Job Description

At MyCase, the Financial Planning and Analysis (FP&A) team is responsible for forecasting, long term financial planning, operational and financial reporting and analysis for all levels of the organization. They are trusted business partners that provide recommendations and analysis to help drive sound business decisions.

As a Financial Analyst, you will play a key role in helping our business grow by managing expense planning & forecasting, headcount management and ad-hoc analyses. You will monitor actual financial performance and compare to budget and/or forecast projections, analyze and interpret variances, prepare a variety of reports and provide recommendations to the functional teams.

WHAT YOU'LL DO

• In partnership with Business Leadership, develop and maintain financial forecasts for the business assessing risks and opportunities in actual results vs. forecasts

• Prepare and automate monthly and quarterly financial reporting packages,  including detailed variance explanations against budget and forecast to understand performance drivers

• Support strategic business decision-making through financial modeling and analysis, including ad-hoc modeling and analysis

• Support the annual budgeting and quarterly forecasting processes for G&A Functions including development of financial metric models, department specific budgets, and related KPI analysis

• Meet with business line owners monthly to report on headcount,  Capital Expenditures, and Operating Expense planning; be able to communicate drivers and insights in conjunction with recommendations on potential action

• Utilize our various ERP tools (i.e. Adaptive Planning, Sage Intacct, etc.)  to build and maintain dynamic financial forecast models that help drive business insights

• Partner with Accounting to ensure accurate accruals and adherence to accounting policies

• Ad-hoc reporting, analysis, and special projects as needed

WHAT WE'RE LOOKING FOR

ANALYTICAL:  Ability to collect and analyze information, problem-solve, and make recommendations or decisions

ATTENTION TO DETAIL:  Don't let important details "slip" through the cracks

AUTONOMOUS:  Can work independently and manage a wide variety of projects simultaneously under tight deadlines, yet knows when to ask for help

CREATIVITY:  We're solving novel problems; doing the same things we've done in the past may work sometimes, but it won't always be enough. Creative, elastic thinking is critical to our success

COMMUNICATION & INFLUENCE: Strong written and oral communication skills; can influence across the organization, inspire confidence and garner support for strategic initiatives

DISCRETION & CONFIDENTIALITY: Ability to exercise discretion, judgment, tact and poise in handling highly sensitive and confidential information

PROJECT MANAGEMENT:  Project management and organizational skills with a demonstrated ability to navigate in a fast-paced & performance-oriented environment

COLLABORATIVE:  Can develop and maintain cross-functional business partnerships with professionalism 

MUST-HAVES

• Bachelor's degree required in Accounting (and/or) Finance. Advanced degree preferred

• 2+ years experience in finance or analytical capacity

• Strong analytical skills with the ability to master new systems and applications quickly

• Strong problem solving skills with demonstrated ability to find solutions without specific step-by-step instructions

• Previous experience in roles requiring business partnership and financial reporting and analysis

• Highly organized and motivated with the ability to work on multiple projects while delivering results in a timely manner

• Demonstrated success building effective partnerships and managing relationships at all levels

• Prior experience with ERP tools such as Adaptive Planning and Sage Intacct a plus

If your experience is THIS close to what we're looking for, please consider applying. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of the MyCase culture. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status.