This is an exempt role and is a member of the Finance Department reporting directly to the Vice President, Financial Planning & Analysis.
Key responsibilities include:
Recurring Revenue Forecast Model
Monthly mechanics — data refresh, reconciling the model.
Non-Recurring / Project Revenue Forecast
Pulls bookings/backlog data and tracks actual vs. planned install dates once trained on the source data
Shadows the forecast build and scenario logic
Customer Profitability (Account & Service Contract Models)
Owns data population - pulling cost, invoicing, and usage data into the models and reconciling inputs
Variance Analysis
Actuals vs. budget/forecast and calculates variances by line
Monthly Board Reporting
Prepares slide/schedule population, chart updates, and formatting once underlying numbers are approved
Ad Hoc Requests
Handles quick data pulls and one-off analyses
Requirements:
- Bachelor's degree in Finance, Business or equivalent
- Minimum of one year of financial analysis experience
- Intermediate to advanced level Excel skills
Workplace Benefits We Offer
In addition to earnings and other incentives Allbridge offers a comprehensive package of benefits, based on eligibility, typically for regular, full-time positions, some of which includes:
- Medical and Prescription options, Dental, Orthodontics and Vision Plans
- Rich HSA company-funded options and Flexible Spending accounts
- 100% Company paid premiums for Short Term Disability
- Life and Accidental Death and Dismemberment insurance Plan optio