Financial Reporting Analyst (USA)

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

Key Responsibilities:

• System Management and Configuration:
  • Configure and maintain the Adaptive Planning system to meet the evolving needs of the organization, ensuring it operates efficiently and effectively.
  • Consolidate operational and financial data into forecasting software for streamlined reporting.
  • Ensure data integrity and accuracy within the system through regular audits and validation processes.
  • Provide ongoing support to users, troubleshooting issues and ensuring timely resolution.
• Financial Reporting:
  • Consolidation of monthly / quarterly / annual reporting; provide variance analysis.
  • Creation of ad hoc reports that provide insights and analysis to support strategic decision-making and financial planning processes.
  • Develop and maintain dashboards and reports to provide real-time visibility into financial performance and key metrics.
  • Assist with preparation and monitoring of budget and forecast.
  • Serve as the subject matter expert for reporting sources and tools; collaborate with other Financial Analysts to ensure comprehensive knowledge of reporting responsibilities.
• Process Improvement:
  • Identify opportunities for process improvements and automation within the financial planning and analysis functions.
  • Implement best practices to streamline workflows and enhance system performance.
  • Stay current with industry trends and advancements in financial planning technology to continuously improve the system and processes.
• Collaboration and Communication:
  • Work closely with cross-functional teams, including Finance, IT, and Marketing, to ensure the FP&A reporting structure meets the needs of all stakeholders.
  • Communicate effectively with team members and leadership, providing updates on system performance, issues, and enhancements.

Qualifications:

• Strong understanding of financial planning, budgeting and forecasting processes.
• Proficiency in using Workday and Adaptive Planning, including building models, creating reports, and administering the platform.
• Familiarity with SQL, Tableau, Snowflake, Salesforce.
• Strong analytical skills with the ability to interpret financial data and communicate insights effectively.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
• Ability to work independently with strong organizational skills, including effective time management and prioritization of competing demands and multiple deadlines.
• Detail-oriented with a focus on data accuracy and integrity.
• High proficiency in Microsoft Excel. Experience in formula building/modeling.
• Team player that embraces change and thrives in a fast-paced environment.
• 5+ years relevant experience