• Senior Financial Analyst

    Fusion Risk Management (Chicago, IL)


    The Role

     

    Fusion’s FP&A team is a business-critical, highly visible function that supports all revenue aspects of the Company’s financial strategy and operations. This is a growing team within Fusion and provides valuable business partnering and financial insights to the Fusion Leadership Team as well as supports key company and Board-level strategic initiatives.

     

    The Senior Analyst, FP&A will be highly visible within the organization and will contribute to the Company’s business by partnering with all Revenue-focused departments and reporting. We are looking for someone who is detail-oriented, self-motivated and a demonstrated creative problem solver with a proven ability to successfully manage multiple streams of work in a dynamic business environment.

    Responsibilities of this position include:

    + Provide business partnering support for the Sales, Marketing, Renewals & Customer Success organizations including analysis, reporting, metrics measurement & strategic initiatives

    + Provide business partnering support for accounting including accruals and other month-end close activities

    + Support the Sales & Marketing monthly metrics meetings, including data gathering and identifying key trends & actionable insights

    + Support the Revenue Operations team in terms of reporting, revenue leaderboards, wins rate analysis & dashboards for leadership consumption

    + Support the Marketing organization with deeper dive analysis, forecasting, reporting & actionable insights

    + Support the Renewals organization with forecasting & presenting to leadership

    + Aid in the preparation of monthly management presentations & quarterly BOD meetings, identifying and summarizing keys trends and variance analysis for Leadership consumption

    + Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans and operating forecasts

    + Perform ad-hoc financial and operational analysis at multiple levels of complexity, including ROI, cost analysis, invoicing & cash collections analysis, and sales pipeline analysis

    + Aid in the annual planning activities for the Company; collaborate with senior members of the Leadership team to set, drive and manage the Planning process

    Required knowledge & skills:

    + BS or BBA Degree in Finance or a related field (MBA Degree a plus)

    + 2+ years of experience in a related field (financial planning/analysis, budgeting & forecasting, finance, etc.), preferably in software/SAAS

    + Experience supporting the Sales & Marketing organizations preferred

    + In-depth understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis

    + Strong strategic skills, with the proven ability to identify and assess key points, implications, and recommendations

    + Strong organizational skills with demonstrated ability to manage multiple competing priorities and drive projects to completion

    + Demonstrated ability to influence decisions through effective verbal and written communication, logical reasoning, and the presentation of alternatives

    + Advanced knowledge of Microsoft Excel and PowerPoint

    + Experience/expertise with financial systems, including financial planning tools (e.g., Vena, etc.) preferred

    + Experience with Salesforce CRM preferred

    + It is strongly preferred that this person live in the Chicagoland area

    Milestones for the First Six Months:

    Goal – Prepare you to become a successful SFA

    In 1-Month you’ll:

    Observe Financial close & forecast process

     

    Organization – follow steps & be self-sufficient

     

    Comfortable with Fusion business model

    in 3-Month you’ll:

    Owner of monthly renewals process

     

    Owner of Monthly Reporting deck

     

    Owner of Bookings Report process

    in 6-Month you’ll:

    Run Marketing forecast with limited instruction

     

    Run Churn/Contraction forecast with instruction

     

    Senior level knowledge of Fusion Business

     

    Disclaimers

     

    This position may be performed remotely anywhere within the United States except for the states of New York, California, and Colorado.

     

    Fusion Risk Management, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, disability religion, sex, sexual orientation, gender identity or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.