Overview

ViaPath is looking for a Financial Reporting Manager who will report to the Director of Finance and will be responsible for managing and augmenting P&L models, supporting and maintaining a forecasting system, leveraging Power BI to extract business insights and build KPI dashboards along with custom reporting for internal and external stakeholders. This position will support the Director, Finance in periodic forecasting and annual planning as well as the broader finance team and other stakeholders with financial reporting and analysis on a regular basis.

Responsibilities

• Perform complex financial analysis and modeling. Display complex quantitative data in a simple, intuitive format and present findings in a clear and concise manner.
• Prepare and distribute periodic financial reports and analysis for various stakeholders.
• Build and enhance financial models used to forecast and report the company’s revenue and other key business metrics.
• Analyze financial data, provide recommendations for appropriate action, and prepare related reports for Director, Finance and broader finance team.
• Maintain integrity of data in various systems and tools on behalf of finance, perform/oversee monthly administrative duties and ensure that monthly reporting is completed timely and delivered to internal (or external) stakeholders.
• Seek out and maintain cooperative, productive cross-functional partnerships throughout the enterprise. Partner with the data team and other functional areas to develop robust models and reporting.
• Model positive change management, leading individuals, and teams through new or updated financial models and methodologies, creating opportunities for discussion and deliberation.
• Design, develop and implement methods and strategies to continually improve processes.
• Present reporting and analysis to management. Proactively identify and research unusual trends and make recommendations.
• Reconcile and balance accounts related to the specific financial area(s) to maintain control and accuracy by identifying discrepancies and their cause and recommend corrective action.
• Clearly communicate issues identified and recommend the most appropriate/effective solutions.
• Maintain compliance with corporate policies, procedures and controls and external regulatory requirements.

Qualifications

• Bachelor’s degree from an accredited university (major in accounting, finance, or data analytics); Master’s degree and/or CPA preferred.
• 8 years of finance experience or a related analytical field.
• Advanced MS Excel modeling skills (macros, index, conditional list, arrays, pivots, lookups).
• Capable of investigating, familiarizing, and mastering new data sets quickly.
• Demonstrated financial acumen and/or analytical experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results.
• Knowledge of automated financial and accounting reporting systems
• Experience with reporting and data visualization tools. Working knowledge of Power BI, a plus.
• Microsoft D365 experience preferred
• Knowledge of data gathering, cleaning, and transforming techniques a plus
• Practical knowledge of the interdependencies between Income Statement, Balance Sheet, and Statement of Cash Flows
• Ability to meet deadlines and manage multiple commitments
• Strong interpersonal skills, including written and oral communication skills.
• Positive attitude and willingness to learn and develop self and others