Veracross Logo

Senior Financial Analyst


COMPANY OVERVIEW:

Veracross is a PE backed leading provider of a SaaS based School Information Systems (SIS) platform for Independent schools. Designed specifically to meet the unique needs of independent schools, Veracross combines the power of a truly integrated database with personalized, data-driven communication tools. To date we have configured and deployed our system at over 250 leading private K-12 schools in over 20 countries through a powerful, leveraged and elegant architecture unique in our industry.

ROLE SUMMARY:

A rapidly growing SaaS software company is seeking a Senior Financial Analyst to join the Finance team reporting to the CFO. We are looking for an enthusiastic self-starter, who is excited about using advanced Excel skills to create insightful analyses.

This is a unique opportunity for a finance professional with strong analytic, interpersonal skills and business acumen to provide insight and analysis to support the growth in our business. The individual we seek should have a thorough understanding of SaaS oriented revenue recognition, advanced pricing and licensing modeling and Go To Market deal analysis especially those pertaining to a SaaS based business. Additionally, this role will take the lead in implementing a new application to automate the budgeting and forecasting process and improve the reporting and analysis of results. This is a highly visible, high impact and cross functional position in a high growth and dynamic business environment.

JOB RESPONSIBILITIES:

Pricing/Licensing/Product (PLP) Modeling, Analysis and Reporting:
  • Develop customer and product profitability models and apply outcomes to new and existing prospect proposals and new product development.

  • Create ongoing reporting and analysis working in partnership with the CEO, CFO and leaders in product management and sales functions.

  • Proactively develop key financial analysis and insights to help enable to company to meet its monthly, quarterly and annual targets, and 5 year growth plans.

  • Create and track key SaaS metrics in relation to revenue and use the relevant metrics to drive modeling and analysis.

  • Detailed analytical modeling including summarizing large amounts of data to determine trends and projections.

Forecasting, Budgeting & Reporting:

• Drive forecasting, budgeting and reporting automation through the implementation of a SaaS based planning and reporting application such as Adaptive, Host or Anaplan.

  • Analyze current and historical data to create forecasts for future periods.
  • Work in partnership with the accounting team to consolidate financial results and metrics in support of the close processes, including:

  • Data analysis and interpretation to understand and explain key drivers of results.

  • Preparation of standardized reports and insightful analysis for the CEO, CFO, Veracross Management Group and financial sponsors.

• Act as the trusted business advisor to the functional budget owners to:

• Understand revenue and expense forecasts and inputs during annual budget and continuous forecasting processes.

REQUIREMENTS

  • BS/BA in Accounting or Finance; MBA preferred but not required.

  • 5 + years professional experience.

  • Experience in SaaS company is strongly preferred.

  • Strong understanding of SaaS pricing, deal analysis and metrics and ability to create meaningful detailed analysis to inform decision making.

  • Significant experience with developing financial models to support key strategic initiatives; Advanced Microsoft Excel skills, including pivot tables and complex formulas.

  • Thorough understanding of technical accounting principles especially those pertaining to the SaaS industry.

  • Highly-organized, detail-oriented, flexible team-player who can partner with all functions of the business.

  • Detail oriented and well organized with the ability to work independently in a fast paced, high growth environment.

  • Strong attention to detail and accuracy.

  • Effective written and verbal communicator, comfortable interacting with a variety of audiences within the organization.

  • Technology requirements – Salesforce (required), Intacct, NetSuite, Adaptive, Anaplan or Host is strongly preferred.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.


Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463

Image001

401 Edgewater Place

Suite 360

Wakefield, MA 01880

866.492.3463