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Senior Associate focused on portfolio analytics and client applications in investment engineering at Dimensional. Involves design and management of regulatory reporting frameworks while collaborating with various departments.
About the role
- Finance professional focused on accurate forecasting and pipeline insights at SugarCRM. Collaborating with leaders to build revenue forecasts and provide data-driven insights in a hybrid work environment.
Responsibilities
- You will focus on partnering with go-to-market leaders to deliver accurate forecasting, and pipeline insights.
- You will work cross-functionally to build revenue forecasts, financial models, track KPIs and provide data-driven insights.
- The finance team fosters a culture of accountability, curiosity, and continuous improvement within the finance team.
- Reporting to the VP of FP&A and engaging directly with senior leadership, this is a highly analytical, detail-oriented role within a fast-paced, Private Equity–backed SaaS environment, requiring strong financial acumen.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- 4+ years of FP&A experience.
- Proven experience in SaaS metrics, business models, and value creation levers.
- Experience in revenue forecasting and ARR calculations.
- Strong analytical and problem-solving skills, with the ability to provide actionable insights from complex data.
- Ability to thrive in a fast-paced, dynamic, and results-oriented environment.
- Exceptional attention to detail and passion for accurate, high-quality work.
- A high sense of urgency, ability to multi-task and work under pressured timelines.
- Experience with financial systems and BI tools. Adaptive Insights and Xactly experience is a plus.
Benefits
- Excellent healthcare package for you and your family
- Savings and Investment – 401(k) match
- Unlimited Paid Time Off
- Paid Parental Leave
- Online Legal Services (Rocket Lawyer)
- Financial Planning Services (Origin)
- Discounted Pet Insurance (Embrace Pet Insurance)
- Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public
- Health and Wellness Reimbursement Program
- Travel Discounts
- Educational Resources - Career & Personal Development Program
- Employee Referral Bonus Program
- We are a merit-based company - many opportunities to learn, excel and grow your career!
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