Senior Financial Analyst

United StatesRemotesenior

Finance & AccountingFinancial Analyst

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Quick Summary

Overview

Senior Financial Analyst Solovis is a leading portfolio management and analytics platform helping institutional investors navigate todays complex global markets with clarity and confidence.

Key Responsibilities

Ensure system-driven calculations of ARR are accurately maintained and reconciled with reported revenue each month, leveraging automated processes for consistency and precision. Deliver accurate, robust, and dynamic budgeting and ongoing forecasts.

Requirements Summary

Bachelors in Finance or Accounting 2+ years in FP&A / Strategic Finance, Investment Banking, Consulting, or Transaction Services Strong modeling and analysis skills (advanced Excel; comfort with messy data).

Technical Tools

excelforecasting

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate todays complex global markets with clarity and confidence. Backed by Insight Partners, were building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by a culture of disciplined execution, humility, and curiosity where AI is at the core of how we operate, innovate, and serve clients. At Solovis, youll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide.

The Senior Financial Analyst reports directly to the VP of Finance and will play a crucial role in shaping the financial landscape and supporting the strategic decision-making process. You will be pivotal in analyzing financial data, forecasting revenue and expenses, and providing insightful recommendations to optimize financial performance and drive growth. Your responsibilities will include developing financial models, conducting variance analysis, and collaborating with cross-functional teams to ensure financial targets are met. With a keen eye for detail and a strategic mindset, you will contribute to the financial planning and analysis efforts, assisting in the company's ongoing success and scalability.

Responsibilities

~1 min read

→Ensure system-driven calculations of ARR are accurately maintained and reconciled with reported revenue each month, leveraging automated processes for consistency and precision.
→Deliver accurate, robust, and dynamic budgeting and ongoing forecasts.
→Deliver financial reports and insightful commentary for board and lender presentations on time and with high accuracy.
→Manage the integration of financial data into existing models and budgets following M&A activities, ensuring timely and accurate consolidation of historical and projected financials.

Involves a meticulous approach to work, prioritizing accuracy and thoroughness to ensure high-quality outcomes.
Encapsulates taking full responsibility for ones actions and their outcomes, emphasizing accountability and learning from experiences.
Detail-oriented and organized, this individual prioritizes effectively, excels at time management, and anticipates well in decision making.

Requirements

~1 min read

Bachelors in Finance or Accounting
2+ years in FP&A / Strategic Finance, Investment Banking, Consulting, or Transaction Services
Strong modeling and analysis skills (advanced Excel; comfort with messy data).
Clear executive communication: concise written updates and confident verbal readouts.

Requirements

~1 min read

Experience in PE-backed environment, preferably within enterprise software
Experience supporting M&A planning and post-close integration.
Master's Degree in Finance or Accounting
CPA or CFA

We want to make sure this is a great fit for both you and us. If you're invited to the next stage, you'll first complete a couple of quick aptitude and personality assessments before chatting with a recruiter. Don't worry- everyone here takes them, all the way up to our CEO. The invite will come from our system (Hirebridge) through a no-reply email address, so keep an eye on your inbox (and maybe your spam folder, just in case).

Artificial intelligence (AI) technology may be used during the hiring process to record, transcribe, analyze, and rank interview responses. By submitting your application and participating in the interview process, you acknowledge and consent to the use of AI technology in the hiring process.