Principal Finance Analyst, MeridianLink
Corporate Finance
$86.2-133.4k
+ Stock options or other equity-based awards
Lending software provider
Be an early applicant
Lending software provider
501-1000 employees
Be an early applicant
$86.2-133.4k
+ Stock options or other equity-based awards
501-1000 employees
Company mission
To be the most trusted financial services technology platform.
Role
Who you are
- We are looking for a candidate with proven experience in financial analysis, business planning, and reporting
- The ideal candidate will have a strong understanding of accounting principles and demonstrate a strong ability to effectively communicate financial information to senior management
- A successful candidate will possess sound strategic perspective, business judgment and a clear understanding of financial statements, with financial story-telling capabilities and a collaborative working style
- The ability to manage stakeholders through clear communication and cross-functional relationships is extremely important
- Additional success factors include demonstrating strong intellectual curiosity, a passion for achieving practical business impact, exceptional interpersonal skills, and integrity
- Candidates for this position will have 3+ years of progressive finance and experience. Exposure to SaaS business models is preferred. Candidates should also possess the following:
- Bachelor’s degree in Business, Finance, or Accounting. Master’s degree is a bonus
- Strong analytical skills with proven proficiency in financial modelling and experience manipulating large data sets from various sources, interpreting data trends, and extracting business insights
- Demonstrated experience in utilizing knowledge of accounting and forecasting concepts in developing financial projections with full sets of financial statements
- The ability to listen actively and ask relevant, incisive questions as well as confident, independent thinking that communicates an analytic point-of-view to finance and business partners
- Polished communications skills including an ability to understand complex matters and analyses, articulate issues in a clear and concise manner, and present findings as well as recommendations in both oral and written presentations especially at exec level
- Experience influencing, training, mentoring and leveraging one’s skills and others to achieve objectives in a cross-functional and matrix organizational environment
- Solid working experience with tools like Anaplan and Netsuite
- Customer focused mindset with the energy and desire to effectively collaborate and influence across a large organization; including working with all levels and with remote team members
What the job involves
- The Corporate Finance team is seeking a finance professional to provide financial and strategic insights to drive decision making and support all Corporate Finance processes, internal and external reporting as well as partnerships across the organization
- This is an excellent opportunity to join a dynamic organization in an impactful role which includes frequent interaction with leaders across the business
- Prepare, manage and review monthly Corporate reporting and forecasting processes as well as annual operating plan and long range planning cycles
- This highly visible role is 100% remote and reports to the Vice President, Corporate Finance
- Analyze drivers of financial performance and prepare financial metrics and financial performance reports to drive decision making
- Act as a strategic partner to key stakeholders across the business, providing recommendations to enable decision-making
- Provide regular and ongoing updates for senior leadership on status of the business and key performance drivers
- Support CFO, Head of Investor Relations and other business leaders with ad-hoc requests
- Identify and lead initiatives to continuously improve, automate and scale forecasting and reporting tools, processes, and methodologies
- Support preparation of Executive and Board presentations, progress monitoring, and monthly/quarterly financial close activities
- Build and maintain infrastructure to forecast company balance sheet. Demonstrate deep functional based analysis of cash activity to forecast and calculate Non-GAAP free cash flow, and analyze working capital drivers to improve cash flow
- Support Quarterly Earnings preparation process
- Design and develop scalable and optimized Anaplan models for business operational needs and ad hoc analysis
- Maintain Anaplan models including data integrations, calculations and reporting
Our take
MeridianLink provides modern software platforms for financial institutions and consumer reporting agencies. Specifically, it powers digital lending and account opening for the former and data verifications for the latter.
The company has been trusted for over 20 years and has remained adaptable and open to change with the industry, such as its recent addition of engagement features that offer new ways to help financial services drive growth, reach target audiences and adjust campaigns to meet business and customer needs. It has therefore maintained a number of impressive customers, from BankPlus and American United to FirstBank and TwinStar.
MeridianLink has proven hungry in recent years for acquisitions, having acquired StreetShares, TazWorks and Saylent within one year, and off the back of its 2021 IPO. Its efforts to expand its product offerings and customer base are a testament to its adaptable nature that has engendered a long-standing strong market position.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Potential For Equity-Based Awards
- Insurance coverage (medical, dental, vision, life, and disability)
- Flexible paid time off
- Paid holidays
- 401(k) plan with company match
- Remote work
- All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated, or superseded from time to time
Company values
- Deliver on our commitments
- Customer success is our success
- Improve every day
- Stronger together
Company HQ
Costa Mesa, CA
Articles
Leadership
Nicolaas Vlok
(CEO, not founder)Previously co-founded ad served as CEO for both TST and Idion Technology Holdings. Acted as President and CEO for Vision Solutions.
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