Sr. FP&A Analyst

Job Description

Company Overview Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcomes such as digital transformation, innovation, and operational agility. Milestone is focused on building an employee-first, performance-based culture and for over 25 years, we have a demonstrated history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow. Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential. Our seasoned professionals deliver services based on Milestone’s best practices and service delivery framework. By leveraging our vast knowledge base to execute initiatives, we deliver both short-term and long-term value to our clients and apply continuous service improvement to deliver transformational benefits to IT. With Intelligent Automation, Milestone helps businesses further accelerate their IT transformation. The result is a sharper focus on business objectives and a dramatic improvement in employee productivity. Through our key technology partnerships and our people-first approach, Milestone continues to deliver industry-leading innovation to our clients. With more than 3,000 employees serving over 200 companies worldwide, we are following our mission of revolutionizing the way IT is deployed. Job Overview Milestone’s Business Finance team provides critical financial and analytical support to its operational. Business partners i.e., delivery executives and managers within the company. This support includes operational performance reporting and analysis; financial analysis; weekly/monthly reviews and follow-ups with delivery executives and support teams to drive efficiency and productivity gains within the business line. These services are critical to achieving the company's strategic, operational and financial objectives. The Business Finance department provides a unique environment for energized and talented business and finance professionals to engage in the business as valued functional advisors, make meaningful contributions to the direction of a dynamic business, and be actively developed and recognized. Position Summary This role will be within the Business Finance team supporting all business units. Key areas of focus This person will be the center point for all financial analysis revolving around Corporate Finance Develop monthly closing packages including Profit & Loss Statement, Balance Sheet & Statement of Cash Flow, deep understanding of all key drivers of the business and have ability to quickly analyze the impact as business conditions change Help with the integration of recently acquired companies Understanding business beyond just finance to anticipate needs and areas of potential business improvement. Balance and utilize their functional expertise, intellectual curiosity, ethics, and interpersonal skills to build and maintain integrative relationships and ensure best in class decision support and recommendation. Develop Sales and Business Development Strategy for your Region Develop and qualify opportunities in the San Francisco Bay area as well as other Regions as directed by Management Prospect and identify key target executives and companies to build trusted and lasting relationships Manage, track and report sales activities and results using Netsuite Build pipeline of qualified projects for continued growth Engage client stakeholders at the executive level to build brand awareness and credibility Collaborate closely with internal peer groups and our client teams for effective partnering Leverage all resources for pre/post-sales support to maximize close ratio and client satisfaction How You Will Make an Impact Focus on P&L analysis.We want some who can deep dive into our Financial Statements on a monthly basis and explain what’s driving the variance. Someone with the ability to deeply understand the business drivers and truly explain the trend within a business line. Track monthly Key business performance indicators (KPI’s). Monthly review with the team presenting analysis and drivers of KPI’s. Brainstorming and providing ideas on improving performance and productivity. Tracking financial performance analyzing plan vs. actuals performance on Monthly/Quarterly and Annual basis Partner and assist with annual / quarterly budgeting & planning What You Will Need To Succeed MBA/CA in Finance with a minimum of 7 years of experience Must have a minimum of 4 years of experience working for IT services companies Strong knowledge and experience of financial and business analysis & Accounting Ability to present findings in a clear and concise manner to Executives and BU Managers Strong understanding of Project financials (budget/invoicing/accruals, etc.) Strong ability to build relationships and communicate effectively. Advanced proficiency with MS Office (Excel, PowerPoint, Word, Teams, Outlook) and Tableau Knowledge of NetSuite or similar ERP platforms. Compensation Estimated Pay Range: Exact compensation and offers of employment are dependent on circumstances of each case and will be determined based on job-related knowledge, skills, experience, licenses or certifications, and location. Our Commitment to Diversity & Inclusion At Milestone we strive to create a workplace that reflects the communities we serve and work with, where we all feel empowered to bring our full, authentic selves to work. We know creating a diverse and inclusive culture that champions equity and belonging is not only the right thing to do for our employees but is also critical to our continued success. Milestone Technologies provides equal employment opportunity for all applicants and employees. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, gender identity, marital status, age, disability, veteran status, sexual orientation, national origin, or any other category protected by applicable federal and state law, or local ordinance. Milestone also makes reasonable accommodations for disabled applicants and employees. We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you. Show more Show less