Role Description
We are seeking a Senior Financial Analyst to support the financial management and reporting of our portfolio companies. This role sits at the intersection of accounting and financial analysis, with a strong focus on month-end close, financial reporting, and performance insights. The successful candidate will play a key role in ensuring accurate financial results while supporting operational decision-making and improving financial processes and controls across the business.
What You'll Be Doing
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Financial Reporting & Month-End Close
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Support and execute month-end close activities including journal entries, accruals, and account reconciliations
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Preparation of financial statements
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Maintain key GL account reconciliations (prepaids, accruals, fixed assets, inventory)
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Ensure accuracy, completeness, and compliance with accounting standards and relevant regulations
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Revenue & Financial Integrity
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Review revenue recognition, including deferred and unbilled revenue
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Validate financial data and investigate discrepancies
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Support audit requirements and strengthen financial controls
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Financial Analysis
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Perform variance analysis (actuals vs. budget/forecast) and identify key drivers
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Translate financial results into clear insights for internal stakeholders
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Support ongoing performance monitoring across business units
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Cash Flow & Working Capital
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Monitor cash flow and maintain internal tracking models
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Support AR/AP processes, including aging reviews and vendor payments
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Budgeting & Forecasting
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Assist in the preparation and maintenance of budgets and rolling forecasts
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Collaborate with stakeholders to gather inputs and validate assumptions
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Process Improvement
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Identify opportunities to improve financial processes, reporting accuracy, and controls
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Support integration and standardization across acquired businesses
Qualifications
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Bachelor's degree in accounting, finance, or related field; CPA preferred
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3β6+ years of experience in accounting or FP&A
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Strong foundation in month-end close, reconciliations, and financial analysis
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Advanced Excel skills
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Experience with ERP systems (NetSuite preferred)
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Strong attention to detail with the ability to manage multiple priorities
Key Attributes
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Analytical and detail-oriented with strong problem-solving skills
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Ability to operate independently in a fast-paced environment
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Effective communicator with the ability to translate financial data into insights
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Motivated to learn and grow within a dynamic, acquisitive organization
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Experience in businesses that sell both software and hardware (e.g., bundled solutions, inventory-linked revenue models) is an asset
Benefits
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Exposure to a diverse portfolio of software businesses
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Be a part of a fast-paced, growing company with international exposure
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High-growth environment with strong career progression potential
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Collaborative and entrepreneurial culture