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NAVEX

Senior Financial Analyst

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In-Office
Lake Oswego, OR
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Lake Oswego, OR

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It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.
 

At NAVEX, we’re making the world a better place. A safer place. A more ethical place. A place where anyone, anywhere can have a voice. That’s a serious impact.

Our Senior Financial Analyst is an integral member of the Finance Team.  In this role, you will be responsible for leading key budgeting and forecasting processes, owning monthly variance analysis, providing financial insight across the business, and identifying process improvements.  Working collaboratively with Product Engineering, IT, Hosting, Product Development, and Customer Success, this role is critical to our highly data-driven organization.

A successful candidate will be a proactive finance partner, capable of influencing decisions and improving processes in a dynamic environment. The talent and drive of our team members are key to our continued success!

What you’ll get: 

  • Career growth. With market-leading training and an unwavering commitment to owning your career plan, you can grow your career to new heights.

  • Real rewards. We offer competitive and transparent pay practices, top-of-the-range wellbeing programs, and brilliant opt-in benefits. Because we believe companies should offer more than just a salary.

  • Meaningful purpose. Our products and solutions have real-life impact on people and organizations across the globe. Our innovations make a difference.

  • Life flexibility. We want you to bring your best self to work every day. We understand that you can only do that with quality time to care for yourself, your loved ones and your community.

  • An inspiring culture. Find yourself surrounded by leaders that care, invested teammates, and like-minded groups where you’ll feel at home.

  • Industry leadership. Play your part in a fast-growing organization known for excellence, profitability, and stability.

What you’ll do:

  • Drive the budgeting and forecasting processes by partnering with multiple departments to ensure alignment with business and corporate objectives

  • Perform variance and trend analysis between actual, budget, and forecast targets

  • Influence business decisions via finance partnership, including development and maintenance of financial models and ad-hoc reporting

  • Leverage tools and systems to quickly access data and present meaningful, concise information to management

  • Prepare and deliver board reporting packages, including financial summaries and strategic insights

  • Contribute to the evolution of financial models, tools, and dashboards to support scalable growth

  • Maintain ownership of capital expenditure (CapEx) tracking and reporting

What you’ll need:

  • A BA/BS in Finance, Accounting, Business or STEM discipline

  • 5+ years of experience in Accounting, FP&A/Financial Analyst or quantitative analysis role; SaaS/Software industry a plus

  • Advanced Excel and financial modelling skills (pivot tables, logic formulas, linking, etc.); experience with NetSuite ERP and Planful financial performance management tools a plus

  • Exceptional attention to detail and an insatiably inquisitive nature; having a desire to understand the business behind the numbers is an important factor in success

  • Desire to be an independent worker with ability to conduct research, analyze data and problem solve

  • Excellent verbal and written communication skills, presentations skills, and an appreciation for collaboration across a diverse group of people

  • Ability to drive results through your job competencies of analytics and reporting, attention to detail and collaboration while leveraging NAVEX’s core values

Our side of the deal: 

We believe everyone deserves to see their path forward, and the steps in place to achieve their career and financial goals. 

  • Every team member is required to have a career plan in place, to be reviewed with their manager after six months in our team.

  • The starting pay range for this role is $90,000+ per annum.

  • Pay progression based on your performance. 

We’re committed to helping you thrive in all aspects of your life. Our pay programs are just one element of this. Check out NAVEX’s career page to find out more information.

We’re an equal opportunity employer, including all disability and veteran status. 

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
 

NAVEX Charlotte, North Carolina, USA Office

13950 Ballantyne Corporate Place, Suite 300, , , Charlotte, NC , United States, 28277

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

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