Sr. Analyst, Corporate Finance

Kaseya CareersMiami, FL
4d

About The Position

The Sr. Analyst of Corporate Finance will support core financial reporting processes and strategic financial initiatives. This individual will be chiefly responsible for partnering with the G&A & CFO organization business leaders with respect to annual operating plan, monthly financial business reviews, and P&L. The role will also lead the development and maintenance of standard financial templates and frameworks, while acting as a central orchestrator for strategic finance projects across functional finance teams.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
  • 3–5 years of experience in Corporate Finance, preferably within the scope of Finance Business partnering and reporting.
  • Strong understanding of financial statements and forecasting methodologies.
  • Proven experience managing complex reporting cycles and financial planning processes
  • Exceptional organizational and project management skills, with a demonstrated ability to coordinate multiple stakeholders.
  • Advanced Excel and PowerPoint skills; experience with financial planning tools and data visualization platforms.
  • Strong cross-functional collaboration and communication skills, with the executive presence to deliver insights clearly and concisely.

Nice To Haves

  • Experience leveraging and implementing AI to drive finance process improvement a plus

Responsibilities

  • Support the preparation and coordination of the Annual Operating Plan (AOP) in partnership with FP&A, business units, and functional stakeholders (G&A & CFO org leaders).
  • Help drive monthly financial business reviews, ensuring variance analysis, forecasting updates, and insightful commentary are delivered to senior leadership in conjunction with business partners
  • Manage end-to-end P&L reporting and analysis, identifying trends and partnering with cross-functional teams to explain performance.
  • Own and maintain standardized financial templates, reporting tools, and dashboards to streamline recurring processes and ensure consistency, ideally using AI & tech automation to drive efficiency
  • Project manage cross-functional strategic finance initiatives, ensuring timely delivery and integration of inputs across all finance service lines (e.g., FP&A, Accounting, RevOps).
  • Support ad hoc analyses and special projects related to growth initiatives, cost optimization, and investment evaluation.
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