Vena administration and FP&A AI leadership: serve as the primary functional administrator for Vena, managing system architecture, templates, data hierarchies, and AI capabilities.
M&A integration and data pipelines: lead financial integration of new acquisitions; extract, transform, and audit data from PSA platforms and NetSuite into clean finance pipelines.
Ad-hoc and new reporting: design, build, and automate dashboards and reports within Vena and NetSuite using AI tools to support rapid executive decision-making.
Forecasting and cash: own the rolling three-statement forecast and the rolling 13-week cash flow model for liquidity tracking and to drive long-term profitability and debt-service capacity.
Budgeting and department planning: partner with department heads to build, consolidate, and monitor departmental budgets and the total company budget including addbacks.

Key requirements

Vena administration and FP&A AI leadership: serve as the primary functional administrator for Vena, managing system architecture, templates, data hierarchies, and AI capabilities.
M&A integration and data pipelines: lead financial integration of new acquisitions; extract, transform, and audit data from PSA platforms and NetSuite into clean finance pipelines.
Ad-hoc and new reporting: design, build, and automate dashboards and reports within Vena and NetSuite using AI tools to support rapid executive decision-making.
Forecasting and cash: own the rolling three-statement forecast and the rolling 13-week cash flow model for liquidity tracking and to drive long-term profitability and debt-service capacity.
Budgeting and department planning: partner with department heads to build, consolidate, and monitor departmental budgets and the total company budget including addbacks.

Jobs at Wold Architects and Engineers

1 active role from this employer in the JobMatcher catalog.

All company jobs

Jobs at Wold Architects and Engineers

1 active role from this employer in the JobMatcher catalog.

All company jobs

About the role

Senior Financial Analyst sought to join the corporate finance team in Minneapolis, reporting to the CFO in a private equity–backed professional services company. This role leads Vena Corporate Performance Management (CPM) administration, manages complex forecasting models, oversees the integration of newly acquired entities, and delivers strategic reporting to the executive team, private equity sponsors, and lenders.

Responsibilities

Vena administration and FP&A AI leadership: serve as the primary functional administrator for Vena, managing system architecture, templates, data hierarchies, and AI capabilities.
M&A integration and data pipelines: lead financial integration of new acquisitions; extract, transform, and audit data from PSA platforms and NetSuite into clean finance pipelines.
Ad-hoc and new reporting: design, build, and automate dashboards and reports within Vena and NetSuite using AI tools to support rapid executive decision-making.
Forecasting and cash: own the rolling three-statement forecast and the rolling 13-week cash flow model for liquidity tracking and to drive long-term profitability and debt-service capacity.
Budgeting and department planning: partner with department heads to build, consolidate, and monitor departmental budgets and the total company budget including addbacks.
Integrated allocation modeling: own complex professional services expense allocation logic within the automated annual budget and rolling forecast processes.
Strategic plan modeling: maintain and update the multi-year Strategic Plan to reflect growth, utilization

About the role

Senior Financial Analyst sought to join the corporate finance team in Minneapolis, reporting to the CFO in a private equity–backed professional services company. This role leads Vena Corporate Performance Management (CPM) administration, manages complex forecasting models, oversees the integration of newly acquired entities, and delivers strategic reporting to the executive team, private equity sponsors, and lenders.

Responsibilities

Vena administration and FP&A AI leadership: serve as the primary functional administrator for Vena, managing system architecture, templates, data hierarchies, and AI capabilities.
M&A integration and data pipelines: lead financial integration of new acquisitions; extract, transform, and audit data from PSA platforms and NetSuite into clean finance pipelines.
Ad-hoc and new reporting: design, build, and automate dashboards and reports within Vena and NetSuite using AI tools to support rapid executive decision-making.
Forecasting and cash: own the rolling three-statement forecast and the rolling 13-week cash flow model for liquidity tracking and to drive long-term profitability and debt-service capacity.
Budgeting and department planning: partner with department heads to build, consolidate, and monitor departmental budgets and the total company budget including addbacks.
Integrated allocation modeling: own complex professional services expense allocation logic within the automated annual budget and rolling forecast processes.
Strategic plan modeling: maintain and update the multi-year Strategic Plan to reflect growth, utilization

Track similar jobs

Get email alerts when new roles like this are posted.

Based on: Senior Financial Analyst

See how this role matches your resume

Sign in to get an AI match score and personalized feed.

Create account Sign in

More in United States

Remote Europe Remote-first Engineering Fintech Berlin