Financial Analyst

First Orion is seeking a talented Financial Analyst to join our team. This analyst will work closely with the FP&A Manager on financial planning, forecasting, reporting, and analysis that supports strategic and operational decision-making across the organization. Additionally, this position will work closely with business partners to understand financial performance, analyze business drivers, and translate financial data into actionable insights. The ideal candidate combines strong financial modeling and analytical skills with business acumen and the ability to communicate financial information clearly to both finance and non-finance stakeholders.

What you’ll be doing:

• Analyze customer and partner agreements to understand pricing and related financial data.

• Support and independently manage components of the annual budget, forecast, and long-range plans.  

• Work with client relations and sales to complete service offering side by side analysis, contract renewals, pricing and value proposition analysis.

• Develop dashboards and financial reporting tools as needed for special projects and management.

• Monitor key financial and operational metrics and identify emerging trends, risks, and opportunities.

• Evaluate business initiatives using financial modeling, sensitivity analysis, ROI, and other appropriate financial measures.

• Preparing monthly financial reporting packet.

• Identify opportunities to automate and improve financial reporting, forecasting, and analytical processes.

• Other projects/reporting as requested by leadership.

What you’ll need:

• Degree in accounting or finance

• 5+ years of related experience

• Technical knowledge of accounting concepts, practices, procedures, and financial reports

• Understanding of basic finance concepts and analytical methodologies

• Strong Microsoft Office skills (especially Excel)

• Ability to perform verbal and visual storytelling with data

• Self-starter able to work independently without constant supervision

• Strong verbal and written communication skills

Bonus Points:

• Knowledge of Workday

• Knowledge of Adaptive Planning

• Business Intelligence reporting

Company Benefits:

Balancing the work-life flow is key to health and happiness! That is why we offer one of the most competitive packages in our industry with open PTO, company paid holidays, Flex Fridays and flexible work arrangements. We strongly value the health and wellness of our teammates and through our state-of-the-art fitness center we’re helping our teammates reach their wellness goals while at work.  Add on generous health and dental/vision options, retirement plans, learning and development programs, career path frameworks, tuition reimbursement, company options and bonus potential you have many ways to take advantage of a comprehensive benefits package that means the most to you!

Learn More About First Orion:

First Orion helps businesses generate more revenue, increase efficiency, and improve the customer experience by empowering them to brand their phone calls with their name, logo and reason for calling. We are the market leader in branded communications technology, and a trusted partner to Fortune 500 companies and the largest U.S. mobile carriers.

• First Orion has been voted a Great Place to Work with top rankings in every category.

• Learn more about what our employees have to say on our First Orion Glassdoor page and watch our People First Diversity Statement/Video. 

• First Orion Culture Cornerstones are at the core of everything we do here.

Disclosure:

First Orion is an Affirmative Action and Equal Opportunity Employer. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.  Activities, duties, and responsibilities may change at any time with or without notice, based on the changing needs of our business.

This position is not eligible for employment-based immigration visa/status sponsorship. Employees are required to demonstrate proper work authorization as required by I-9 compliance. 

First Orion is interested in every qualified candidate who is eligible to work in the United States. First Orion’s immigration sponsorship policy is applied in a nondiscriminatory fashion regardless of race, gender, ethnic origin, or any other classification protected by law.