Senior Financial Analyst

Who is Northwoods?

Northwoods makes software solutions that improve the quality of the life of case managers and social workers in the Health and Human Services (HHS) field.  Recognized as one of Columbus’ top places to work, working at Northwoods means being part of a team that’s passionate about making an impact on the lives of HHS professionals and the families they serve.

We believe in creating a culture of inclusivity and accountability seeking to hire professional, passionate and driven individuals that believe in the values that we believe in:

1. Curiosity – Willing to test assumptions, courage to ask questions, and active listening.
2. Community – Helping and mentoring each other, celebrating diversity and acknowledging our team members’ contributions.
3. Resourcefulness – Willing to try and fail. Asking for help and trusting the expertise of our team.
4. Stewardship – Safeguarding Northwoods’ values, culture, mission, and resources.

We believe that our team members are all accountable adults, not only to themselves but to each other, and we treat them that way. Our team works incredibly hard and is proven through dedication to their craft and our mission. But we want all Northwoodians to have a full life outside of work, so we have an open PTO policy (no accumulated sick or vacation days) for all full-time exempt team members. Need or want to take time off – communicate with your manager and team to keep them in the loop – that’s it.

Our Solutions

Our products are designed for state and county social care program areas, including child welfare, childcare, child support, economic assistance and adult & aging agencies. These solutions leverage technology to allow case workers and social workers to easily collect, store, manage, and share case content and data more efficiently. By simplifying processes, our customers can spend more time engaging with the families they serve, make better informed decisions and achieve better outcomes.

Traverse – A SaaS solution that allows for easy, on-the-go access to case files, case work and interview forms and intelligent insights on case content and materials, which lead to better engagement and better outcomes.

Compass – Compass solution is some of our longer standing software that supports multiple markets for both state and county customers. Our focus on reducing time wasted on paperwork and administrative burdens allows case workers to better serve families in need.

Case Aide Services - Our trusted team of experienced child welfare professionals becomes an extension of agency staff supporting them with administrative tasks such as referral and records requests, compiling documents for court, and document organization. Workers can focus on fostering healthier families without sacrificing their own well-being.

Compensation and Benefits

Northwoods offers a competitive salary plus bonus potential.  We also offer fantastic health, dental, and vision insurance, with three medical insurance options including an HSA. Other benefits include paid parental leave and paid volunteer time. We also have an onsite gym, wellness program, and EAP help to keep you healthy!

Our benefits include a Traditional and Roth 401(k) option. Northwoods contributes to your retirement with a 3.5% match when you contribute 6% of your salary. Also, our matching contributions vest immediately.

Flexibility

This role is expected to work in the office Monday through Thursday (with Friday as an optional work-from-home day). However, we offer ample flexibility to deal with life when it happens.

Take Time to Give Back   

Supporting our communities is important to us and not just in the solutions we provide!  Giving back is another part of what makes Northwoods, well Northwoods.  We allow all employees to use 20 hours of company paid time a year for volunteer service with any organization or cause they choose.  We have always encouraged and supported a strong culture of helping others.   

Growing Your Skills

We have a healthy training budget for everyone in the department. We encourage you to use this towards books, tutorials, classes, tests, or certifications related to your job that you’re interested in.

Now that you know a little bit about us and our culture, let's get into the role!

As Senior Financial Analyst, you will be responsible for maintaining our forecasting model, leading the budget process, calculating and processing commissions for the sales team, developing management level reporting, and working closely with the accounting team.

Requirements (Not kidding, these are real and not negotiable)

• Degree in Accounting, Finance, Economics, or related field
• Proficient in the use of Microsoft Office Suite with advanced proficiency with Excel
• 5+ years of previous work-related experience in progressively expanded roles
• Must be authorized to work in the US

What you’ll be doing

• Responsible for managing company’s financial forecast model including staying abreast with critical changes in the company’s industry/economic climate, actively review to determine any trends related to revenue or expense.
• Monitor divisional performance and providing recommendations for financial and operational efficiency.
• Lead the annual budgeting process.
• Prepare monthly analysis for budget variance reports.
• Responsible for the monthly cash forecast including monitoring of cash balances and alignment with accounting on cash receipts and payments.
• Responsible for the sales commission model and process
• Engage with the Sales team to understand deal flow and impact to the revenue projections, provide analysis on sales bookings comparing relationships between historical, current actuals, revenue budget and sales quota, and confirm that all closed sales are in accordance with our internal F&A requirements.

You may be a good fit for our team if you have the following…

• Excellent communication and persuasion skills with the ability to influence negotiation and outcomes.
• Create a balanced and strategic approach to resolving highly complex business challenges
• Demonstrated ability to analyze and comprehend cost structures and financial models.
• Ability to understand how to translate financial information in a clear, concise, and consumable manner that will be presented to management and leadership.
• Must be comfortable presenting analysis and recommendations to leadership and other employees of the company.
• Effective communication and relationship building skills are required to interface with the Sales organization.
• Ability to meet tight deadlines and turn around requests with shortened timelines.
• Ability to grasp and gain comfort with utilizing new software used in supporting the F&A function.
• Develop and build strong relationships throughout the organization.
• Desired interest and focus on continuous process improvement.
• Strong team-player; willingness to assist team members with tasks; builds good working relationships with team members.
• Ability to work in a matrixed organization (with product management, marketing, and finance) with positive influence
• Thorough understanding of financial revenue forecasting and analysis , revenue generation and implementation of business objectives to achieve corporate profitability goals
• Strong organizational and project management skills, with the ability to manage multiple initiatives simultaneously

Find yourself checking a lot of these boxes but doubting whether you should apply? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Northwoods, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you are excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Northwoods is committed to diversity in its workforce and is proud to be an equal opportunity employer. We are excited to work with talented people, period. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national or ethnic origin, gender, age, disability, sexual orientation, gender identity and/or expression, marital or civil status, political affiliation, family or parental status, or any other status protected by the laws or regulations in the jurisdictions in which we operate.