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It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary:

Our Financial Analyst is an integral part of the Finance Team.  You will be responsible for executing the annual budgeting process, performing ad-hoc analysis, providing accurate, timely and insightful financial reports as well as identifying and implementing process improvement opportunities.  Working collaboratively with sales, product management, customer success and other areas of the business, this role is critical to our highly data-driven organization.

A successful candidate should have a “roll up your sleeves and get the job done” attitude as well as the ability to work in a highly collaborative team environment.  The talent and drive of our team members are key to our continued success!

What you’ll get: 

  • Career growth. With market-leading training and an unwavering commitment to owning your career plan, you can grow your career to new heights.

  • Real rewards. We offer competitive and transparent pay practices, top-of-the-range wellbeing programs, and brilliant opt-in benefits. Because we believe companies should offer more than just a salary.

  • Meaningful purpose. Our products and solutions have real-life impact on people and organizations across the globe. Our innovations make a difference.

  • Life flexibility. We want you to bring your best self to work every day. We understand that you can only do that with quality time to care for yourself, your loved ones and your community.

  • An inspiring culture. Find yourself surrounded by leaders that care, invested teammates, and like-minded groups where you’ll feel at home.

  • Industry leadership. Play your part in a fast-growing organization known for excellence, profitability, and stability.

What you'll do:

  • Drive the budgeting and forecasting processes by partnering with executive management to ensure alignment with business and corporate objectives

  • Perform variance and trend analysis between actual, budget and forecast targets for our business

  • Influence business decisions by providing analytical support, including development and maintenance of financial models and ad-hoc reporting

  • Leverage tools and systems to quickly access data and present meaningful, concise information to management

  • Ensure the accuracy and integrity of financial reports

  • Proactively seek and streamline processes to add efficiencies without sacrificing quality

  • Perform self-initiated analysis to highlight areas of management interest

  • Optimize and enhance current reports and templates with validation checks for process improvement where possible

What you'll need:

  • A BA/BS in Finance, Accounting, Business or STEM discipline

  • 2+ years of experience in Accounting, FP&A/Financial Analyst or quantitative analysis role; SaaS/Software industry a plus

  • Expert level Excel skills (pivot tables, logic formulas, linking, etc.)

  • Experience with Salesforce or other ERP system is a plus

  • Experience with Power BI, Tableau or other BI/data visualization software is a plus

  • Exceptional attention to detail and an inquisitive nature; having a desire to understand the business behind the numbers will contribute to your success

  • Desire to be an independent worker with ability to conduct research, analyze data and problem solve

  • Outstanding ability to visually present information

  • Excellent verbal and written communication skills, presentations skills and a commitment to collaborate with people across a variety of levels with diverse backgrounds

Our side of the deal:

We believe everyone deserves to see their path forward, and the steps in place to achieve their career and financial goals. 

  • Every team member is required to have a career plan in place, to be reviewed with their manager after six months in our team.

  • The starting pay range for this role is $70,000+ per annum.

  • Pay progression based on your performance. 

We’re committed to helping you thrive in all aspects of your life. Our pay programs are just one element of this. Check out NAVEX’s career page to find out more information.

We’re an equal opportunity employer, including all disability and veteran status. 

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

14 Days Ago
Reference ID
Employment Type
Full time
Hybrid Charlotte, NC
Hybrid Lake Oswego, OR