What You Will Do:
- Prepare monthly and ad-hoc financial reports, KPI reports, monthly variances, quarterly budgets, cash flow, and aging reports
- Lead and manage Accounting professional(s), providing guidance and support to achieve departmental goals.
- Liase between sales, implementation, and customer success for invoicing milestones and respective variances
- Act as representative for finance communication between customers and Cohesion
- Own sales forecasting from CRM system
- Support midyear and annual planning and budgeting cycles
- Lead monthly, quarterly, and annual investor reporting and manage investor questions
- Work alongside accounting to manage audits including annual financial audit, 401k audits, 409a, and investor audits
- Effectively communicate variances and insights to leadership
- Lead financial results for board presentation(s) preparation
- Build financial models for sales, internal business operations, and product teams
- Continually make process improvements to enable automation efficiencies and reporting
- Lead commercial pricing and perform ongoing competitive pricing analyses
Required Qualifications
- 5-7 years of experience in a finance management role, preferably in FP&A
- Bachelor’s degree in finance, or accounting
- Prior experience working in FP&A, corporate finance, project controllers, consulting, or a finance/accounting development program
- Highly organized, analytical, detail-oriented who can operate independently and take initiative with little direction
- Detail oriented, able to problem-solve using existing tools, and produce reports with minimal errors in a fast-paced environment
- Strong verbal and written communication skills
- Excellent documentation and reporting skills
- Ability to work closely with and influence stakeholders
- Advanced Microsoft Excel and PowerPoint skills.
- Demonstrated ability to roll-up sleeves and work with team members at various levels throughout the organization
Desired Background / Experience:
- Interest in the technology and real estate industries
- Highly efficient with Microsoft Office suite, with advanced knowledge of Excel (i.e. Vlookups, Pivot tables), PowerPoint and QuickBooks.
- Experience or desire to learn and use Access and SQL
- Humble and hungry self-starter with a strong desire to learn, drive improvements, and evolve
- Highly motivated with both an entrepreneurial spirit and a strong team mentality
- Ability to analyze business problems and find solutions need to be able to diagnose problems based on information given to them by others. They then analyze relevant information to solve the problems.
- Critical-thinking skills – must be able to figure out what information is relevant to their work. They also must be able to evaluate the costs and benefits of alternative solutions before making a recommendation.