Sr. FP&A Analyst

Milestones Business Finance team provides critical financial and analytical support to its operational. Business partners i.e., delivery executives and managers within the company.

This support includes operational performance reporting and analysis; financial analysis; weekly/monthly reviews and follow-ups with delivery executives and support teams to drive efficiency and productivity gains within the business line. These services are critical to achieving the company's strategic, operational and financial objectives.

The Business Finance department provides a unique environment for energized and talented business and finance professionals to engage in the business as valued functional advisors, make meaningful contributions to the direction of a dynamic business, and be actively developed and recognized.

Position Summary

This role will be within the Business Finance team supporting all business units. Key areas of focus

• This person will be the center point for all financial analysis revolving around Corporate Finance
• Develop monthly closing packages including Profit & Loss Statement, Balance Sheet & Statement of Cash Flow, deep understanding of all key drivers of the business and have ability to quickly analyze the impact as business conditions change
• Help with the integration of recently acquired companies
• Understanding business beyond just finance to anticipate needs and areas of potential business improvement.
• Balance and utilize their functional expertise, intellectual curiosity, ethics, and interpersonal skills to build and maintain integrative relationships and ensure best in class decision support and recommendation.
• Develop Sales and Business Development Strategy for your Region
• Develop and qualify opportunities in the San Francisco Bay area as well as other Regions as directed by Management
• Prospect and identify key target executives and companies to build trusted and lasting relationships
• Manage, track and report sales activities and results using Netsuite
• Build pipeline of qualified projects for continued growth
• Engage client stakeholders at the executive level to build brand awareness and credibility
• Collaborate closely with internal peer groups and our client teams for effective partnering
• Leverage all resources for pre/post-sales support to maximize close ratio and client satisfaction

How You Will Make an Impact

• Focus on P&L analysis.We want some who can deep dive into our Financial Statements on a monthly basis and explain whats driving the variance. Someone with the ability to deeply understand the business drivers and truly explain the trend within a business line.
• Track monthly Key business performance indicators (KPIs). Monthly review with the team presenting analysis and drivers of KPIs. Brainstorming and providing ideas on improving performance and productivity.
• Tracking financial performance analyzing plan vs. actuals performance on Monthly/Quarterly and Annual basis
• Partner and assist with annual / quarterly budgeting & planning

What You Will Need To Succeed

• MBA/CA in Finance with a minimum of 7 years of experience
• Must have a minimum of 4 years of experience working for IT services companies
• Strong knowledge and experience of financial and business analysis & Accounting
• Ability to present findings in a clear and concise manner to Executives and BU Managers
• Strong understanding of Project financials (budget/invoicing/accruals, etc.)
• Strong ability to build relationships and communicate effectively.
• Advanced proficiency with MS Office (Excel, PowerPoint, Word, Teams, Outlook) and Tableau
• Knowledge of NetSuite or similar ERP platforms.