Senior Financial Analyst
Job Type
Full-time
Description

This position is responsible for ensuring the Partner Development team/Enterprise Sales team has the right business intelligence to manage their fiscal Revenue and Margin annual plans and individual partner budgets, while continuing to improve the efficiency and effectiveness of overall business processes. This position is also responsible for all internal and external FP&A including the annual budget, the monthly forecast, the monthly business review and monthly reporting to the lenders and to the board of directors.


This position requires a mix of excellent communication, finance and analytical skills with a consultative approach, project management, and an understanding of how PICKUP uses various systems to support the business.


Essential Duties and Responsibilities Time Spent %

  • Assist with weekly and monthly reporting on key financial and performance metrics and provide inputs to the leadership team 20% 
  • Work with your Manager and the Accounting team to ensure proper invoicing and expenses for each partner program, including internal cross-charges 20% 
  • Help monitor the sales pipeline tracking and forecasting 10% 
  • Calculate incentives for certain client programs 5% 
  • Ensure that time-tracking and staff allocations reporting is timely and accurate 15% 
  • Assist with project setup within HubSpot – open and closing codes, clean up, etc. 10% 
  • Work with Partner Development Managers to identify cost saving/cash flow opportunities and ensure the implementation of the measures 10%
  • Ad-hoc requests and special projects as needed 10%
Requirements

KNOWLEDGE SKILLS AND ABILITIES

  • Degree in Finance or Accounting or similar with three to five years of experience, in a retail/merchandising or marketing environment preferred. MBA a plus. 
  • Proven success in a similar role.
  • Outstanding communication, leadership and analytical skills.
  • Strong organizational skills, attention to detail, project management experience, and prioritization of tasks.
  • Professional attitude and leadership skills.
  • General awareness of retail or enterprise industry and competitive best practices. Strong communication and collaboration skills (verbal & written).

EEO Statement

PICKUP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. PICKUP is also committed to compliance with all fair employment practices regarding citizenship and immigration status.