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FP&A Analyst

Company: PlanSource
Location: Orlando
Posted on: February 16, 2020

Job Description:

SummaryPlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, and Grand Rapids Michigan. We are currently looking for a FP&A Analyst for our rapidly growing Finance Team!----About the FP&A Analyst Position--Financial Planning and Analysis (FP&A) plays a crucial role at PlanSource by performing budgeting, forecasting, and analysis that supports significant corporate decisions of the CFO, CEO, and the Board of Directors.-- The FP&A Analyst will utilize both quantitative and qualitative analysis of all operational aspects of a company in order to evaluate the companys progress toward achieving its goals and to map out future goals and plans. FP&A Analysts consider economic and business trends, review past company performance, and attempt to anticipate obstacles and potential problems, all with an eye toward forecasting a companys future financial results.--Our FP&A group oversees a broad array of financial affairs, including income, expenses, taxes, capital expenditures, investments, and financial statements. The FP&A Analyst is charged with examining, analyzing, and evaluating the entirety of a corporations financial activities, and mapping out the companys financial future which include the following objectives:--

  • Evaluating whether the companys current assets and investments are the best use of the companys working capital.
  • Gauging the companys overall financial health, primarily by using KPIs.
  • Determining the companys products or product gross margin and net profit by analyzing the margin of each product and sales channel.
  • Examining and evaluating the cost-efficiency of each department of the company, in light of what percentage of the companys financial resources each department consumes and its relative comparison to budget and/or forecast.
  • Working with individual functional departments to prepare budgets/forecasts and consolidate them into one overall corporate budget/forecast on a monthly basis.
  • Preparing internal reports for executive leadership and meet with ELT members to review performance against expectations on a monthly basis.
  • Comparing historical results against budgets and forecasts, and performing variance analysis to explain differences in performance and make improvements going forward.
  • Considering opportunities for the company to expand or grow. Mapping out growth plans, including capital expenditures and investments generating five-year financial forecasts.About YouAs the FP&A Analyst, you will bring knowledge, expertise and system skills.-- Additionally, you will have:
    • Bachelors degree in Accounting or Finance or equivalent
    • Experience in FP&A at a $50MM+ company, private or public
    • Experience in SaaS business models a strong plus
    • Experience in FP&A, financial and operational experience a plus
    • Familiarity with databases, Excel, NetSuite, Cloud reporting platforms, business analytics, Sales Force.com and Adaptive experience a plus
    • Strong understanding of databases, system architecture, MS Office and accounting software.
    • Strong presentation and PowerPoint skills required
    • Outstanding written and verbal communication skills.What We Offer
      • The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
      • Fast-paced environment with big goals and the opportunity to make a big impact (no bureaucracy).
      • An awesome work environment for creative professionals.-- Top ten reasons to come to PlanSource:--#10: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vistas portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world with intraportfolio career advancement opportunities and have structures in place to leverage shared learnings from across the ecosystem. --#9: We are on a roll. Be part of a winning team Thousands of employers and millions of consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration. --#8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices and no-holds-barred Nerf wars. --#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company. --#6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed. --#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed. --#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as Aflac, Cigna, Guardian, MetLife, and Unum provide a competitive advantage and added credibility. --#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology. --#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs. --#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.--

Keywords: PlanSource, Orlando , FP&A Analyst, Accounting, Auditing , Orlando, Florida

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