About Source Intelligence 

As product compliance and ESG regulations continue to expand worldwide, and consumers increasingly demand sustainable, eco-friendly products, companies struggle to collect, validate, and report supply chain data to meet due diligence and compliance obligations – particularly when sourcing materials and commodities from around the world.   

Source Intelligence is the culmination of five trailblazers in ESG and compliance solution development who combined their expertise and technology to deliver the most comprehensive solution on the market. We empower our clients to identify and eliminate environmental hazards and human rights abuses in their supply chains through unmatched innovation, reliability, and expertise. Our industry-leading solutions – from SaaS software to fully managed services – are designed to meet each client’s unique needs and evolve alongside them throughout their compliance journey.   

By partnering with Source Intelligence, companies gain deeper insight into their supply chain, enabling them to make better sourcing, design, and packaging decisions for the benefit of people and the planet. 

About the role

Reporting to our CFO, the Financial Analyst will be responsible for financial and analytical support for our corporate and departmental modeling and analysis requirements. This highly visible role will require frequent interaction and coordination with senior, executive management and the board of directors, as you work with them on tracking and communicating key performance metrics through dashboards and reporting, identify and develop solutions to improve business processes and performance, and facilitate data-driven decision making. The Financial Analyst will also be responsible for budgeting and forecasting activities, including the production of the annual operating budget, quarterly forecast updates, and monthly budget variance analysis.  As a key member of the Finance team, the Financial Analyst will also support month-end close, perform ad-hoc analysis and assist with any M&A or R&D business case development.

What you’ll do

• Drive traditional ARR-based business understanding and metrics throughout the organization, breaking down all elements of the recurring revenue and the key levers to ARR growth.
• Provide data-driven analytics and insights that help leadership uncover trends, opportunities, and risks that will inform future strategic and financial decision making.
• Communicate and display complex quantitative data in a simple, intuitive format and present findings in a clear and concise manner.
• Investigate and master new data sets to identify and develop solutions to improve business processes and reporting.
• Assist in the development and communication of the annual budget and monthly forecasts to executive leadership.
• Support month-end close processes including the analysis and reporting of financial results; ensuring key issues, risks, and business drivers are understood and highlighted.
• Instill financial responsibility through education and partnership with cross-functional teams and department leaders.
• Favorably impact company performance by being a strategic business partner for various organizations.  Helping the company highlight emerging trends and assess their impact so actions are prioritized appropriately.
• Prepare recommendations based on analysis of revenue and expenses including headcount and headcount-driven expense, and product and product line revenue.
• Build and enhance reporting processes used to provide Executive Management with budgeting, forecasting and analysis in support of strategic decision-making and financial models.
• Become a trusted partner and primary point of contact for planning and analysis needs across key business partners.
• Analyze customer base to understand contract renewal opportunities and risks.
• Partner with sales and marketing to create budgets that reflect a demand generation waterfall, and cascade that through the sales pipeline and sales rep efficiency model.
• Determine key drivers of gross margin improvement opportunities for the business and assist management with the development of KPIs to drive efficiency.
• Partner with the sales and marketing teams to consistently track and improve standard metrics including ROI on marketing spend, sales stage conversion, sales cycle, win rate, sales rep productivity, pipeline coverage, and forecasting accuracy, among others.

What we’re looking for

• Proven track record and thorough understanding of the SaaS / software subscription revenue business model.
• Experience working with senior leadership and meeting the needs of investors (PE-sponsors, lenders, etc).
• Demonstrated history of getting deep “in the weeds” on key pieces of financial planning & analysis, and are strong across reporting, financial modeling, forecasting, and business analysis. You can drive a budget process and complete it on time.
• Strong understanding of GAAP and experience with P&L, Balance Sheet and Cash Flow analysis, including ASC 606.
• Experience with Salesforce.com, Netsuite, and possess an extremely high degree of proficiency with MS Office products including Excel (macros, index, conditional list, arrays, pivots and lookups), PowerPoint and Power BI.
• Demonstrated history of taking nebulous ideas and translating them into specific concrete actions.
• Proven ability as a detail-oriented self-starter capable of operating autonomously and driving projects with high performance amidst ambiguity.
• Comfortable taking nebulous direction, translating that direction into a plan and enlisting those you need to get the job done.
• Demonstrated ability to meet tight deadlines, prioritize workload and achieve effective results (on-time and with minimal support).
• Exceptional communication skills and emotional intelligence to quickly establish credibility and gain the trust and respect of everyone in the organization.

Please note that the salary ranges provided in this job posting are for reference purposes only and may vary based on factors such as location, experience, qualifications, and prevailing market conditions. Final salary offers are subject to negotiation given these factors. We are committed to fair and equitable compensation practices and encourage candidates to discuss salary expectations during the interview process.