Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Senior Financial Analyst for EverCommerce managing revenue and gross margin models. Conducting financial analysis and partnering with leadership to drive strategic decision-making.
Responsibilities
- Primary owner of the EverHealth Revenue and Gross Margin models.
- Conduct ad hoc financial analysis to monitor performance with specific focus on KPIs and operational drivers of the business.
- Drive process for partnering with the EverHealth Leadership team on all aspects of financial models.
- Become a OneStream power user for the organization to assist financial systems team with new functionality; serve as liaison with the field FP&A teams on OneStream matters.
- Involved in other special projects as they arise.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration or related field.
- Minimum 3-5 years of relevant FP&A experience, with experience in a leadership role
- Strong advanced modeling skills, including experience with three statement models
- Strong attention to detail and process-oriented mindset to deliver timely, high-quality deliverables to senior leadership and external stakeholders.
- Excellent written and verbal communication skills, and experience working with senior finance executives.
- Proficiency in finance software and tools.
- Candidate should have advanced Excel skills, with OneStream proficiency highly preferred.
- Mindset of continuous improvement to advance financial processes, systems, and reporting capabilities and deliver enhanced efficiency and accuracy
- In-depth knowledge of accounting principles
- Experience with SaaS companies and familiarity with multiple entity companies a plus
Benefits
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
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