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SalarySenior Financial Analyst, Revenue and Portfolio Analytics
Remote - work from home
Paycor's HR software is purpose-built for leaders and modernizes people management. We help our customers build winning teams and great places to work. Paycor’s culture is the key driver of our success. Every day, our associates find new ways to add value and progress toward audacious goals. We celebrate wins and share the wealth with a high performance-centric culture that empowers talented people to try new roles, innovate and experiment, and follow their passions.
Job Summary
In this role you will be focused on sharing insights, influencing business decisions, and increasing visibility to all key Customer and Product Analytics. You will play a key role in execution of the strategic and operational financial forecasting, reporting, and management of company's financials. Your role will require deep understanding of the business/market trends and their impact to the financials, partnering on all complex, material projects, and variety of ad hoc analysis.Duties and Cor Responsibilities
- Participate in the preparation of the annual budget and work extensively with business partners to develop monthly rolling forecasts and analyze performance results.
- Analyze records of past and present financial data trends, estimated and actual, understand sales and customer activation commitments and obligations, as well as portfolio attrition dynamics, to project revenue performance
- Apply advanced analytical techniques to identify trends, patterns, and insights from large datasets related to portfolio & revenue performance.
- Provide analytics around rate, volume, and mix within customer and product portfolios.
- Analyze and provide pricing recommendations to ensure service profitability in addition to competitive pricing versus our competitors.
- Generate scenario and ad-hoc analyses on critical business and financial dimensions.
- Assist with various projects related to acquisitions including preliminary analysis, due diligence and post conversion results.
- Assist with developing corporate metrics and competitor analysis, measuring and reporting performance against them.
- Assist with preparation of financial information and presentations to the Executive Team and Board of Directors.
- Support Quarterly Earnings preparations
- Maintain and continuously improve performance and content of a large number of comprehensive interactive dashboards, incorporating both internal and external data sources
- Conduct market research and competitive analysis: Stay up-to-date with industry trends, market dynamics, and competitive landscape to identify opportunities and threats that may impact our portfolio.
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required.
- Bachelor’s degree in Finance, Economics or related field required
- MBA preferred
- 5-7 years of Financial Analyst experience
- Experience in Portfolio Analytics or Business Analytics a plus
- Strong Excel skills including experience analyzing large quantities of data, creating complex formulas, pivots and developing models
- Exceptional quantitative, analytical and problem solving skills with the ability to draw insights and recommendations from analysis and present proposals to internal stakeholders
- Able to work quickly, experiment and amend approach based on data analysis and results
- Knowledge of the SQL, PowerBI, and fluency in BI Data Architecture concepts a plus
Paycor Total Rewards
Take Care of Each Other is one of our Guiding Principles and it’s something we actively pursue through the benefits we offer. We are dedicated to delivering a great personal and professional experience with exceptional benefits to support your wellbeing and the wellbeing of your family. For a complete view of our total rewards program, please visit www.mypaycorbenefits.com.
Highlights include: - A flexible virtual-first work philosophy
- An initial equity award in Restricted Stock Units (RSUs) for all new Associates and on-going award opportunities to participate in the value created through Paycor's growth
- 401(k) with $.65 match for every dollar contributed up to 6% of eligible pay
- Generous paid time off in addition to 10 paid holidays (including YOUR Holiday to celebrate a day or holiday you hold special)
- Three medical plan options – including a $0 cost option and travel & lodging support to ensure access to medical care
- Paid leave for birth parents, non-birth parents, elder caregivers, and military support
- Sabbatical opportunities for tenured Associates
- Employee Stock Purchase Plan, which enables you to buy PYCR stock at a 15% discount
- Inclusive and accessible Employee Assistance Program (EAP) to help with everyday challenges
We also offer competitive compensation determined by each individual's relevant experience, skills, and education. In addition to base pay ($61,600 - $105,164), Paycor Associates are eligible for either a performance-based annual bonus or commission, depending on the position. If your desired salary falls outside of these rates, we hope you'll still apply as there may be other positions that better align.
For more information about our total rewards, please visit www.mypaycorbenefits.com.
If you need assistance or an accommodation during the interview process due to a disability, please email us at interviewaccommodations@paycor.com. This information will be treated as confidential and used only for the purpose of determining an appropriate accommodation for the interview process.
