Billtrust
- Senior Financial Analyst
Senior Financial Analyst
Engineering · Lesser Poland Voivodeship, Poland
Job description
The Sr. Financial Analyst position is part of the Financial Planning & Analysis team, responsible for providing granular data and analysis on business issues, as well as planning, budgeting, and forecasting across Billtrust. You will collaborate with various levels of management within business units and corporate stakeholders to develop, interpret, and implement financial and accounting concepts or techniques related to strategic planning, forecasting, and capital allocation to drive business results.
The primary function of this role will be to incorporate AI capabilities and enhance efficiencies across the team in all aspects of data analysis. Expert-level Excel macro writing skills and a background in programming or database development are highly preferred. You may also serve as the financial liaison for designated business units or departments. As a Sr. Financial Analyst, you will represent the finance perspective, helping the business make informed capital allocation decisions.
What you'll do:
- Develop approaches and provide explanations for revenue, expense, and cash flow projections.
- Serve as the technical team lead on analyses, including ROI, NPV, and IRR.
- Provide training to finance and operational teams as assigned, particularly in AI and data analysis projects, and in designing improved processes that save time in producing analyses.
- Offer detailed explanations for all financial information related to assigned business units and departments.
- Assist in preparing and presenting the monthly financial review package to management.
- Develop approaches to the preparation and analysis of annual budgets and long-range plans.
- Create methods for budgeting, revenue and expense analysis, business trends analysis, and special ad hoc projects related to the designated business unit or Billtrust as a whole.
- Collaborate with business users to refine and enhance current reporting and analysis, often performing ad hoc reporting to meet end-user needs.
- Perform other duties as assigned.
What you'll bring to the team:
- Bachelor’s degree in Finance, Accounting, or a related field (preferred).
- 5+ years of experience in financial analysis or a related role, preferably within a software or payments company.
- Strong working knowledge of standard financial statements and GAAP.
- Expert Excel modeling skills: Ability to develop new and maintain existing complex, multi-driver, multi-year financial models using inputs from various data sources.
- Proficiency in Excel is essential.
- Knowledge of effective communication and presentation techniques for explaining complex financial issues and their underlying logic to various stakeholders.
- Experience with enterprise resource planning (ERP) software (e.g., Intacct) and enterprise performance management (EPM) software (e.g., Host Analytics).
- Proven knowledge of common data visualization techniques and tools (e.g., Power BI).
- Strong written and verbal communication skills, combined with an approachable and collaborative attitude.
- Strong desire to learn is required.
- Ability to adapt to a fast-changing work environment.
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Billtrust, we celebrate and support diversity and are committed to creating an inclusive environment for all employees. So, if your experience aligns but doesn't exactly match each and every qualification, apply anyway. You may be exactly what we are looking for!
What You'll Get:
- Hybrid Work Environment: Enjoy the best of both worlds with our inviting office spaces and the freedom to work remotely. #LI-Hybrid
- A Culture that Lives its Values: Our values are not just words or window dressing, they guide our decisions - big and small - each and every day.
- Flexible Working Hours: We support your lifestyle- the results are what count.
- Opportunities for Growth: Fuel your professional journey with a diverse range of development programs, from mentorship initiatives to specialized training tailored to your aspirations.
- Recognition: From Billtrust Bucks and CEO Shoutouts to Culture Champion and Founders Awards, our employees are recognized for hard work and outcomes achieved.
- Minimal Bureaucracy: An entrepreneurial environment of ownership and accountability allows you to get work done.
- Unique Individuals: We recognize the strength in our differences and champion diversity as a cornerstone of our forward-thinking culture. Join a team where unique perspectives and talents are valued and celebrated.
- Benefits: Enjoy a comprehensive array of country-specific perks and fringe benefits designed to support your well-being and enhance your overall experience at Billtrust.