[Hiring] Senior Financial Analyst @OEC

Role Description

Delivers high-quality financial planning, reporting, analysis, and insights across the organization.

• Supports Technology, Marketing, and Administrative (Finance, HR, Legal, etc.) leadership with all FP&A activities.
• Assists with the month-end close process by reviewing financial results and resolving variances, generating monthly board and executive financial statements, maintaining supporting schedules, and publishing a variety of reports to inform and drive business decisions.
• Participates in annual budget, rolling forecast, and 3-year strategic plan activities by preparing financial expense, balance sheet, and cash flow outlooks by collaborating with functional leaders.
• Leverages AI tools to accelerate analysis, improve the quality of financial narratives, and streamline recurring workflows.
• Supports capitalized software tracking and ROI (Return on Investment) analysis in partnership with Technology and Accounting.
• Aids in M&A (Mergers & Acquisitions) due diligence and acquisition integrations, and various ROI/investment analysis.

Qualifications

• A bachelor’s degree from an accredited college or university is required, with a focus in Finance, Accounting, or related discipline. In the absence of a degree, equivalent work experience directly related to the key responsibilities of the role will be considered as a substitute for the degree.
• At least 5 years of progressive experience in financial analysis.

Requirements

• Strong analytical and financial modeling skills.
• Ability to effectively communicate.
• Able to use time, energy, and resources to manage multiple priorities and meet deadlines and deliverables.
• Knowledge of reporting systems (Hyperion, Workday Adaptive Planning, OneStream, etc.) and AI platforms Co-Pilot and Claude.
• Advanced Microsoft Excel skills.
• Comfortable operating in a lean, high-growth, private-equity backed SaaS and technology-enabled services environment.
• Excellent business partnering skills and can work collaboratively across teams.
• Ability to demonstrate initiative and ownership.
• Can easily adjust to shifts in priorities as the needs of the business change.
• Able to work and thrive in a hybrid/remote work environment that has limited opportunities for in-person interactions.
• Willing and able to attend virtual meetings with the laptop camera on.

Benefits

• Full benefits starting Day 1: Medical, Dental, and Vision.
• 401(k) with company match.
• Unlimited Flex Time Off plus 10 company-paid holidays.
• Remote-first role with a monthly communication stipend and one-time equipment stipend upon hire.
• Professional development programs.
• Tuition assistance (after 12 months of employment).
• Pet insurance.
• Employee resource groups and exclusive employee discounts.