Finance Analyst

Job Description

Financial Planning Analyst | bswift

The Tone:
This is a full-time, remote-first role at bswift, with an option to work from the Chicago office. bswift builds cloud-based technology and services that transform benefits administration, making it simpler and more human for thousands of companies and millions of people nationwide. This Financial Planning Analyst role is crucial for managing the planning and forecasting process, providing insightful analyses that enhance company decision-making and profitability for the executive team, investors, and lenders. The company seeks motivated individuals who share its values of pursuing excellence, embracing accountability, delivering superior service, and fostering a great workplace.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote-first
• Pay: $65000–$75000 yearly
• Team: Supports the FP&A team, reporting to senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team).
• Mission: Enhance company decision-making and profitability through insightful financial analyses, precise planning, and effective forecasting.
• Tech Stack: NetSuite, Oracle PBCS, Advanced Excel, approved AI tools

What You’ll Actually Do
• Budget and Forecast: Support the annual budgeting and rolling forecast processes to ensure financial alignment with company goals.
• Financial Reporting: Prepare monthly financial reporting, providing detailed commentary and strategic recommendations for the leadership team.
• Performance Analysis: Conduct thorough variance analysis by comparing actual results to budget and forecast, identifying performance drivers, and recommending corrective actions.
• Business Partnering: Collaborate with business leaders on FP&A activities, coordinate with accounting for financial data accuracy, and partner with Sales on financial models and pricing for new business and renewals.
• Strategic Support: Provide decision-support insights for investments or cost-savings initiatives, assist with detailed cash flow and balance sheet projections, and support senior finance leadership on key financial decisions.

The Must-Haves
• Background: Bachelor’s degree in Finance or Accounting.
• Experience: 2+ years of progressive responsibility in financial analysis, with demonstrated experience performing variance analysis and presenting insights to leadership.
• Skills: Solid financial modeling skills, advanced Excel proficiency, working knowledge of Generally Accepted Accounting Principles (GAAP), collaborative business partnering, and critical evaluation of AI-generated content.
• Bonus: Experience working for SaaS companies, experience with NetSuite and Oracle PBCS, and experience working within a Private Equity ownership structure.