Offer summary

Qualifications:

Bachelor’s degree in Finance; MBA or CFA preferred., 3-7 years of experience in financial analysis or corporate finance., Strong proficiency in financial modeling, forecasting, and variance analysis., Excellent communication skills with the ability to summarize complex financial data..

Key responsabilities:

Prepare weekly financial dashboards and monthly backlog reports.

Lead the annual budgeting process and prepare monthly projections.

Manage monthly bank package and quarterly covenant reporting.

Support various financial projects and analyses to drive strategic decision-making.

Job description

Strata Information Group (SIG) Solves Problems. We are a team of dedicated professionals deeply committed to excellence and innovation. SIG has been a trusted partner to over 1,000 higher education institutions globally since our inception in 1988. Our solution sets include Strategy & Optimization Consulting, Enterprise Applications Implementation and Managed Services, Data Services, and Cybersecurity.

SIG values client satisfaction, integrity, and expertise in higher education. We embrace diversity, collaboration, and personal growth in our inclusive environment.

Experienced Financial Analyst

About the Role

We are looking for an Experienced Financial Analyst to support financial planning, reporting, and analysis in a fast-paced environment. This role requires strong analytical skills, attention to detail, and the ability to communicate insights effectively. The ideal candidate will have experience in private equity-backed companies and a strong understanding of financial metrics, reporting, and forecasting. This is a full time, remote position.

Key Responsibilities

Financial Reporting & Dashboards

Prepare weekly dashboards and send email updates with financial insights.
Generate and maintain monthly backlog reports (ownership may transition over time).
Prepare and analyze month-end reports, including:

Utilization metrics
Effective Rate analysis

Assist in monthly board reporting by compiling key financial data.

Budgeting & Forecasting

Lead the annual budgeting process, working with stakeholders to develop financial targets.
Prepare monthly projections, comparing actuals vs. projected vs. budgeted figures.

Bank & Covenant Reporting

Manage monthly bank package reporting, ensuring accurate and timely submissions.
Complete quarterly covenant reporting in compliance with financial agreements.

Commission & Sales Tracking

Track and analyze weekly commissions and related expenses.
Provide detailed sales reporting with insights on revenue trends and assist in monthly sales reporting slides for board meetings.

Utilization & Hours Reporting

Maintain and distribute scheduling, hours, and utilization reports.

Cash Flow Reporting

Prepare and manage the cash flow report on a weekly basis.

Ad Hoc Analysis

Support various financial projects and analyses as needed to drive strategic decision-making.

Qualifications & Skills

Bachelor’s degree in Finance, (MBA or CFA preferred).
3-7 years of experience in financial analysis, corporate finance, or a similar role.
Experience in private equity-backed companies is a plus.
Strong proficiency in financial modeling, forecasting, and variance analysis.
Advanced Excel skills and experience with financial planning tools (e.g., Adaptive Insights, Anaplan, Hyperion).
Experience with ERP systems (SAP, NetSuite, Oracle) is a plus.
Strong analytical and problem-solving skills with attention to detail.
Excellent communication and presentation skills, with the ability to summarize complex financial data for leadership.
Ability to manage multiple priorities and deadlines in a fast-paced environment.

Pay and Benefits

Pay range is from $110,000-$120,000
Health, Vision, Dental & Life Insurance
Short & Long Term Disability
Paid Parental Leave
3 Weeks Vacation, Sick Leave & Paid Holidays
401(K) with a 5% Employer Contribution
Pet Insurance

The listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG.

SIG is an Equal Employment Opportunity

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