Note: The job is a remote job and is open to candidates in USA. bswift is a leading benefits administration company that specializes in providing tailored solutions for clients. They are looking for a motivated individual to join their FP&A team as a Finance Analyst, responsible for supporting the planning and forecasting process through detailed reporting and analysis.
Responsibilities
- Support the annual budgeting and rolling forecast process
- Prepare monthly financial reporting, including commentary and recommendations for the leadership team
- Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions
- Coordinate with accounting to ensure accuracy of financial information
- Partner with business leaders on activities related to the FP&A team
- Review results and provide decision-support insights for investments or cost-savings initiatives
- Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting
- Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively
- Build strong relationships with stakeholders through effective communication
- Partner with Sales to build financial models and review pricing for new business and renewals
- Review quarterly SLA and Bad Debt reserves
- Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed
- Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions
- Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards
Skills
- Bachelor's degree in Finance or Accounting
- 2+ years of progressive responsibility in financial analysis
- Experience performing variance analysis and presenting insights to leadership
- Working knowledge of Generally Accepted Accounting Principles (GAAP)
- Solid financial modeling skills and advanced Excel proficiency
- Collaborative business partner, adept at building cross-functional relationships
- Ability to thrive in a fast-paced, high-growth company
- Experience working for SaaS companies
- Experience with NetSuite and Oracle PBCS
- Experience working within a Private Equity ownership structure
- Demonstrated high ethical standards
- Influential, collaborative, and a strong relationship builder
- Demonstrates urgency, resourcefulness, and drive; a self-starter
- Team-oriented mindset
Benefits
- Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
- Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
- Remote first, Office friendly environment! No time to commute? No problem!
- Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
- Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
- Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued.
- Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.
Company Overview