Financial Analyst

Be part of something revolutionaryWe have a vision. Our Digital Brain, o9's AI-powered platform, is being used by global enterprises to drive their digital transformations. The integrated planning and operational efficiencies we provide is helping businesses do more, be more, and mean more to the world at large. Because businesses that plan better, reduce waste, creating value for themselves and the planet.
But we also have a vision for our people. We want the most talented, committed, and driven people to power our transformative approach. In return, we'll provide a nurturing environment where you can be a part of something special.
About the role...
As a Financial Analyst, you will partner with the leadership team of o9 to drive company performance. This includes partnering with the finance and accounting team in driving month-end close, monthly reporting, variance analysis, creation, and delivery of the Annual Operating Plan (AOP) and Quarterly rolling forecast. The ideal candidate will bring a combination of strong analytical capabilities, communication skills, superior attention to detail, and a curiosity-driven mindset. This is a high visibility role with a significant impact in providing critical input to the monthly close, reporting and analysis. For the right candidate, it is a platform for rapid career development and personal growth. This role is well suited for a candidate with a business finance, FP&A, consulting, investment banking, or private equity experience, preferably in a SAAS company.
What you'll do for us...

• Drive FP&A activities including monthly/ quarterly close, analysis and reporting for the respective function/ business
• Work with Accounting during close process to ensure accurate entries and suggest reclasses, accruals as needed
• Identify and research variances to forecast, budget and prior year expenses, proactively identifying opportunities for improvement
• Prepare and present P&L monthly reporting package with variance explanations, headcount analysis, expense detail by vendor
• Develop quarterly forecasts and bottoms-up budget, working with the Finance Manager and portfolio leaders
• Dive deeply into financial data and become a subject matter expert to provide additional insights during forecast/budget process
• Business partner with the functional leaders to drive analysis and tools for improved decision making

What you'll have...

• Bachelor's degree and 4+ years of experience in finance preferably FP&A, Business Finance, or a related area
• MBA with 2+ years of FP&A experience highly preferred
• Strong knowledge of accounting/financial/operational principles: GAAP/ IFRS
• Experience working with reporting and budgeting tools, NetSuite financial systems preferred
• Experience developing analysis, reporting metrics and adept with AOP, quarterly forecasting, month end close/ reporting
• Superior attention to detail, ability to successfully manage multiple, competing priorities while maintaining view of big picture goals and initiatives
• Experience within SaaS and/or Supply Chain industries preferred but not required
• Strong interpersonal and communication skills with the ability to easily interface with various levels of management
• Advanced Excel, Word, and PowerPoint skills (or Google Workspace equivalent)

More about us...
With its recent Unicorn status, o9 Solutions is one of the fastest-growing AI-powered digital transformation companies in the world today. Our high-energy environment drives us to grow and aim 10x. It's this drive that has made us leaders of Gartner's S&OP Magic Quadrant.
The o9 platform, or "digital brain", is the premier AI-powered, cloud-based platform behind the digital transformations of major global enterprises. These include Google, Walmart, and Starbucks, among others.
Our headquarters are in Dallas, and we currently have offices in Amsterdam, Barcelona, Bangalore, Tokyo, and Seoul.
o9 is an equal opportunity employer. We welcome applicants of diverse backgrounds and hires without regard to race, color, gender, religion, national origin, citizenship, age, sexual orientation, or any other characteristic protected by law.