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Principal Finance Analyst, Corporate Finance #1681

The Corporate Finance team is seeking a finance professional to provide financial and strategic insights to drive decision making and support all Corporate Finance processes, internal and external reporting as well as partnerships across the organization. This is an excellent opportunity to join a dynamic organization in an impactful role which includes frequent interaction with leaders across the business.  We are looking for a candidate with proven experience in financial analysis, business planning, and reporting. The ideal candidate will have a strong understanding of accounting principles and demonstrate a strong ability to effectively communicate financial information to senior management. This highly visible role is 100% remote and reports to the Vice President, Corporate Finance. 

 


Responsibilities will include, but are not limited to the following:  


-Prepare, manage and review monthly Corporate reporting and forecasting processes as well as annual operating plan and long range planning cycles  


-Analyze drivers of financial performance and prepare financial metrics and financial performance reports to drive decision making 


-Act as a strategic partner to key stakeholders across the business, providing recommendations to enable decision-making 


-Provide regular and ongoing updates for senior leadership on status of the business and key performance drivers 


-Support CFO, Head of Investor Relations and other business leaders with ad-hoc requests  


-Identify and lead initiatives to continuously improve, automate and scale forecasting and reporting tools, processes, and methodologies 


-Support preparation of Executive and Board presentations, progress monitoring, and monthly/quarterly financial close activities 


-Build and maintain infrastructure to forecast company balance sheet. Demonstrate deep functional based analysis of cash activity to forecast and calculate Non-GAAP free cash flow, and analyze working capital drivers to improve cash flow 


-Support Quarterly Earnings preparation process 


-Design and develop scalable and optimized Anaplan models for business operational needs and ad hoc analysis 


-Maintain Anaplan models including data integrations, calculations and reporting 

 


A successful candidate will possess sound strategic perspective, business judgment and a clear understanding of financial statements, with financial story-telling capabilities and a collaborative working style.  The ability to manage stakeholders through clear communication and cross-functional relationships is extremely important.  Additional success factors include demonstrating strong intellectual curiosity, a passion for achieving practical business impact, exceptional interpersonal skills, and integrity. 


 


Job Requirements
  • Candidates for this position will have 3+ years of progressive finance and experience. Exposure to SaaS business models is preferred. Candidates should also possess the following: 
  • Bachelor’s degree in Business, Finance, or Accounting.  Master’s degree is a bonus. 
  • Strong analytical skills with proven proficiency in financial modelling and experience manipulating large data sets from various sources, interpreting data trends, and extracting business insights 
  • Demonstrated experience in utilizing knowledge of accounting and forecasting concepts in developing financial projections with full sets of financial statements 
  • The ability to listen actively and ask relevant, incisive questions as well as confident, independent thinking that communicates an analytic point-of-view to finance and business partners 
  • Polished communications skills including an ability to understand complex matters and analyses, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations especially at exec level 
  • Experience influencing, training, mentoring and leveraging one’s skills and others to achieve objectives in a cross-functional and matrix organizational environment 
  • Solid working experience with tools like Anaplan and Netsuite 
  • Customer focused mindset with the energy and desire to effectively collaborate and influence across a large organization; including working with all levels and with remote team members. 


MeridianLink has a wonderful culture where people value the work they do and appreciate each other for their contributions. We develop our employees so they can grow professionally by preferring to promote from within. We have an open-door policy with direct access to executives; we want to hear your ideas and what you think. Our company believes that to be productive in the long term, we must have a genuine work-life balance. We understand that employees have families and full lives outside of the office. To that end, we honor their personal commitments.

MeridianLink is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, age, national origin, disability, or any other characteristic protected by applicable law. 

MeridianLink runs a comprehensive background check, credit check, and drug test as part of our offer process.

Salary range of $86,200-133,400. [It is not typical for offers to be made at or near the top of the range.] The actual salary will be determined based on experience and other job-related factors permitted by law including geographical location.


Meridianlink offers:

Stock options or other equity-based awards

Insurance coverage (medical, dental, vision, life, and disability)

Flexible paid time off

Paid holidays

401(k) plan with company match

Remote work

All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated, or superseded from time to time. 

#LI-REMOTE

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Average salary estimate

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$86200K
$133400K

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What You Should Know About Principal Finance Analyst, Corporate Finance #1681, MeridianLink

At MeridianLink, we're searching for a talented Principal Finance Analyst to join our Corporate Finance team and play a pivotal role in steering our financial strategy. This fully remote position allows you to collaborate with leaders across the organization while providing comprehensive financial insights that drive informed decision-making. In this impactful role, you'll manage corporate reporting and forecasting processes, analyze financial performance drivers, and serve as a strategic partner to key stakeholders. If you're someone who thrives on transforming complex data into actionable recommendations, then this is the perfect opportunity for you. You'll be at the forefront of preparing executive presentations, leading initiatives to enhance our forecasting tools, and ensuring continuous improvement in our reporting methodologies. Your strong analytical skills, attention to detail, and expertise in financial modeling will be critical as you support senior leadership with earnings preparation and monitoring cash flow activities. At MeridianLink, we not only value your professional input but also prioritize a healthy work-life balance, so you can grow both personally and professionally. If you're ready to bring your deep understanding of finance, accounting principles, and strategic insight to a company that appreciates your contributions, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Principal Finance Analyst, Corporate Finance #1681 Role at MeridianLink
What are the main responsibilities of a Principal Finance Analyst at MeridianLink?

