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About SRS Acquiom

At SRS Acquiom, our focus is on simplifying complex transactions in M&A and in the Loan Agency markets. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, borrowers, lenders, and counsels. Our top-tier team has supported more than 6,300 deals with $775B in aggregate value including high-profile transactions such as Coca Cola Corporation’s acquisition of Body Armor, Pfizer’s acquisition of ReViral Limited, and Intel’s acquisition of Granulate Cloud Solutions. We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!

Position Summary

The Senior Financial Analyst position is a part of the Finance & Administration team, reporting to the Senior Director, Financial Planning & Analysis. This individual will participate in preparing financial analysis, sales analytics, budgeting, forecasting and evaluating product and line of business profitability. This role will also be involved in compensation plan calculations and design, treasury management activities and in evaluating and identifying opportunities to improve operational efficiency. This individual will work with department managers to lead the operating expense budget process. The individual will develop various financial models, perform data-heavy research/validation, and prepare and present materials for the Executive Leadership team and the Board of Directors.

Successful candidates will possess the ability to see the large picture yet master the myriad of details required for successful analysis. In addition to being highly detail-oriented and possess excellent communication skills, top candidates will be able to assemble and present findings to audiences of any level; will be results-oriented, possess the ability and flexibility to manage multiple, changing priorities; and will thrive in a dynamic/fast paced environment.

This position can be located in Denver or can be fully remote.

The salary range for this position is between $98k - $101k, depending on level of experience.

Primary Responsibilities

• Perform analysis regarding key financial and business metrics in a way that connects financial information, underlying business drivers, and the macroeconomic environment.
• In partnership with other financial analysts, develop and prepare monthly financial forecasts and financial reports, quarterly earnings, lead the operating expense budget process, assist with commissions/earnings/revenue, update sales commission plans, create financial modeling and reconciliation between different systems of reporting, and provide financial analysis on an ad hoc basis to leadership. The ability to collaborate effectively is essential.
• Assist in preparing materials for senior management on monthly, quarterly and annual basis.
• Sales forecasting, reporting, dashboard maintenance, metrics, pipeline evaluation, tracking against production goals, and building out new reporting capabilities.
• Help in data configuration, data mining and business intelligence projects.
• Develop reports in various programs including Workday, Salesforce and other ad hoc reports as needed.
• Review and analyze existing platforms, tools, and services for efficiency, effectiveness, and scalability, then develop strategies for continuous system improvements.
• Other duties as assigned

Required Qualifications & Skills

• Bachelor’s degree in finance, macro-economics, statistics, accounting or mathematics or a related field, required. MBA or Master’s degree in Finance or Economics preferred. Strong understanding of Accounting also preferred.
• 7+ years of progressive professional experience and the ability to perform complex financial analysis, assess operating metrics, and create presentations that simplify complex or detailed analytics. Experience in similar roles in Financial Services, preferred.
• Strong quantitative and analytical skills demonstrating superlative attention to detail and accuracy, required.
• Advanced MS Excel skills required, including logical and reference formulas, financial functions, correlation through pivots, best practice structure/design, and formatting for executive presentations.
• Workday, Salesforce, NetSuite experience a plus.

Desired Characteristics

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with highest integrity and attention to detail
• Passionate about efficient, scalable business processes

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Discretionary bonus incentive
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement for qualified positions
• Benefits reimbursement

Physical Requirements/Special Demands

• Must be available to work standard business hours, and occasional nights/weekends.
• Travel may be necessary for important meetings, team/company events and can be scheduled in advance.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.