Senior Financial Analyst

About Apptegy Since 2015, Apptegy has grown from a small group of individuals working with a handful of Arkansas schools to a thriving community empowering thousands of schools and school districts across the United States. We build innovative products that simplify the demanding roles of school leaders, enabling them to brand, market, and strengthen their school's identity, effortlessly. To achieve this, we are looking for talented individuals to shape and contribute to the success of our thoughtful and high-performing team. We value thoughtfulness and high performance in everyone. That's how we've grown quickly and won (and kept) thousands of school districts across the U.S. The finance team is fast-growing and you'll have the tools, the mentors, and the resources you need to be successful. We ask you to be someone who is internally motivated to do your best work and that you care about others. Apptegy's Senior Financial Analyst position is your opportunity to join a high-performing team and contribute to our growth and your own. Why You'll Love This Job Reporting to the VP of Finance, you will support and help scale our FP&A function working closely with multiple teams across our organization. This is an exceptional opportunity for a young financial professional to work cross-functionally across the entire organization, gain leadership exposure, and help drive strategic decisions. The role will be pivotal to the future of the finance organization as it helps define the playbook and processes for forecasting, reporting, and strategic analysis. What You'll Do Work with the VP of Finance and other key leaders to build, maintain, improve, and evolve the multi-year corporate financial model. Develop and maintain the rolling 13-week cash flow forecast. Take a leading role in planning, managing, and improving the company's annual budgeting and quarterly re-forecasting process. Partner with business leaders to define, measure, and improve the performance of KPI's, SAAS metrics, and unit economics. Work cross-functionally and within finance to prepare, improve, and standardize reporting to Senior Management, Investors, Lenders, and the Board of Directors. Play an active role in preparing quarterly Board updates, ongoing development, evolution, and presentation of industry/peer group comparisons and other key analyses. Collaborate with the Revenue Operations team to update the GTM Dashboard that helps track Pipeline Coverage, CARR Momentum, and overall sales productivity. Partner with business leads to translate strategic initiatives and operational goals into a financial outlook. Who You Are Four-year college degree in Finance or Accounting. An MBA is a plus. 3-5 years experience in total (Investment Banking, Corporate Finance, FP&A) Preference for experience in B2B SaaS and/or private equity Excellent proficiency in Microsoft Excel and PowerPoint skills. Experience with Salesforce, Netsuite, and Rippling is a plus. Outstanding communication skills. The position will collaborate with many other employees/departments, as well as, leadership. The ability to cleanly and concisely articulate thoughts and information is critical to success. High degree of organization. The position will require incorporating multiple sources of data. Ability to meet deadlines, be self-sufficient, and take ownership of work. A desire to be part of a fast-growing company. Why You'll Love Working With Us We take our responsibility as a company seriously and aim to make this the best job that you've had (and one that sets you up for future success). We want your day at work and your time at home to be a joyful experience that's why we provide: --Comprehensive medical, dental, vision, and life insurance coverage --Retirement 401(k) with employer match --Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs) --Mental Health Reimbursement --Unlimited paid time off including seasonal (December) company-wide time off --Paid parental and medical leave We value thoughtfulness and high performance in all candidates as we progress through the interview stages. If the challenge of building a rapidly growing company excites you as much as it does us, we hope you'll consider joining us. Apptegy is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

Created: 2024-11-04