Senior Financial Analyst

Description

The Senior Financial Analyst position helps lead the team responsible for the delivery of accurate, high quality financial information to team members, managers and eMoney Senior Team. This role is a high-impact individual contributor role that acts as a main point of contact for the organization’s financial team and is responsible for data modeling, financial analysis, and executive communication support. The Analyst forms relationships with all levels across the organization to support shared analysis and best practices.

Job Responsibilities

• Provide Business Partner Support for all functional areas within eMoney Advisor.
• Leads the creation of multiple action-oriented profitability and statistical views supporting the financial success of eMoney Advisor.  
• Works closely with department leadership to develop and coordinate the annual planning process, rolling forecasts and contingency plans, formulate and administer approved budgetary guidelines: may coordinate the preparation of periodic forecast review presentations.
• Responsible for production of monthly financial package and all supporting analyses for distribution to senior team, including supplemental financial and operating metrics
• Lead financial oversight for expenses such as compensation plans and operational costs.
• Evaluate operational/financial systems or procedures: develop and recommend new/revised methods for process and automation improvements and implements solutions
• Make recommendations for departmental process improvements and implement solutions that will result in more efficient collection, analysis, and reporting of information creating more capacity for strategic analysis and decision support
• Develop and deliver presentations and recommendations for eMoney Senior Team to inform business management and guide effective decision-making. Participate in making business decisions based on financial forecasts and models.
• Partner with Sales and HR to interpret commission plans, model outcomes, and/or operationalize plan changes.
• Independently own monthly and quarterly sales commission calculations and payouts, ensuring accuracy and policy compliance.
• Provide insightful analytical support for ad hoc analyses and requests from senior management and eMoney colleagues as related to critical business issues and initiatives

Requirements

• Bachelor's degree in Finance/Accounting or equivalent experience required
• 6+ years of experience in Finance, preferably within a medium-sized, high growth company
• Experience supporting a Saas organization and/or Financial services industry experience strongly preferred

Skills

• Demonstrates in-depth knowledge of financial analysis, accounting and reporting practices, tools, and procedures
• Strong PC skills, especially Excel, Power Point.  Working knowledge of relational database structures, a plus.
• Strong analytical, problem solving, and organizational skills are required, as is an ability to make independent decisions and manage projects.
• Ability to work well independently, as well as across the organization, while demonstrating strong verbal and written communication skills.
• Ability to interpret data and articulate “how” and “why” fits in the company’s overall financial story
• Ability to envision the “big picture” while focusing on multiple objectives or assignments. 
• Results oriented individual who is conscientious of their quality of work.
• Establishes and builds effective relationships with business partners and customers and ability to influence with authority.
• Promotes teamwork and cooperation to resolve conflicts and ensure achievement of organizational objectives
• Identifies problems with data and reports. Researches the issues and implements solutions. Raises broad/systemic issues to the manager
• Demonstrates strong professionalism managing sensitive financial information
• Independently performs all phases of the analysis in cases of moderate to complex difficulty to anticipate the needs of internal/ external customers. 
• Able to distill data down to prominent points and clearly communicate to business leaders’ recommendations to assist in decision-making process
• Productively balances speed and accuracy.
• Processes large quantities of detailed information with high levels of accuracy.
• Approaches a complex problem by breaking it down into its component parts.
• Identifies many possible causes for a problem based on prior experience and current research.
• Organizes and prioritizes the sequence of steps to be taken to remedy the situation.
• Seeks discrepancies and inconsistencies in available information; explains variances.
• Confident in stepping forward to confront difficult issues
• Responds to shifting priorities while maintaining progress of regularly scheduled work. 

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.