Financial Analyst & Project Manager

Description

We are looking for a Financial Analyst & Project Manager who will provide in-depth financial analysis to support strategic decision-making across finance and sales driven projects. This role involves financial modeling, forecasting, budgeting, and reporting, with a focus on improving financial performance and operational efficiency. They work closely with the Director of Billing, Director of Credit, Controller, and CFO to develop and provide reporting and analytics from internal financial systems. They will train under the existing Product Managers to learn internal proprietary Laserfiche systems and will work closely with all finance system users to gather insights and understanding about the integrity of data collection and make suggestions to improve data cleanliness, as required. They will partner with Finance Leadership and ITS to procure and implement commission software and any other finance software needs that are identified as the Company and Finance department evolve.

Location:

• Hybrid: Three days per week (Tuesday, Wednesday and Thursday) in-office in Long Beach, CA
• Remote work from home on Mondays and Fridays

About the Role – Key Responsibilities

• Master understanding and use of all finance systems, to include but not limited to Zuora, Salesforce, POMS, Laserfiche Forms, Concur, QuickBooks, etc
• Develop dashboards in Power BI, Salesforce and other existing systems, as well as prepare reports to assist with strategy development around financial performance, sales retention, product margin, commission, and budget to actual performance
• Collaborate with various teams that use Finance systems to clarify user demands, business needs and suggest system modifications as needed to improve data integrity
• Perform all-encompassing assessment of information obtained from various systems and sources, resolve discrepancies and compartmentalize information into data sets ready for analysis
• Conduct detailed analysis of various financial data sets to identify trends, anomalies, variances and strategic opportunities
• Manage Strategic Projects to develop timelines and provide on-time deliverables as needed to support overarching Project Roadmap for Company
• Collaborate with Learning & Development team to develop and provide training to Sales teams, respective supporting teams, and external business partners as needed, regarding CPQX and OMS, to capture accurate data for detailed analysis
• Project manage and lead high-risk and complex programs/projects (ie commission software implementation), while maintaining ability to perform Analyst functions when necessary
• Control project quality and success by actively managing issues and the decision process, assessing risks, initiating and tracking change requests, and meeting schedules and deadlines for deliverables
• Collaborate closely with senior leadership, business stakeholders, and vendors to establish and maintain effective communication channels with sponsors, steering committees, and other project stakeholders
• Lead development initiatives with Commerce Platform and BTO teams to create and execute workflows and data dashboards, and to identify and suggest system improvements to financial processes and systems to optimize efficiency and improve data accuracy
• Update or suggest modifications to finance policies, and procedural manual for all Finance systems and partner with L&D to provide training to all system users
• Calculate monthly commissions and collaborate with Finance and Sales teams on development of future year commission plans
• Earn LF Gold Certification and/or train under LF Forms Product Manager to gain knowledge and system fluency to create, modify, and maintain LF Finance forms and systems (to include POMS and OMS/Zuora/SF integrated forms)

About You – Essential Qualifications

• Bachelor’s Degree required in Finance, Economics, Accounting, business management, or related field
• Project Management certification or previous project management experience preferred
• Experience in software-as-a-service
• 5+ years of proven experience as Financial Analyst & Project Manager
• Knowledge and understanding of accounting systems and financial principles
• Proven business acumen to facilitate Company discussions surrounding financial reporting requests and finance system requests; ability to align data analysis for finance and sales strategies
• Ability to maintain confidentiality and exercise a high level of discretion
• Exceptional written and verbal communication skills – able to work effectively across all departments and with global partners
• Strong attention to detail and organizational skills
• Keen sense of urgency with ability to juggle multiple projects; ability to treat system requirements/improvements with appropriate sense of urgency
• Advanced proficiency in Microsoft Excel (ie pivot tables, financial modeling, VLOOKUP, etc), Word, QB, and knowledge of Salesforce
• Proficiency with data visualization tools (ie PowerBi); knowledge of SQL and other data manipulation tools is highly desirable
• Great attitude; team player
• Analytical, proactive, solution-oriented, self-motivated with ability to exercise sound judgement in prioritizing tasks and making business decisions
• Ability to prioritize, coordinate, track, manage and execute identified projects, meet deadlines and milestone deliverables

The salary range varies, and pay is based on several factors including but not limited to education, certifications (if applicable), candidate’s geographic region, job-related knowledge, skills and years of experience amongst other factors.

• $90,000 - $135,000 per year

Perks & Benefits at a Glance

• Generous time off:
  • 15 Days of Vacation
  • 3 Floating Holidays
  • 2 Paid Volunteer Days
  • 9 Paid Holidays
• Hybrid Work Environment
• Free Parking: covered and EV charging stations
• Various 401 (k) Investment Options and Generous Company Match
• HMO and PPO Medical Care Options (Employees are fully covered under HMO)

Applicants must be authorized to work for Laserfiche in the United States on a full-time basis without the need for employer sponsorship. We are unable to sponsor new employment visas, or take over sponsorship of existing employment visas, at this time.

About Us
Laserficheis a leading enterprise platform that helps organizations digitally transform operations and manage their content with AI-powered solutions. Through scalable workflows, customizable forms, no-code templates and AI-enabled capabilities, the Laserfiche® document management platform accelerates how business gets done. Trusted by organizations of all sizes—from startups to Fortune 500 enterprises—Laserfiche empowers teams to boost productivity, foster collaboration, and deliver a superior customer experience at scale. Headquartered in Long Beach, California, Laserfiche operates globally, with offices across North America, Europe, and Asia.

Learn more about our team here.

Laserfiche complies with all Equal Opportunity and Affirmative Action regulations. Laserfiche makes all employment decisions – such as recruiting, hiring, training, promotion, compensation, professional development practices, discipline and termination – without regard to race, religion, color, national origin, ancestry, citizenship, sex, pregnancy, age, creed, physical or mental disability, medical condition, genetic characteristic, marital status, veteran status, gender identity/expression, sexual orientation or any other characteristic protected by law, except as may be permitted by law.

Laserficheprovides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Talent Acquisition at https://www.laserfiche.com/contact/

or 562-988-1688.

Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, and the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.

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