• Senior Financial Analyst

    Job Locations US-MA-Cambridge
    Category
    Accounting/Finance
  • Overview

    Fuel your intellectual curiosity and professional growth. Forrester is an idea company, where smart, motivated, curious people bring a diversity of opinions and the courage of their convictions to collaborate on ideas that change the course of business. Most of all, bring a point of view; here, every voice has value. At Forrester, you’ll work with innovative clients at emerging and established brands; these are the business and technology leaders we inspire and who inspire us. 

     

    About This Role:

    The Senior Financial Analyst plays a vital role in helping business leaders understand the major trends influencing Forrester’s financial results. The Senior Financial Analyst leads or contributes meaningfully to the following key financial planning and analysis (FP&A) processes for his/her assigned business units.

    Responsibilities

    • Partner with business leaders and maintain a productive relationship that ensures visibility and understanding of key financial and business drivers and facilitates fluid and effective decision making.
    • Maintain long-range forecasts and drive completion of annual budget for bookings, revenue, and expenses.
    • Manage the accounting close process and conduct quality control of financial results, including analysis of bookings (sales), revenue, and expenses as appropriate.
    • Present the monthly management financial review to the business unit and finance leadership. This includes slide deck preparation, presentation of variance analysis, and commentary of results compared to plan and to the prior year.
    • Prepare the monthly rolling forecast update in collaboration with business unit leaders, including analysis and commentary on risks, opportunities, and actionable course-correction recommendations.
    • Manage the weekly resource planning process, driving optimization of available people and nonpeople resources.
    • Manage the administration of the FP&A planning system and processes related to monthly close and management reporting.
    • Evolve financial models and processes for continuous efficiency and quality improvement.
    • Manage special projects such as strategic planning, business case preparation, external benchmarking, and M&A support.

    Qualifications

    • A bachelor’s degree in a business discipline with a minimum of five years of experience; an MBA or post-graduate degree is a plus.
    • A polished professional with good presentation skills.
    • A team player who can partner effectively with peers and senior leaders.
    • An independent thinker with a sense of urgency, a commitment to quality, and the ability to prioritize effort in a fast-paced environment.
    • Advanced knowledge of Excel (analyzing large data sets, financial modeling, etc.).
    • A solid understanding of database structure (CRM, data warehouse, ERP, etc.); experience with cloud-based planning platforms is a plus, with Anaplan modeling experience strongly preferred.
    • Experience with public midsize services businesses and/or subscription revenue models is a plus.

     

     

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    FLSA Status:

    Exempt

     

    Forrester Research, Inc. is an Equal Opportunity/Affirmative Action Employer that is committed to equal employment opportunity for all qualified individuals without regard to race, color, religion, national origin, ancestry, sex, age, disability, sexual orientation, gender identity and expression, marital status, genetic information, military service, veteran status, or any other status protected by applicable law. Minorities, Women, Individuals with Disabilities, and Veterans are especially encouraged to apply.

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