Senior Financial Analyst

About the role

The Senior Financial Analyst will partner with operating and finance colleagues to support high-quality software businesses owned by Banyan Software. This role involves managing finance operations including revenue recognition, accounts payable, cash management, financial reporting, and analysis to drive shareholder value.

Responsibilities

• Prepare timely and accurate GAAP financial statements, board reporting, budgets, and KPIs of operating companies to drive growth and smart decision-making.
• Perform quality assurance on finance and accounting work products such as reviewing GL postings and monitoring revenue recognition.
• Contribute to the operational performance of operating companies through analysis of budget-to-actuals and benchmarking.
• Partner with M&A colleagues and support the operational and financial integration of acquisitions.
• Implement process improvement initiatives contemplated in M&A business cases.
• Develop ad hoc reports and dashboards to help CEOs with monitoring their businesses.
• Document Standard Operating Procedures to promote best practices and efficiency across the portfolio.
• Provide financial advice and guidance to business as requested.

Required skills

• Finance
• Accounting
• GAAP
• Financial reporting
• Financial analysis

Nice to have

• Sage Intacct
• QuickBooks

Qualifications

• College degree in business, accounting, or finance
• Accounting designation

About the Company

Banyan Software is a permanent home for software businesses that serve specialized industries, operating more than 120 portfolio companies worldwide. Founded in 2016, the company focuses on a buy-grow-and-hold-for-life strategy to modernize portfolio companies through shared AI expertise and operational discipline.