Senior Financial Analyst – Operations

🕒 August 21

🇺🇸 United States – Remote

💵 $66.6k - $105k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 13%

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Logo of Paylocity

Paylocity

5001 - 10000 employees

Founded 1997

👥 HR Tech

☁️ SaaS

🤝 B2B

💰 $10M Venture Round - Paylocity on 2008-05

HR Tech • SaaS • B2B

Paylocity is a provider of cloud-based payroll and human capital management software for businesses of all sizes. Its platform includes payroll, HR, time & labor, benefits administration, talent management (recruiting, onboarding, performance, learning), employee experience tools and AI-driven features, and it serves small businesses through enterprises as well as partners such as accountants, brokers, and tech partners.

📋 Description

• Prepare and maintain complex financial models, including income statement, balance sheet, and cash flow forecasts • Partner with business leaders to develop annual budgets, rolling forecasts, and long-range financial plans for assigned P&L categories • Support monthly and quarterly close by preparing advanced analyses and reviewing work performed by junior analysts • Maintain and analyze financial metrics, KPIs, and ratios to assess business performance, labor efficiency, capital investments, and profitability • Perform ad hoc financial modeling and analysis for strategic initiatives and leadership decision-making • Serve as a trusted finance partner to leaders across Finance, Product, Sales, Human Resources, Marketing, and/or Operations • Support earnings guidance and external reporting through forecast preparation and analytical support • Prepare and maintain balance sheet and statement of cash flows budgets and forecasts • Present financial insights, pricing recommendations, and strategic analyses to senior leadership and executives • Coordinate designated financial approval or governance processes • Support the earnings release process, including preparation of financial statement forecasts • Prepare complex financial analyses for monthly and quarterly close, including reviewing work completed by Financial Analyst I and II • Conduct other ad hoc analyses and financial modeling as requested by the manager

🎯 Requirements

• 5+ years of corporate finance experience • Exposure to a public company environment is a plus • Strong quantitative, analytical, and financial modeling skills • Advanced proficiency in Microsoft Excel and PowerPoint • Ability to synthesize complex analyses into executive-ready insights • Excellent written and verbal communication skills • Comfort presenting to senior leadership • Ability to lead cross-functional initiatives and influence without direct authority • High attention to detail • Strong organizational and time-management skills in a fast-paced environment • Bachelor’s degree required, with focus in Accounting or Finance preferred; other quantitative-focused majors may be considered • CPA or other professional designation strongly preferred • Big 4 public accounting experience preferred • Ability to sit for extended periods, typically 7–8 hours per day • Ability to use a computer, phone systems, and multiple software applications simultaneously • Ability to create, edit, and present digital materials and documentation

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • 401(k) match • Perks supporting employees, families, and finances • Career development opportunities • Annual bonus • Restricted stock unit grant based on individual performance • Full range of benefits

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