Finance and Sales Operations Analsyt
Fully Remote

The Finance & Sales Operations Analyst is responsible for the coordination, analysis, development and dissemination of various reporting across the organization to the Executive and Management teams. This role will also have core responsibilities related to the organization’s monthly, quarterly and yearly financial close process. This role reports into the CFO, indirectly to the Controller. 

  • Supporting the Executive and Management teams through gathering and analyzing financial, metric and other data as requested; communicating regularly with the teams
  • Manage the monthly, quarterly, and annual FP&A processes, including management reporting, variance analysis, forecasting, and scenario planning. Inclusive of facilitating monthly internal and Board related materials
  • Provide analytical, forecasting, reporting, and project support to senior management to better proactively manage the business
  • Compile and analyze data over time to forecast business trends
  • Review past business data to determine trends in productivity, gross margin, sales conversion and pipeline among some KPIs and present actionable information and insights to team members and management
  • Prepare accurate reports using data from internal and external sources
  • Support the CFO and Controller during the budget and forecasting processes
  • Collaborate with team members and members of other departments
  • Identify areas of opportunities for process improvement in current systems;
  • NetSuite / OpenAir / Salesforce and continued development and improvement of existing reports; cash forecast
  • Creating ad hoc reports and analysis as requested In addition to the above responsibilities, this position will be required to work closely with the Accounting team in ensuring monthly, quarterly and yearly recurring and close activities are completed. Items including below, subject to change as business and team evolves
  • Owner of client set-up in NetSuite
  • Participate as needed in monthly billing meetings, including running necessary reports driving T&M billings
  • Lead revenue recognition process, including calculating monthly revenue, preparing monthly revenue journal entries, comparing monthly revenue to backlog/forecast and providing analysis for any variances to the Controller and CFO
  • Prepare any revenue (Unbilled & Deferred) balance sheet reconciliations
  • Oversee as needed in Media meetings
  • Review and assist as needed all account reconciliations & ensure corrective actions are taken
  • Oversee and assist as needed for any billings prepared
  • Prepare commission calculations and record monthly accruals and any true ups
  • Gross Margin reporting, including reclass entries for direct labor (when necessary)
  • Assist in annual audit 
  • Strong knowledge of word processing, spreadsheet, database and presentation software
  • Ability to find and pull appropriate data, along with validating and reviewing data and reports for accuracy and completion
  • Advanced problem-solving and analysis skills
  • Superior oral and written communication skills
  • High level of organization and detail-orientation
  • Strong work ethic and willingness to take initiative
  • Good attitude toward teamwork as well as the ability to work independently
  • Excellent time management and prioritize projects and workload
  • Ability to excel in fast paced environment, take direction, and handle multiple priorities
  • Excellent communication and interpersonal skills are required and must be a team player