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Financial Analyst
Job Description
Job Expectations
Financial Analysis & Reporting
Financial Analysis & Reporting
- Analyze performance drivers across departments and product lines to highlight profitability gaps and opportunities.
- Deliver actionable reporting on net revenue, EBITDA, payroll-to-revenue ratio, and departmental utilization.
- Collaborate with the CFO and CEO to build executive-level reporting and ShoreView-facing financial packages.
- Conduct deep-dive profitability analysis at the partner, department, and service line level.
- Provide visibility into time tracking data to support accurate scoping, over-servicing alerts, and staffing efficiency.
- Help guide leaders in pricing adjustments, bundling strategies, and resource modeling.
- Lead monthly forecasting and budgeting cycles in partnership with department heads.
- Build scenario models that assess risks, forecast revenue changes, and simulate cost outcomes.
- Leverage tools like NetSuite, Salesforce, and Paylocity to streamline financial data and reporting workflows.
- Customize dashboards and create automation opportunities that reduce manual reporting dependencies.
- Contribute to major company priorities including operational efficiency, storage industry focus, and product-led transformation.
- Support the evaluation of strategic investments, pricing models, or acquisitions with financial diligence.
- Strong understanding of financial modeling, budgeting, and forecasting.
- Proficiency in NetSuite with hands-on experience in financial reporting, budgeting, and customization.
- Advanced Excel skills and familiarity with other financial software.
- Excellent analytical and problem-solving abilities.
- Strong communication skills with the ability to present complex financial data in a clear and concise manner.
- Ability to work collaboratively in a fast-paced, team-oriented environment.
- Knowledge of the marketing industry and its financial drivers is a plus.
- 3-6 years of experience in financial analysis, FP&A, or strategic finance.
- Strong understanding of service business economics and private equity-backed reporting cycles.
- Advanced Excel or Google Sheets skills; familiarity with BI tools (Power BI, Tableau) a plus.
- Hands-on experience with NetSuite and Salesforce preferred.
- Skilled in turning complex data into clear, visual insights that support decision-making.
- Comfortable engaging with executive leadership and challenging the status quo with data
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Start your next career adventure in the vibrant city of Kansas City, Kansas! Discover exciting job opportunities in this thriving Midwest hub where growth meets opportunity. Known for its rich history, iconic BBQ cuisine, and passionate sports fans rooting for teams like the Chiefs at Arrowhead Stadium and Sporting KC at Children's Mercy Park, this region offers a unique blend of cultural charm and professional advancement. Explore world-class art at the Nelson-Atkins Museum of Art, catch a show at the Kauffman Center for the Performing Arts, or unwind in the panoramic beauty of Wyandotte County Lake Park. Join us in Kansas City, KS, where job prospects are as enticing as the city itself!
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