Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com.
As a Financial Analyst on the Corporate Finance team, you'll prepare and analyze company-wide metrics for internal and external reporting. In this role you will own ARR and retention reporting, assist in monthly revenue analysis and support the cash forecast process. You will work closely with the finance and accounting teams to drive business initiatives and team priorities. The ideal candidate is someone who has experience in financial analysis and SaaS, advanced excel skills, high attention to detail and has a proactive results-oriented work ethic.
What You'll Do

• Prepare monthly ARR and retention reporting for the executive leadership team and investors collaborating with Client Success team to provide insights on business performance and variance analysis.
• Prepare and maintain weekly cash forecast collaborating with Finance and Accounting leadership on inputs and variance explanations.
• Prepare and distribute daily cash reports to finance and accounting leadership.
• Assist with monthly revenue variance analysis, payments bookings forecast, monthly financial presentations and other ad hoc revenue requests.
• Assist in maintaining and refining our Workday Adaptive financial planning and analysis tool.
• Assist and collaborate on enterprise-wide corporate financial modeling and analysis including but not limited, revenue modeling and analysis, services capacity model, CAC and LTV analysis.
• Work with Finance and Accounting to drive business initiatives and team priorities.
• Recommend process improvement and enhancements to drive continuous improvement.

Requirements

• 2-3 years of proven experience in financial modeling and analysis, SaaS experience preferred
• Requires knowledge of corporate finance terms and concepts, as well as accounting principles
• Advanced Excel skills required
• Ability to multi-task effectively and work independently in a fast-paced environment with competing deadlines
• Strong analytical skills, proactive results-oriented work ethic, and adaptable to change
• Strong written and verbal communication skills. Ability to provide efficient, timely, reliable, and courteous communication to internal stakeholders.
• High attention to detail and solid organizational skills
• Experience with Adaptive or another comparable planning tool
• Experience with Intact or another comparable accounting system

Compensation
The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and in addition to benefits this role may be eligible for discretionary bonuses/incentives, and equity.
US base salary range: $81,000 - $90,000.
Please note that the compensation range specified in this job posting is applicable to candidates based in the United States. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
For international applicants, actual salary offers may vary based on the local market compensation standards and will be determined in accordance with regional considerations, including but not limited to applicable laws, cost of living, and industry norms.
Our Culture:
Our team is made up of industry experts and advocates who are 100% committed to supporting the doers of social good. We are currently undergoing an effort to create the vision and values that embody our collective organization and embrace the individuals who make up our community.
Our comprehensive and competitive benefits include:

• Generous Flexible Time Off (FTO) Policy
• Equity for ALL regular, full-time employees from individual contributors to management - share in our success!
• Up to 15 paid company holidays including some commemorating social justice events and self-care
• Paid volunteer time
• Resources for savings and investments
• Paid parental leave
• Paid sick leave
• Health, vision, dental, and life insurance with additional access to health and wellness programs.
• Opportunities to learn, develop, network, and connect

We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.