SAGE

Senior Financial Analyst

US-CA-Thousand Oaks
2 weeks ago
Req #
17-4903
# Positions
1
Experience (Years)
10
Category
Accounting/Finance (US) - Financial Analysis

Overview

 

This role will provide general support for financial reporting, analysis, and business modelling. Working collaboratively with other analysts and cross functional contributors, this role will provide recurring reporting and ad hoc analyses for senior management forums. This position requires a deep understanding of revenue recognition across many product types and divisions globally, intercompany processes, multicurrency financial statement reporting, and GAAP concepts. The successful candidate will have hands on, practical experience building financial reports and moderately sophisticated Excel models for tactical and strategic decision support.  

 

Essential Job Functions & Responsibilities

 

  • Manage the creation of the monthly Executive Dashboard, monthly significant variance analysis, revenue flash, US divisional P&Ls, and US Directors’ P&L reports, in Excel. Conduct a detailed review with each analyst to ensure the variance analyses truly explain, not just recap, the source of variances and to articulate insights based upon them.
  • Prepare monthly global consolidated P&Ls for key divisions. Manually drill down through Excel based consolidation files to identify the source of reconciliation differences or significant variances to interrogate which division, department and/or general ledger accounts are the source of the discrepancies or significant variance. Work with UK counterparts if the source is from international activity or US Accounting where needed.
  • Participate in annual sales to earned revenue plan and periodic forecast processes in collaborative planning sessions with Editorial, Sales, Marketing, Circulation, which are led by Finance.  Garner sufficient product and process knowledge to support overflow ad hoc work from the revenue analysts and to deliver supplemental analyses requested by the department Director.
  • Prepare presentation materials and analyses to articulate the methodology, analytical process, and output with sensitivity analyses from planning cycles.
  • Deliver upon any ad-hoc projects and strategic analyses, including, but not limited to, asset acquisition due diligence, deliverables for Strategic Planning Conference forums, Executive Committee meeting, roadmap projects, and departmental projects.
  • As needed, track and analyze sales and earned revenue variances product packages and individual titles using COGNOS reporting from fulfillment systems and tracing revenue recorded into the general ledger. Validate accuracy of revenue accruals and monitor adjustments as needed.
  • Establish data management and tracking mechanisms for pertinent information to use in analyzing future plans and forecasts.
  • Work closely with internal technical resources on maintenance and continuous improvement of systems and tools, including resolving data integrity issues.
  • Source and reconcile data from multiple systems to create meaningful analyses and timely deliverables on an ad-hoc basis, often with relatively tight deadlines.
  • Collaborate with others to improve data management processes and tools.    
  • Pursue timely and effective change management practices for system and manual process improvements.
  • Maintain clear and very detailed procedures so they may be replicated.
  • Perform miscellaneous job-related duties as assigned.

 

Qualifications & Education

 

  • Bachelor’s degree in Accounting, Business, or Finance required.  MBA highly preferred.
  • CPA or CMA required.
  • Minimum of 3 years of public accounting or public auditing experience required.
  • Private company audit experience a plus.
  • Minimum of 10 years related work experience.
  • Excellent computer skills and software proficiency, including MS Office (Word, Excel, PowerPoint) and Outlook. 
  • Advanced Excel skills. Proficient in creating pivots and utilizing Excel “vlookup”, “hlookup”, “sumif”, and “sumproduct” functions.
  • Hands on experience with COGNOS a plus.

 

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