Beaverton, Oregon
Financial Analyst Job Opening in Beaverton, Oregon - Orchestra Software is an award-winning, fast-growing technology company empowering beverage manufacturers to grow and improve their business. Orchestra Software?s Customer First focus supports their use cases and meets them with state-of-the-art Cloud based technologies. We?ve created industry-specific, all-in-one business management software now used by hundreds of craft breweries, distilleries and other craft beverage manufacturers around the world. Collaboration between engineers, designers, consultants and beverage manufacturers has helped us achieve velocity as a company, and this accelerated pace provides the fun, collaborative work environment in which our employees flourish. At Orchestra, we don?t just make software, we help growing industries run better.
The Role:
Orchestra Software is seeking a talented and highly-motivated Financial Analyst to assist the VP of Finance & Administration in the development, implementation, and ongoing maintenance of The Company?s data. This position will be responsible for querying or pulling data from various databases and systems, then using this data to assist stakeholders in driving decision making within the organization by translating the often-complex language of data into actionable, easy to understand metrics. This role?s primary objectives are to obtain, scrub, explore, validate, model, document and interpret data sets large and small; blending finance and statistics in a fresh and engaging way. The ideal candidate for this role will be a guru with forecasting, budgeting, and financial planning with advanced Excel skills and a true passion for numbers and finite details. This position will be focused on using data to identify trends, using statistics to tell a story, and communicate relationships within the data in a tangible and easy to digest methodology which even non-technical users can grasp. In this role, you will also be tasked with documenting the analysis performed in a way that enables other members of the Finance team to easily understand the logic and follow the methodology used to obtain various results, including cross-training and the ability to duplicate your work through documentation and instruction.
This role offers exposure to many stakeholders within the organization and the ability to make visible, impactful changes through your daily contributions within the organization. This role requires an individual who is focused on taking collaborative approaches to process improvement, optimization, and automation. It also requires an individual who can act as a champion for change, has strong cross-functional communication skills, the talent of winning others over and healthy a sense of humor. The individual who will have the greatest succeed in this role possesses the ability to work both with a team and independently with minimal supervision, naturally takes initiative, expresses ideas freely and dives into uncharted territories without fear or hesitation. This individual will also be comfortable assisting the VP of Finance in the development of scalable, auditable, and repeatable processes. This ideal candidate will also be one who approaches blockers and impediments with a ?can-do? attitude and is not afraid of stepping into a role with little clarity or process definition but rather sees this as an opportunity to assist a growing organization in building and developing their dream job.
The Responsibilities:
Review and analyze complex data sets to produce actionable results and insights.
Produce documentation (visuals and presentations) to clearly and effectively communicate and present findings to stakeholders, including senior management and executive leadership
Proven ability to operate cross functionally to develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance.
Plans, develops, coordinates and implements standardized monthly, quarterly, and annual financial reporting metrics.
Prepares and analyzes monthly closing reports and journal entries for payroll, COGS, and variance reports.
Reviews and administers payroll data entry, inputs payroll related journal entries and cost adjustment or allocation functions for all personnel.
Prepares departmental operating budgets and reviews actual against budgeted performance. Analyzes and explains deviations.
Assisting in creation and execution of annual budgeting process for both operating and capital budgets, assuring the delivery of financial objectives is consistent with strategic plans.
Works closely with accounting team to test, validate, and verify data and model operations, and recommends corrective action to ensure favorable budget performance.
Forecasts revenue, COGS, labor, and other operating cost monthly.
Audits departmental operating practices versus documented standard operating procedures and company policies and takes necessary actions to ensure process revisions and documentation are in place and organized for easy accessibility.
Coordinates and assists accounting staff in quarterly and annual review processes.
Directs monthly and semi-annual software license reporting and audits. Explains book to physical differences and establishes procedures to eliminate variances and streamline reporting compliance standards.
Performs reconciliations for software licenses and evaluates onetime COGS, ongoing COGS, and gross margin per license and per customer.
