Senior Financial Analyst

Red Oak Compliance (“Red Oak”) is at the forefront of compliance software for the financial services and insurance industries. Serving over 1,800 firms worldwide, from single-state advisors to over half of the top 20 asset managers, ROC’s suite of 17(a)-4/WORM compliant solutions boosts process efficiency, minimizes regulatory risk, and controls costs.

Objectives of the Role:

As the Senior Financial Analyst at Red Oak, you play a key role in ensuring we make sound financial decisions. You are the right-hand person to the CFO, translating complex data into actionable insights across all parts of the business. You’ll be making recommendations on a variety of topics to leaders across the business backed by thoughtful analysis. Given the fast-moving nature of our business, you’ll be asked to wear multiple hats and participate in a wide variety of projects, including requests driven by Board of Directors. If you’re excited about an ever-changing company and role, this a great place for you.

Key Responsibilities:

• Act as the Operational Finance Partner for the leadership of the company
• Lead the annual planning process in conjunction with CFO
• Own and improve the financial reporting package for the CEO and the Board
• Own and run ad-hoc financial projects for CEO, CFO, and the Board
• Key role in M&A, spanning from due diligence and integration to executing against the forecast
• Partner closely with Rev Ops to drive ARR and Revenue insights to drive improved performance
• Play a key role in updating our back-office tech stack including analyzing and identifying necessary planning tools, system integrations, and other technological enhancements

Skills/Qualifications:

Experience: 5 years of experience in FP&A or a related function, working cross-functional across departments. Previous investment banking or private equity experience preferred

Education: Bachelor’s degree in Business, Finance, Economics, or a related quantitative field. Advanced degree or certification (CFA, MBA, etc.) preferred

Technical skills: Proficiency in Microsoft Office Suite, particularly Excel, with strong data and financial modeling skills

Analytical skills: Strong leadership, analytical and problem-solving skills with the ability to interpret complex financial data and provide actionable insights

Traits that enable success at Red Oak

• You are a smart, ambitious learner
• You relish change and are excited about wearing different “hats” throughout the day
• You “get your uniform dirty” and strive to understand the nuances of the business
• You are comfortable with ambiguity
• You love to win – whether that is your March Madness bracket or beating our ARR targets

Work Structure:

This position is based out of our Cedar Park HQ, with a minimum of 3 days (Tue – Thu) in the office each week. Limited travel is required.

About Red Oak:

At Red Oak Compliance, we pride ourselves on fostering a vibrant company culture that takes the work seriously but not ourselves. We live by our Core Values (TRUNK) and ensure that we treat our customers and team members like old friends, fostering a warm and welcoming environment where everyone is valued and respected.

Company Culture and Events:

• Red Oak Olympics: A fun-filled event where teams compete in various challenges, promoting teamwork and camaraderie.
• End of Year All Hands: A company-wide meeting to celebrate our achievements, share future goals, and enjoy some festive fun.
• Sporting Events: Regular outings to local sports games, fostering team spirit and providing a chance to unwind.
• Other Events: From holiday parties and sporting events to team-building retreats, there's always something exciting happening at Red Oak.

Benefits:

• Medical, Dental, and Vision Insurance: Comprehensive plans to ensure you and your family are well taken care of.
• Ancillary Benefits: Additional perks such as life insurance, disability coverage, and wellness programs.
• Parental Leave Program: Generous leave policies to support new parents during this important time.
• 401(k) Plan: A robust retirement plan with a 5% company match to help you secure your financial future.

At Red Oak, we believe that our success is directly tied to the satisfaction and success of our customers. If you are passionate about excellence, have a knack for problem-solving, and thrive in a dynamic, fast-paced environment, we would love to hear from you. Join us and be a part of a team that values hard work, innovation, and a lot of fun along the way!