ABOUT WIN:
Founded in 1993, WIN is a highly innovative PropTech company building new and disruptive software platforms and products for the massive real estate industry. We have the stability and brand recognition as a 30-year old company along with the curiosity and energy of a start-up. We are an Entrepreneur 500 company, Entrepreneur Fastest Growing company, and recognized as the Most Innovative Home Services Company.
OUR CULTURE:
Our colleagues are driven by curiosity and tinkering and a desire to make an impact. They enjoy a culture of high energy and collaboration where we listen to each other with empathy, experience personal and professional growth, and celebrate small victories and big accomplishments. Click here to learn more about our company and culture: https://www.linkedin.com/company/winhomeinspection/life
ABOUT THE SENIOR FINANCIAL ANALYST ROLE:
WIN is looking to add a Senior Financial Analyst to our growing team! Ideal candidates are passionate about analyzing financial and operational reporting to drive business improvement and growth. You will play a crucial role in ongoing forecasting, budgeting and financial reporting, as well as presenting analyses of various business and accounting metrics, to support WIN’s mission and growth.
KEY RESPONSIBILITIES:
- Support and review monthly financial reporting (e.g. balance sheets, income statements, and cash flow) and reconciliations
- Analyze business data and metrics across accounting (e.g. QBO, Sage Intacct) and other operational systems (e.g. CRM, ERP)
- Present key findings and recommendations to internal stakeholders
- Collaborate with cross-functional teams to support business initiatives, including in developing budgets, forecasts, and financial models
- Proactively communicate with internal stakeholders, customers and vendors to identify discrepancies and resolve issues promptly
- Support audit, tax, and other regulatory filings / processes
- Research and implement relevant accounting standards and regulations, ensuring compliance with relevant laws and guidelines
- Identify and implement initiatives to improve financial processes, controls, and compliance
REQUIRED QUALIFICATIONS:
- MBA and Bachelor's degree in business, finance or accounting
- 5+ years of experience in a financial-based position following US GAAP, preferably in a SaaS business
- Experience with accounting software (e.g. QBO, Sage Intacct, etc) and operational software (ERP/CRM, Payroll, Project Planning, etc)
- Experience with MS Office including Excel and Powerpoint
- Strong knowledge of accounting (e.g. US GAAP and FASB) principles, standards, and practices
- Highly analytical with the ability to present complex financial data
- Detail-oriented with a focus on accuracy and quality of work
- Strong work ethic, high integrity, and a team-player
WHAT WE OFFER:
- Highly inclusive and collaborative culture built on mutual respect
- Focus on core values, initiative, leadership and adaptability
- Strong emphasis on personal and professional development
- Flexibility to work remotely and/or hybrid indefinitely
