Financial Analyst

The role

The Financial Analyst will partner with company leadership and cross-functional teams to drive growth and optimize costs. This role uses FP&A best practices to develop insights, monitor performance, and support strategic decision-making.

What you will do

• Participate in the creation of the annual operating plan.
• Analyze and communicate historical and forecasted financial and operational performance.
• Lead or support quarterly forecasting processes for income statement, balance sheet, cash flow, and headcount.
• Prepare monthly, quarterly, and annual budget-to-actual analyses.
• Coordinate monthly expense and forecast reviews with assigned departments.
• Assist in preparations of presentations for board and management meetings.
• Analyze and report on SaaS and services metrics.
• Improve the efficiency, accuracy, and scalability of FP&A processes.
• Support M&A activities including analysis, modeling, due diligence, and valuation.
• Identify opportunities to leverage technology like AI and automation.

Required qualifications

• BS degree in Finance or Accounting
• 3-5 years of progressive accounting / finance background in a rapidly growing High Tech or Private Equity environment
• Emphasis on financial systems, KPIs, and modeling
• Strong understanding of financial principles, financial statements, business performance metrics, and quantitative analysis
• Advanced MS Excel skills
• Strong modeling capabilities
• Ability to partner effectively with senior leaders and cross-functional teams
• Excellent analytical and problem-solving skills
• Ability to translate complex data into clear business insights and actionable recommendations
• Comfortable in an environment of rapid change
• Excellent oral and written communication skills
• Demonstrated initiative, strong work ethic, and a continuous-improvement mindset

Nice to have

• Vena Solutions, Great Plains Dynamics software and Salesforce/CRM experience
• Experience with leveraging AI in existing processes
• M&A Experience
• An MBA or CPA

About the company

Liaison has helped higher education institutions build better, more diverse classes for three decades. The company provides the Centralized Application Service (CAS), Enrollment Marketing services and platform (EMP), SlideRoom, Time2Track, TargetX (CRM) and Othot.