Strategic Financial Officer

July 27

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Riverside Insights

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Providing Insights That Elevate Potential

Assessment • Education • K-12 • Clinical and Special Needs • Psychology

201 - 500

Description

• Successfully lead and execute key financial projects • Facilitate annual exit prep for the team including dry-runs, diligence activities, modeling, business overview and presentation materials • Enhance financial metrics and reporting systems • Work with the vertical leadership teams and departmental leaders to design and build a budget and 5-yr planning process that align with Riverside’s goals • Ensure that all systems (NetSuite, CUBE, Snowflake, and Tableau) contain accurate consistent financial data • Oversee the timely delivery of all external reporting • Facilitate quarterly review meetings to adjust and refine financial forecasts, maintaining flexibility to adapt to changing business conditions • Partner with Corporate leaders to generate expense forecasts/ budgets/ reporting items • Train department heads and managers in understanding and using financial reports

Requirements

• Finance degree (4-yr) required, MBA or CFA preferred • 2 – 5 years of experience • Investment Banking experience with SaaS companies • Knowledge of NetSuite, Snowflake, Tableau • Strong understanding of financial principles, including budgeting, forecasting, financial analysis, and cost control • M&A experience • Experience and senior level mastery of data analysis and efficient acquisition of data across multiple platforms in a clear and concise way • Proficiency in data analysis tools and techniques (customer wireframes, etc) to derive meaningful insights from financial data • Ability to translate and communicate financial data into actionable business strategies • Experience leading-cross functional efforts and projects with high quality and on-time delivery • Resourceful in problem solving and comfortable navigating ambiguity • High-level of intellectual curiosity regarding the business and senior level business acumen to apply and articulate the business story behind the financials • Ability to work and lead cross-functionally to build consensus on the outlook for the vertical (forecasting) leveraging data insights and analysis • Has a keen attention to detail and a commitment to rigorous iterative processing that drives a high level of financial and data accuracy • Effectively communicates with all levels of leadership and individual contributors to clearly and concisely describe inputs needed and drive tight timelines • Ability to work through- and bring structure to ambiguity, leveraging a consistent approach and methodology across all the business areas

Benefits

• Medical, Dental, and Vision plans • Company paid basic life and AD&D insurance • Company paid short-term and long-term disability • Supplemental life insurance options • Company paid Employee Assistance Program (EAP) • Retirement plan with discretionary company matching • Flexible Spending Account (FSA) and Health Savings Account (HSA) options • Premium subscription to Calm for employee and dependents • Company paid time off (PTO) • 13 named holidays, 2 floating holidays, and 4 early-release half days • Flexible work arrangements • Work-from-home expense reimbursement • Tuition Reimbursement Program • Company orientation and 30/60/90 Day Onboarding