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Kofax · 3 days ago

Financial Analyst, Corporate FP&A Reporting

United States

Full-time

Remote

Entry, Mid Level

$97K/yr - $108K/yr

2+ years exp

Kofax is a company that specializes in Intelligent Automation software. The Financial Analyst, Corporate FP&A Reporting supports the company’s forecasting, budgeting, consolidations, long-range planning, and risk management processes while assisting in preparing materials for leadership and ensuring accuracy in financial reporting.

Business Process Automation (BPA)ConsultingRobotic Process Automation (RPA)SoftwareTraining

Responsibilities

Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners

Contribute to long range planning model updates and related financial analyses

Maintain and update corporate models with accuracy and attention to detail

Support risk and opportunity tracking and prepare summaries for leadership

Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast

Prepare monthly and quarterly reporting packages for leadership review

Support the development of Board of Directors presentation materials

Create charts, tables, and visuals that clearly communicate key financial insights

Support company-wide projects, analyses, and ad hoc requests

Build and maintain driver based financial models using Excel and other financial planning tools

Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis

Support FX neutral and budget neutral analyses when needed

Ensure accuracy and consistency across modeling and data consolidation

Support organization of shared FP&A files and folders, including consistent use of SharePoint

Help maintain documentation and desktop procedures that guide recurring processes

Assist with process improvements and tools that enhance clarity and efficiency across FP&A

Assist in improving reporting consistency and streamlining FP&A workflows

Qualification

FP&AFinancial modelingExcelData visualizationFinancial planning systemsCommunicationAttention to detailProblem-solvingOrganizational skillsCollaboration

Required

2-5 years of experience in FP&A, corporate finance, or financial analysis

Expert level Excel skills with demonstrated ability to build and maintain financial models

Ability to communicate financial information clearly both verbally and in written formats

Strong attention to detail, problem-solving skills, and organizational skills

Proactive, collaborative, and able to support multiple priorities in a fast-paced environment

Preferred

Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus

Experience with BI or data visualization tools (Tableau, Power BI) is a plus

Company

Kofax

Glassdoor3.7

We moved! Follow our new page on LinkedIn @ https://www.linkedin.com/company/TungstenAutomation ---- Tungsten Automation, formerly Kofax, is the global leader in intelligent workflow automation solutions with a trusted legacy of 40 years, with a team of 2,200 employees in 32 countries, serving 25,000+ global customers.

Founded in 1991

Irvine, California, USA

1001-5000 employees