Who You Are:
You're a financial analyst with at least 5 years of experience. Budgeting, reporting and data analysis really get you going, and you've never met a spreadsheet you didn't like. You have strong analytical, comprehension and problem solving skills, and are an excellent verbal and written communicator. This goes without saying, but you are an Excel wiz and are skilled at navigating different financial databases, including Netsuite.
As a critical member of the Finance team at G5, your primary function will be to partner with VP, Finance and Senior Management to drive planning, analysis and overall decision support. Build and maintain models and drive process around revenue and margin forecasting. Build budget model to improve simplicity, efficiency and effectiveness of the tool. Play a key role during strategic planning to model long range revenue and margin inputs. Responsible for the creation, maintenance, interpretation and dissemination of financial and operational reports. The Financial Analyst will also be responsible for the oversight and evaluation of the processes integral to the timely and accurate production of financial and operational data.
Your Next Challenge:
Budgeting, Modeling and Forecasting
Build and maintains financial models using data from financial systems and other sources, to support business decisions and the execution of strategic and tactical initiatives
Reporting on the major fluctuations from budget and prior forecasts
Tracking prior variance analytics for future recall and use in forecasting
Profitability Analysis and Reporting
Lead the development of a profitability analysis to gain insights into profit margins by customer, products/service and reporting segments
Create a monthly profitability reporting process
Build and maintain revenue model for forecasting and long term growth planning.
Create and maintain a variety of operational metrics and dashboards to ensure optimal performance of the business including key customer metrics (CAC, LTV, etc.)
Create and maintain financial database to drive all reporting and analytical needs
Evaluate, recommend and implement process improvements to streamline reporting cycles
Provide ad-hoc financial analysis as needed
Data Analysis and Research
Analyze and research financial and operational data, including but not limited to; Gross Margins, Products, Verticals, Clients and locations
Locate and organize financial and operational data and maintain in a database/format for reporting purposes
Evaluation of and recommendation for improving processes in order to reduce the time to gather and/or improve the quality of data
Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
Assist in the preparation of business plans/business case analysis for new products or initiatives, working closely with different functional managers to agree planning assumptions, scope, and objectives
Provide ad-hoc financial analysis to support business decision
What You'll Need:
5 years experience creating and analyzing financial models and strong experience with multiple computer programs and systems (Netsuite system a plus)
Bachelor of Science/Business Administration or Accounting
Strong analytical, comprehension and problem solving skills, as well as strong verbal and written communication skills
Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments
Strong Excel and database skills, experience building BI tools preferred
Strong project management, planning and organizational skills including ability to handle multiple
projects simultaneously in fast-paced, sometimes ambiguous environment.
Continuous improvement attitude, ability to seek out and implement best practices
Ability to build integrated (three financial statement) models is helpful
Who We Are:
As the leader in real estate marketing optimization, G5 is a predictive marketing SaaS company that uses AI and other emerging technologies to help marketers amplify their impact. Through its Intelligent Marketing Cloud, G5 delivers unrivaled scalability and results through predictive analytics, 1:1 customer journeys, hyper-personalized customer experiences, and continuous spend optimization. With over a decade of experience across more than 7,000 properties throughout the U.S. and Canada, G5 was recently named one of the fastest-growing private U.S. companies by Inc. magazine and one of North America's fastest-growing technology companies by Deloitte. The Bend, Oregon-based company was founded in 2005 and is backed by private equity investor PeakEquity Partners.