Financial Analyst 

Date:  12.2024 

Function: Finance 

Reports to: Sr. Director of Finance 

 

Position Summary: 

The Financial Analyst will play a key role in providing financial support and analysis to senior management and executives.  This individual will support the organization in the development and coordination of the company’s financial planning processes, models and systems, along with the development of corporate, management and KPI reporting. The ideal candidate will prove that he/she can forge tight partnerships between Finance and the rest of the company by providing insightful analysis and recommendations that can be used to better manage the business. 

In this role, you will report to the Senior Director, Finance to provide all aspects of financial support for planning, control, and analysis.  This will include consolidating financials, management reporting, headcount & expense forecasting, variance analysis, and other ad-hoc analysis.  You will support the Customer Experience, Product, Engineering, & G&A leaders in forecasting, maintaining and advising on KPIs that align to the OnBoard Corporate strategy and drive the strategic vision of the company.  The analysis and support provided by this individual has the potential to be a major driver in the overall success of OnBoard as we continue to pursue our growth strategy. 

 

Key Responsibilities: 

• Assist in the overall budgeting forecasting process including business unit budgets 

• Maintain the planning models for financial planning purposes 

• Identify trends and anticipate needs to support an evolving business environment 

• Partner with business owners to support their expense management and forecasting 

• Work closely with Accounting and oversee monthly reporting and forecast 

• Provide ad hoc reports and analysis to senior management as needed 

• Analyze, synthesize and translate data into key inputs and insights that will drive strategic decision making within the company 

• Identify and drive business process improvements 

• Conduct research for finance-related metrics, benchmarks, and trend analysis 

• Participate in cross-functional business projects and analysis 

• Participate in the development and implementation of process improvements 

 

Skills and Experience Needed: 

• Bachelors Degree in Finance, Accounting, Business Admin, or a related field 

• 2-3 years of related experience in an FP&A, banking, corporate strategy, or consulting role 

• 1-2 years SaaS industry experience 

• MBA, CFA, or CPA preferred  

• Advanced Excel, PowerPoint, and Word skills required 

• Experience with Financial Modeling and Budgeting Systems 

• Skilled in preparing presentation materials to senior management and possess solid communication skills 

• Able to multi-task, excellent project management skills, comfortable with change in a fast-paced environment, proactive, able to work with senior management, and possess excellent interpersonal skills with all levels 

• Ability to work effectively in a remote environment 

 

Competencies:  

Accountability  

Collaboration  

Adaptability  

Building an Inclusive Environment  

Driving for Results  

Managing Conflict 

Business Acumen 

Building Partnerships 

Customer Focus  

Technical Skills             

Dealing w/Ambiguity 

Financial Acumen  

 

About the company:

Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world.

Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 5,000 organizations and their 12,000 boards and committees in 60 countries worldwide. With customers in higher education, nonprofit, healthcare systems, government, and enterprise business, OnBoard is the leading board management provider.

Passageways, doing business as OnBoard, has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. With a recent $100 million investment from JMI Equity and our recent purchase of meeting management software company eSCRIBE, we’re poised to grow to even greater heights.

 

Diversity Statement – Culture of Togetherness: 

At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe. 

OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. OnBoard does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation please email [email protected].