Principal Finance Analyst

March 8

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MeridianLink

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MeridianLink is a leading provider of SaaS solutions for financial institutions, specializing in loan origination systems and digital transformation technologies. Their end-to-end platform enhances digital experiences through integration with mortgage LOS, deposit account opening solutions, and more. MeridianLink's cloud-based systems improve efficiency in loan processing and collections, data-driven decision-making, and account management. The company collaborates with partners to expand market reach and drive growth in the fintech industry. With over 25 years of experience, MeridianLink is dedicated to supporting banks, credit unions, and other financial service providers through technology and business intelligence.

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 Director, Strategic 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.

🎯 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

•Potential For 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