Performs special projects, assignments and analysis as directed by the VP of Finance or as requested by members of senior leadership.
Works with teams to determine and implement cost savings practices for projects.
The Culture Competencies:
Customer First ? Engages with the customers, both internal and external, and places their needs as a primary focus; builds a sustaining collaborative and productive relationship with clients; seeks to understand client situations, issues, expectations, etc.; takes appropriate action to meet client needs and address concerns; implements or utilizes methods to monitor and evaluate client feedback; appropriately meets client needs without jeopardizing business outcomes or results.
Teamwork ? Identifies opportunities to build strategic partnerships with individuals in other areas of the business in an effort to achieve business goals; identifies opportunities for high trust teamwork through analysis of business needs and relationships that may enhance success; develops the departments teamwork through information exchange, clarification of the benefits and definition of teamwork.
Authenticity ? Shares thoughts and opinions even when they may be unpopular; delivers both positive and negative, timely feedback to others that is actionable; holds self and others accountable for their actions; comfortable taking negative action with direct reports when necessary.
Continuous Improvement ? Updates one?s self just like they would their software. Provides support and direction towards the development of individuals? knowledge and skills to effectively facilitate their accomplishment of both current and future responsibilities; partners with individuals on identifying and setting development goals; helps to identify development opportunities as part of the plan; provides continuous feedback on performance and progress and assists in the adjustment of development plans.
Integrity ? Does the right thing, always. Identifies and understands problems or issues through analysis of multiple data sources to draw effective conclusions; chooses fair and effective courses of action consistent with available information; considers the broad business impact of decisions being made rather than any short-term benefit.
The Core Competencies:
Enjoys working in a high-performance business environment with customer interaction, deadlines, and high value work.
Well-organized, self-directed team player. Remains open to others? ideas, and exhibits willingness to try new things. Enjoys exploring new technology to seek improvements.
Demonstrates excellent written and verbal communication skills. Listens effectively, transmits information accurately and understandably, and actively seeks feedback.
Effectively presents and explains information to various group sizes and levels of knowledge.
Enthusiastically collaborates with co-workers to share ideas and opinions about improving processes, services, and customer experience.
Adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
Demonstrates professionalism, discretion, and good judgment in all interactions with co-workers, customers, vendors and others.
Prioritizes and plans work activities, uses time efficiently and develops realistic action plans.
The Qualifications:
A bachelor?s degree or equivalent experience; 2-5 years? professional experience in financial analysis of SaaS software metrics is highly preferred.
Experience in SAP Business One, Salesforce CRM, and Teamwork, specifically at administrator level within each platform, has significant advantage.
Ability to write and understand data queries from various database types, including the develop and writing of Crystal reporting.
Advanced level or above proficiency with MS Excel
Strong attention to details
Able to understand and explain complex business models and ROI analysis
Experience with mergers & acquisitions, management of company stock and stock option pools preferred.
About Orchestra Software:
Orchestra Software is a privately-held enterprise software company in Beaverton, OR that creates industry vertical software that enables our customers to manage all aspects of their business in one system. Orchestra Software is made up of a dynamic, high performing team of creative people that love what we do and we work hard at it. We are software developers, business consultants, support techs, and sales/marketing experts all focused on helping our customers run their companies better.
Orchestra Software?s flagship solutions include OrchestratedBEER, the industry?s leading ERP solution for the craft brewery market and more recently OrchestratedSPIRITS, our featured rich ERP solution for craft distilleries. Orchestrated helps these growing industries consolidate all company operations into a single application, from accounting in the back office to production of the warehouse floor.
Recently awarded the TAO ?Rising Star? award among Oregon tech companies and recognized as one of Oregon?s fastest-growing private companies for a 3rd year in a row by Portland Business Journal in 2017, Orchestra Software continues to focus on innovative technology and company culture.
Orchestra Software is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
Job Type: Full-time
Job Location:
Beaverton, OR
Required education:
Bachelor's
Required experience:
financial analysis: 2 years
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