Senior Financial Analyst at Achievers – Toronto, Kansas
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About This Position
- See the Big Picture: Gain visibility into both consolidated corporate performance and granular business unit operations.
- Drive Strategy: Work closely with executive leadership on high-value strategic initiatives.
- Innovate: Be part of a collaborative, data-driven culture that values process improvement and systems optimization.
- Grow: Enjoy competitive compensation, comprehensive benefits, flexible work options, and strong career development support.
Corporate Reporting & Consolidation
Month-End & Consolidations: Own the monthly corporate reporting package, ensuring accurate and timely consolidation of financials and key non-financial KPIs.
Executive & Board Reporting: Prepare insight-driven commentary and presentation decks for senior leadership and the Board of Directors.
Technical Alignment: Partner with the accounting team to analyze the FP&A implications of technical accounting standards, specifically revenue recognition (ASC606).
Commercial Finance & Strategic Planning
Business Partnership: Serve as a trusted finance business partner to cross-functional teams (e.g., Sales, Operations, Product), translating financial data into actionable business insights.
Planning & Forecasting: Lead components of the annual operating plan, quarterly rolling forecasts, and 5-year strategic planning processes.
Modeling & Ad-Hoc Analysis: Build robust financial models to evaluate new business scenarios, investment opportunities, ARR trends, and customer behavior (e.g., redemptions).
Systems & Process Improvement
Systems Management: Act as a power user and administrator for our FP&A software (e.g., Vena), continuously optimizing models and templates for efficiency.
Data Architecture: Reconcile, blend, and analyze large datasets from multiple systems to support strategic business needs.
Automation: Champion the use of BI tools (e.g., Tableau, Power BI) and SQL to automate routine reporting and enhance self-service analytics for business partners.
Special Projects & Ad Hoc
Develop models around new initiatives, revenue recognition (ASC606), and customer behavior (e.g., redemptions).
Reconcile and analyze large data sets from multiple systems to support strategic business needs.
Fulfill financial reports, templates, and analysis requests from corporate and senior management.
- Education: Bachelor’s degree in finance, Accounting, Economics, or a related field. MBA or CPA preferred.
Experience: 4–7 years in financial planning & analysis or similar roles, ideally in a fast-paced or tech-driven environment.
Technical Skills:
Advanced Excel & financial modeling expertise
Hands-on experience managing and optimizing FP&A tools (e.g., Vena)
Familiarity with BI tools (e.g., Tableau, Power BI) and SQL is a strong plus
Foundational understanding of US GAAP
Business & Communication:
Proven ability to present complex financial data to non-financial stakeholders.
Strong business acumen with a focus on actionable insights and strategic recommendations.
Soft Skills:
Collaborative mindset with the ability to work across teams and influence without authority.
Detail-oriented, organized, and adaptable in a dynamic environment.
A proactive problem-solver with a high level of curiosity and initiative.
Certifications: CPA, CFA, CMA, or equivalent credentials are a plus.