The Principal Finance Analyst at MeridianLink is responsible for overseeing monthly corporate reporting, forecasting processes, and preparing annual operating plans. This role requires analyzing financial performance, providing strategic insights for decision-making, and supporting senior leadership with updates and ad-hoc requests. There is also an emphasis on improving forecasting tools, preparing presentations for executives, and ensuring consistent monitoring of financial metrics.

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What qualifications do I need to become a Principal Finance Analyst at MeridianLink?

To qualify for the Principal Finance Analyst position at MeridianLink, candidates should have at least 3 years of progressive finance experience, preferably with exposure to SaaS business models. A bachelor's degree in Business, Finance, or Accounting is essential, while a master's degree is a bonus. A proven proficiency in financial modeling and strong analytical skills, alongside polished communication abilities, are key to success in this role.

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What tools and software should a Principal Finance Analyst at MeridianLink be familiar with?

A Principal Finance Analyst at MeridianLink should have solid working experience with tools such as Anaplan and Netsuite. Familiarity with financial modeling software and data analysis tools will also be beneficial, as these skills are crucial for manipulating large datasets and deriving insights from financial data.

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How does MeridianLink support the career growth of a Principal Finance Analyst?

At MeridianLink, we pride ourselves on our culture of professional development. We prefer to promote from within, offering our team members opportunities to grow their careers. With an open-door policy, employees have direct access to executives, ensuring that your ideas and contributions are recognized. We’re committed to ensuring that you achieve a fulfilling work-life balance while advancing in your career.

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What does MeridianLink value in an ideal Principal Finance Analyst candidate?

An ideal Principal Finance Analyst candidate for MeridianLink is someone with strong analytical and financial modeling skills, a thorough understanding of accounting principles, and the ability to communicate financial insights effectively to senior management. We value intellectual curiosity, a collaborative spirit, and the drive to make a practical business impact, all while fostering strong relationships across various stakeholders.

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Common Interview Questions for Principal Finance Analyst, Corporate Finance #1681
What experience do you have with corporate financial reporting and forecasting?

In your answer, relate specific experiences where you successfully managed corporate financial reporting and forecasting processes. Cite examples demonstrating how your analytical skills aided in producing reports that drove business decisions.

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How do you approach financial analysis to support decision-making?

Describe your methodology for conducting financial analysis. Emphasize how you analyze data trends, interpret results, and present your findings or recommendations to influence key stakeholders.

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Can you discuss a time you identified and implemented process improvements in financial reporting?

Use a concrete example that showcases your initiative and ability to streamline processes. Explain the challenges faced, the actions taken, and the results achieved, emphasizing your critical thinking and problem-solving skills.

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What tools do you use for financial modeling and analysis?

Mention specific tools like Anaplan and Netsuite that you have experience with. Highlight your ability to manipulate data sets and how these tools have enhanced your analyses or reporting capabilities.

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How do you ensure effective communication of financial information to senior management?

Discuss your strategy for tailoring financial communications to your audience. Include how you simplify complex information and use clear, concise language to ensure your findings are understood and actionable.

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Describe your experience with forecasting cash flow and working capital.

Provide details on how you’ve forecasted cash flow in previous roles, the methodologies you used, and your knowledge of working capital drivers. Highlight any successes in improving cash flow efficiency.

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As a Principal Finance Analyst, how do you act as a strategic partner to other business teams?

Emphasize the importance of collaboration and your ability to establish strong relationships with various stakeholders. Discuss how you've provided actionable insights or guidance that assisted business leaders in their strategic goals.

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How do you prioritize multiple projects and deadlines, especially in a remote work environment?

Talk about your time management and organizational strategies. Mention specific approaches you use to balance workloads and maintain productivity, highlighting any tools or systems you rely on.

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Can you give an example of a challenging financial analysis project you managed?

Detail the project, the challenges faced, and how you applied your analytical skills to address them. Conclude with the positive outcomes and any recognition received.

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How do you stay current with financial regulations and trends?

Explain your methods for staying informed about changes in financial regulations and emerging trends. Mention any sources of information, such as professional networks, seminars, or courses that you utilize to enhance your knowledge.

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Full-time, remote
DATE POSTED
December 8, 2024

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