with proven proficiency in financial modelling and experience manipulating large data sets from various sources, interpreting data trends, and extracting business insights • Demonstrated experience in utilizing knowledge of accounting and forecasting concepts in developing financial projections with full sets of financial statements • The ability to listen actively and ask relevant, incisive questions as well as confident, independent thinking that communicates an analytic point-of-view to finance and business partners • Polished communications skills including an ability to understand complex matters and analyses, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations especially at exec level • Experience influencing, training, mentoring and leveraging one’s skills and others to achieve objectives in a cross-functional and matrix organizational environment • Solid working experience with tools like Anaplan and Netsuite • Customer focused mindset with the energy and desire to effectively collaborate and influence across a large organization; including working with all levels and with remote team members.

Benefits

• Stock options or other equity-based awards • Insurance coverage (medical, dental, vision, life, and disability) • Flexible paid time off • Paid holidays • 401(k) plan with company match • Remote work