The Financial Analyst - Planning & Reporting reports to the Director of Finance and is responsible for financial planning, financial reporting, and analysis.  Duties include working with management to plan and execute the process for the annual, quarterly and monthly forecast cycles; predicting, reporting and analyzing forecast variances; and preparing reports and analysis for management and the Board of Directors.  Collaboration and influencing are critical skills for the Financial Analyst as AWL’s financial forecast is a critical component of setting goals and measuring performance in all departments.  The tight link between the financial forecast and operations metrics also requires the development of a close working relationship with the Business Intelligence team. Another requirement is a tight collaboration with AWL’s accounting team, and understanding their timelines and processes as well as gaining a solid understanding of AWL’s operations.  Strong financial and business modeling and analytical skills are critical for this role. 

General Responsibilities:

• Assist with planning and executing the annual financial budget, including balance sheet, income statement, cash flow statement, and CAPEX as well as all quarterly and monthly financial forecasting activities for each.
• Provide functional managers monthly budget-to-actual analysis and support functional managers in the development of action plans to deal with budget to actual variances.
• Generate and maintain monthly forecast of EBITDA daily.
• Build and refine forecasting models and tools with a 1-5-year horizon.
• Provide management with weekly, monthly and quarterly financial reports that ultimately are shared with board members or financial institutions.
• Prepare quarterly Board of Directors materials and supporting models and data requests.
• Generate debt covenant compliance documents, including ratio compliance analysis, management commentary, and quarterly compliance packages.
• Perform business analysis for stakeholders, as needed.
• Support Accounting team technologies, including NetSuite and Adaptive Planning.
• Identify and lead process improvement projects that result in enhanced internal and external reporting and forecasting.

Requirements:

• BS in Finance or Accounting, MBA preferred
• 3 – 5 years of experience
• Financial modeling skills with advanced Microsoft Excel capabilities
• Experience with NetSuite and Adaptive Planning

AWL (All Web Leads, Inc.) is one of the most successful customer acquisition marketing companies in the US.  Simply put, we help our customers acquire customers.  Today, we do this for the US insurance industry.  Our amazing team of over 500 talented and successful professionals uses Internet marketing to turn consumer interest in insurance products into policy sales for the world’s largest insurance carriers and more than 30,000 of their agents.   We are Austin-born and our growth from a 2-person startup in 2005 to a highly profitable business has been remarkable.  We are a tight-knit team with a fast paced, energetic, and entrepreneurial company culture that has been ranked a Best Places to Work in Austin for 2017, 2018 and 2019.  We provide competitive pay, outstanding benefits, and a fabulous, fun, collaborative environment that allows our people to be their best.