At WorkFusion, we build software that is changing the world & transforming workplaces. Our technology automates repetitive, data-intensive work so people can be freed from the mundane to pursue the meaningful, companies can grow further, & customers can be served faster & better.
WorkFusion is increasingly recognized as the world leader in industry-specific process automation, offering AI-powered software with particular focus on the needs of banking, financial services, & insurance enterprises. Our Intelligent Automation Cloud combines RPA, machine learning & analytics in one unrivaled platform that can be deployed quickly & scale without limit. We compete in the world's fastest-growing software segment & we are growing at record pace with customers spanning the globe.
As the health & safety of our teams is always a primary concern, we are currently a primarily remote workforce worldwide. Officially, our headquarters is in New York City (on Wall Street) with additional hubs in Canada, Europe & Asia.
WorkFusion is seeking a Financial Analyst within the Global FP&A organization who will be responsible for the planning, forecasting, analysis, & reporting efforts globally. The Financial Analyst will work closely with cross-functional leadership to deliver accurate, timely & insightful regular forecast & performance updates, as well as provide data-driven decision support for managing operations & overall execution of the company's strategy. This position will report into the Global FP&A Manager.
Planning, Modeling, Analysis, & Reporting
Help drive operational planning & operating model & long-term financial models, cost allocations, internal & external financial reporting, including variance analysis & commentary & completion of various reporting packages.
Work with key cross-functional business partners, as well as Finance/Controllership Org. team members to ensure all assumptions are vetted & built-in.
Summarize & clearly articulate key data driven insights to cross-functional leads to drive better outcomes.
Promote internal & external understanding of the company's financial results through stakeholder enablement activities, design, development, & delivery of insightful financial reporting, dashboards, & analyses.
Help develop a sustainable cadence of LRP (Long range planning) & strategic planning as we continue our Hyper Growth.
Create deep dive analyses into the Sales & Marketing pipeline & top of funnel to help long range top-line forecasting.
Identify & assist with implementation of process improvements within FP&A & maintaining documentation in the FP&A playbook'.
Collaborate with cross-functional teams on company-wide process improvement initiatives & new systems implementations.
Partner with cross-functional leads to enhance & evolve forecasting, planning, & reporting tools & processes.
Seek opportunities to streamline & enhance financial analytical support to meet internal customer needs.
Contribute to business case development of the company's strategic projects by building financial models, performing ongoing updates, & presenting results & recommendations.
Bachelor's degree in Finance, Accounting, or related analytical field
Solid understanding of financial statements & Software / SaaS business model preferred. Ability to understand or build bottom-up financial models to plan, measure & forecast the business
2-4 years of relevant work experience, preferably in a startup environment
Strong skills with MS Office Suite including advanced proficiency in Excel
Experience with Workday's Adaptive Insights is a plus
Proven track record of working with a remote team is a plus
Ability to collaborate across cross-functional teams
Strong analytic skills with ability to summarize results or findings
Strong attention to detail, time-management, & communication skills
Experience with understanding complex process flows & driving process improvements
Ability to re-prioritize & be flexible in a high-paced fluid environment with competing