Senior Financial Analyst
Senior Financial Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
SurePoint Technologies develops awardwinning software for midsized law firms to enhance workflow efficiency and maximize financial performance. Its acclaimed cloud solutions seamlessly integrate client management practice management and financial operations fostering robust relationshipbuilding and knowledgesharing capabilities.
Having been at the forefront of legal tech for more than 40 years and with a team comprised of CPAs former lawyers and leading software engineers SurePoints solutions reflect a deep understanding of law firms unique requirements.
By alleviating administrative burdens with proven reliable software law firms have what they need to grow revenue and focus on their clients.
The Senior Financial Analyst will report directly to the Director of FP&A and will play a key role in supporting financial planning analysis and decisionmaking at a strategic level. This individual will focus heavily on financial modeling budgeting forecasting and providing actionable insights to support the growth and operational efficiency of the business. Experience in private equitybacked companies and strong financial modeling expertise are highly desired for this role.
- Financial Modeling & Analysis: Develop and maintain complex financial models including financial projections budgeting forecasting and scenario analysis. Ensure models are robust accurate and reflect various strategic scenarios.
- Budgeting & Forecasting: Collaborate with the Director of FP&A to support quarterly reforecasting efforts and the annual budgeting process. Work closely with leadership to ensure accuracy and alignment with overall business goals.
- Reporting & Analytics: Track and report on financial performance against budget and historical trends providing variance analysis and actionable recommendations to leadership and private equity partners. Produce timely and accurate financial reports dashboards and adhoc analyses to support decisionmaking.
- Business Partnering: Work closely with crossfunctional teams including Operations Sales Marketing and Product to gather data understand key business drivers and support decisionmaking with financial insights and analysis.
- Private Equity Reporting: Assist with financial reporting to private equity sponsors including performance metrics KPI reporting and valuecreation tracking. Help ensure that financials and reports align with investor expectations.
- Strategic Planning & M&A Support: Support the Director of FP&A in longterm strategic planning including the development of financial models for new initiatives potential M&A activity and other growth strategies.
- Process Improvement: Identify opportunities for process enhancements within the FP&A function improving the accuracy efficiency and timeliness of reporting forecasting and financial modeling.
- Adhoc Analysis: Provide adhoc analysis to leadership to support business decisions investment opportunities and strategic initiatives.
Skills & Qualifications
- Bachelors degree in Finance Accounting Economics or a related field.
- 5 years of experience in financial planning and analysis with a strong focus on financial modeling forecasting and reporting.
- Experience in the SaaS industry or technology sector strongly preferred.
- Previous experience working in a private equity backed environment is a plus.
- Strong proficiency in financial modeling budgeting and forecasting.
- Solid understanding of financial statements (P&L Balance Sheet Cash Flow).
- Strong analytical and problemsolving skills.
- Knowledge of private equity financial reporting and metrics.
- Proficiency in financial software and tools (e.g. Excel ERP systems FP&A software).
- Ability to prioritize and work effectively in a fastpaced dynamic environment.
- Strong business acumen with the ability to understand and interpret business strategy and financial implications.
- Excellent communication skills both written and verbal with the ability to interact effectively with leadership and crossfunctionally.
- High level of integrity and professionalism.
- Strong attention to detail and a resultsoriented approach.
SurePoint recognizes the importance of taking care of our most valuable assets our employees. Thats why we not only offer a comprehensive total rewards package but also continuously evaluate our offerings to meet the evolving needs of our workforce.
Benefits Include
- Medical Dental and Vision Insurance
- 401K (immediately vested employer match)
- Flexible PTO
- FSA/HSA
- Parental Leave
- Life Shortterm and Longterm Disability Insurance (employer paid)
- Employee Assistance Program
To learn more about SurePoint and our products visit our corporate web site at www.surepoint and follow us on LinkedIn Facebook and Twitter.
All employees must have the ability to document identity and employment eligibility within three 3 days of original appointment as a condition of employment in compliance with Immigration Reform and Control Act requirements.
SurePoint is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race sex sexual orientation gender identity color religion national origin age disability veteran status or other legally protected status.
Required Experience:
Senior IC
Employment Type
Full Time
