Senior Financial & Operational Analysis Lead

🇺🇸 United States - Remote
⚖️ Finance & Legal🟣 Senior

Job description

-- We are actively reviewing applications for this position –

About LogicManager:

LogicManager leads the Risk Management Software industry, with outstanding feedback from our customers on G2. From navigating the See-Through Economy to championing Environmental, Social, and Governance (ESG) practices, our software empowers global organizations to uphold their reputations and protect stakeholders.

LogicManager is a dynamic remote tech firm that cultivates an environment supporting internal growth and development. We take pride in being designated as a Great Place to Work®, a testament to our commitment to creating an exceptional workplace. As a remote work environment, we prioritize work-life balance, transparency, and collaboration. Our innovative approach to customer satisfaction, recognized as a competitive advantage in our customer-centric Go-To-Market (GTM) strategy, sets us apart.

About This Opportunity:

We’re looking for a collaborative, resourceful, and technology innovations-savvy Senior Financial and Operational Analysis Lead to help turn strategy into action. If you’re a self-starter who thrives on solving real-world business challenges, building smarter processes, and connecting the dots between day-to-day details and the bigger picture. You bring strong analytical thinking, financial acumen, and a process-oriented mindset, and you know how to turn complexity into clarity. In this role, you’ll support core functions like accounting, compliance, and financial reporting, while partnering across teams to scale operations and drive better decisions. If you’re detail-oriented, energized by collaboration, and excited to make a real impact, this is the role for you. This role reports directly to the Assistant Controller.

What You’ll Do:

  • Business Operations & Accounting Support: Partner with the accounting team on building and executing continuous improvements in the monthly financial processes, controls, and reconciliation of accounts (e.g., revenue recognition, accruals, deferred revenue). Support accounts payable (AP) and accounts receivable (AR) processes. Support preparation of financial statements, participate in software capitalization procedures, and assist with ASC 606 and tax compliance. Act as a secondary reviewer or preparer where needed, improving controls and supporting bandwidth during busy periods
  • Business Efficiency Metrics: Design and monitor key business efficiency metrics to identify opportunities for new pricing models,  cost optimization, and process improvements.  Leverage AI, existing systems, or implement new data analysis and visualization tools
  • Forecasting & Modeling: Contribute to short and long-term cash, operational,  financial,l and tax forecasts, including customer acquisition cost (CAC), annual recurring revenue, customer lifetime value (CLV), churn rates, sales variable compensation planning, and other operating and financial metrics
  • Pricing Optimization: Conduct comprehensive pricing analysis to optimize product and service segmentation and geographic pricing strategies, enhancing margin contributions and market competitiveness
  • Financial Reporting: Prepare and present financial reports, highlighting trends, variances, and actionable recommendations to drive performance improvements utilizing advanced reporting tools, including NetSuite ERP, HubSpot, and DealHub. Research and recommend other data management tools and programs to maintain action
  • Continuous Improvement: Stay updated on industry best practices and emerging financial technologies to continuously improve financial analysis and planning processes

About You And What Skills You’ll Need:

  • Education: BA/BS degree, preferably in Finance, Economics, or Accounting

  • Experience: 5+ years of experience in financial operations, ideally with demonstrated expertise in financial planning and analysis (FP&A) and hands-on support of accounting processes

  • Systems Expert: Proficiency with BI tools, financial planning, analysis & reporting systems, Microsoft Excel & Google Sheets

  • Cross-Functional Collaborator: Comfortable working across teams and juggling inputs from multiple departments

  • Detail-Oriented Thinker: You have a sharp eye for details without losing sight of the big picture

  • Independent Achiever: You’re self-motivated, need a little direction, and are always eager to learn and grow

  • Team-Oriented and Growth-Minded: You thrive in a dynamic setting and love working with a variety of teams in our fast-growing space

  • Adaptable Pro: Ready to tackle varied tasks in a lively setting and good at prioritizing on the fly

  • Work Eligibility: Authorized to work in the US (sponsorship not available)

  • Nice-to-Haves (Preferred but not required):

  • Experience in Saas industry

  • Experience with NetSuite ERP

  • Master’s in Business Administration, Accounting, Finance, or Economics

  • Professional certifications (e.g., CPA, CMA)

What Sets LogicManager Apart?

- Award-Winning Community: Our commitment to a vibrant, collaborative, and mission-driven culture has earned us the certification of a Great Place to Work® each year since 2016. As LogicManager flourishes, we’re dedicated to nurturing its inherent culture. We aim to attract those who feel the same way about building a community rooted in mutual trust, respect, integrity, kindness, and fairness.

- Great Benefits & Perks: We believe in supporting our employees with benefits that matter, which is why we offer competitive salaries, 401(k) with matching, flexible paid time off, and more. We also celebrate our successes with frequent company-sponsored activities and events.

- 100% Remote Workforce: We believe in the quality of work over its location, fully supporting and offering a 100% remote work experience to our team.

- Global Presence: We serve our growing base of customers throughout North America (AMER), Europe, the Middle East and Africa (EMEA), and Asia Pacific (APAC).

Please note: You must be authorized to work in the US, as we currently cannot provide sponsorship.

Common Traits That Make Someone Successful at LogicManager:

- Empathy: Tune into the emotions and experiences of others to create meaningful connections.

- Abstract Thinking: Grasp complex, non-physical concepts that drive forward innovative ideas.

- Puzzle-Solving: Connect diverse information and approaches to generate creative solutions.

- Imagination: Develop new ideas, visions, and possibilities to push boundaries.

- Critical Thinking: Analyze situations, making informed decisions based on logic and reason.

- Complex Problem-Solving: Break down intricate challenges into manageable steps.

- Narrative Reasoning: Understand, remember, and convey stories that shape our business.

- Dynamic Reasoning: Reflect on observations and past experiences to inform present decisions.

LogicManager is committed to being an equal opportunity employer. We celebrate and support diversity, and work every day to create an inclusive work environment that represents the world that we live in.

By submitting your application, you agree that LogicManager may collect your personal data for recruiting and related purposes.

LogicManager’s Privacy Notice explains what personal information we may process, where we may process your personal information, our purposes for processing your personal information, and the rights you can exercise over LogicManager’s use of your personal information.

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