Financial Analyst

Financial Analyst

SMG is a leading experience management (XM) provider, serving restaurants, retailers, and other multi-location consumer businesses by changing how brands act on customer + employee insights. With a rich 30-year history, SMG is uniquely pairing an enterprise software platform with professional services to help brands generate new revenue, grow existing revenue, reduce detractors, and drive operational efficiencies. And with our 2024 acquisition of Bulbshare, we also help the world’s leading organizations grow through real-time customer collaboration by building mobile-first customer communities in over 30 markets worldwide, enabling clients to collaborate with consumers quickly and effectively for insights, ideation, and advocacy.

We offer our talent -

• Work hard, have fun environment - We work hard to deliver a fulfilling, exciting workplace environment for each SMG employee. Our teams are composed of smart, talented, curious people who love a good challenge. 
• Values driven culture where we connect, collaborate & co-create.
• Remote first company (fully remote)
• Unlimited PTO   
• Tech provided

Diverse, experienced, friendly team which will welcome you, support you and challenge you. We are proud to be an equal opportunity employer. We celebrate diversity and create an inclusive work environment in which all our colleagues experience belonging, have their unique needs respected and met, have equal access to opportunities and resources, and feel fully engaged to contribute to the company’s success.

As a Financial Analyst at SMG, this is what you will do:
 

• Assist with the annual budgeting and forecasting processes, collaborating with department heads and senior management. 
• Develop and maintain complex financial models, including rolling forecasts, 3 statement models, and short-time cash forecasts to support strategic planning, scenario analysis, and decision-making. 
• Analyze historical financial data and industry trends to forecast future performance and identify opportunities and risks. 

Financial analysis and reporting: 

• Prepare monthly, quarterly, and annual financial reports, highlighting variances, trends, and key performance metrics. 
• Conduct in-depth financial analysis to support business initiatives, investment decisions, and resource allocation. 
• Provide actionable insights and recommendations to senior management based on financial analysis and performance trends. 

Business partnering: 

• Collaborate with cross-functional teams to develop financial plans, budgets, and forecasts aligned with business objectives. 
• Partner with other departments to evaluate business performance, identify areas for improvement, and drive profitability. 
• Coordinate directly with RevOps lead to manage monthly bookings reporting, trend analysis, and forecast bookings to recognized revenue pipeline 
• Provide financial guidance and support for strategic initiatives, including new product launches, pricing strategies, and capital investments. 

Risk management and scenario analysis: 

• Assess the financial impact of various scenarios and strategic alternatives to support decision-making and risk management. 
• Identify and evaluate potential risks and opportunities, recommending actions to mitigate risks and capitalize on opportunities. 
• Monitor key financial metrics and indicators to proactively identify emerging risks and opportunities. 

Process improvement:

• Identify opportunities to streamline financial planning and analysis processes, improve accuracy, and enhance efficiency. 
• Implement best practices in FP&A methodologies, tools, and processes to optimize decision-making and resource allocation. 
• Continuously evaluate and enhance forecasting models and methodologies to improve forecast accuracy and reliability. 

You are a perfect match for the role if you have:

• ​​​​​​​Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred 
• Minimum of 2 years of progressive experience in FP&A, consulting, or investment banking roles, preferably in a corporate environment 
• Strong proficiency in financial modeling, forecasting, and variance analysis 
• Advanced proficiency in Microsoft Excel and financial software applications 
• Excellent analytical, problem-solving, and critical thinking skills 
• Effective communication and presentation skills, with the ability to convey complex financial concepts to non-finance stakeholders 
• Proven ability to work independently, prioritize tasks, and manage multiple projects simultaneously 
• Strong attention to detail and commitment to accuracy 

About SMG:  
To learn more about our customer, employee, and brand experience management (XM) solutions, visit www.smg.com. ​​​​​​​

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