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Myers–Briggs Type Indicator
Most recent job postings at Myers–Briggs Type Indicator
via Jobvite
schedule_type: Full-timework_from_home: 1
Sales Development Representative
(remote, work hours 8:00 – 5:00 Eastern Time Zone
...
If you’re looking to begin an exciting career in sales with one of the best known and most respected global brands, The Myers-Briggs Company, join a growing team of motivated sales professionals and proven leaders in a role that provides you earning potential, sales training, and a career in sales with a world leader.
At The Myers-Briggs Company, we bring proven
Sales Development Representative
(remote, work hours 8:00 – 5:00 Eastern Time Zone
...
If you’re looking to begin an exciting career in sales with one of the best known and most respected global brands, The Myers-Briggs Company, join a growing team of motivated sales professionals and proven leaders in a role that provides you earning potential, sales training, and a career in sales with a world leader.
At The Myers-Briggs Company, we bring proven research-backed solutions to address the issues that organizations face with their employees and leadership, to retain and grow them over time. Our focus is to strive to provide unique value to our customers with our service and positive long-term impact on their organizations. At The Myers-Briggs Company, we know that the key to our long-term growth is a high-performing effective sales team that delivers results. Join our team of qualified sales development representatives (SDR), where your focus to find and screen potential customers who can benefit from our products and solutions while helping them make a positive impact on their own organizations by advancing their growth and addressing their pain points effectively.
As an ideal candidate for this SDR role on our team, you have a strong understanding for identifying and creating new qualified sales opportunities for your Regional Sales Manager and Account Managers. As a SDR, you will become a trusted resource and develop relationships with prospects, acting as their initial point of contact for our world class global organization.
Key Reasons you want to join The Myers-Briggs Company:
• Partner of choice for over 85% of the Fortune 500
• Best in industry sales training program
• Significant opportunities for advancement in sales
• Certified B-Corporation—mission driven and employees are at the heart of what we do for our various stakeholders;
• Proprietary, web-based technology that provides competitive advantages
• Opportunity to work remotely in an organization that supports flexibility
Your daily focus as a SDR:
• Professionally represent The Myers-Briggs Company to potential clients by learning the playbook and scripts for this role and qualifying prospects
• Proactively seek to qualify new business opportunities by utilizing phone, email and other marketing programs as directed by US Sales Director.
• Utilize Salesforce and LinkedIn Sales Navigator to generate new sales opportunities
• Set appointments between potential client and sales leaders and account managers while ensuring high prospect attendance rates
• Report to US Sales Director to review weekly, monthly, and quarterly results
Here’s what you will get:
• Competitive base salary and bonus plan
• Comprehensive Benefits: medical, dental, vision, FSA, life insurance, long and short-term disability
• 401(k) plan with company match
• Significant paid time off and company holidays
• Wellness benefit
• Paid volunteer hours to give back to your local community
• Personal and professional development which includes our sales methodology
Here’s what you need to be successful for this role:
• Entry level however, any prior experience prospecting and with phone-based sales experience is helpful but not required.
• Bachelor’s degree preferred
• Detail and process oriented with the ability to learn and follow a sales process
• A track record of high achievement
• A friendly but competitive nature
• Self-starter in a fast-paced environment
• Highly organized and strong time management skills
• Strong communication skills through phone and email
• Strong desire and ability to move up within a sales organization
Our corporate culture is mission driven. We are a certified B Corp and a California benefit corporation, taking all stakeholders (including our employees, community, customers, and the environment) into account to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional and committed to the professional development of all employees.
While we’re best known for our products like the Myers-Briggs Type Indicator® assessment (MBTI®), our reach extends well beyond a single instrument. We are a group of professionals who provide expertise in the talent development industry, as well as to career counselor and educators and individual consumers. We offer solutions to help improve individual and organizational performance and address whatever people development challenges businesses and professionals face – from team building, leadership, coaching, and conflict management to career development, selection, and retention. Perhaps this is why millions of individuals in more than 170 countries use our products and services each year. Our customers include the majority of the Fortune 500 companies, as well as businesses of all sizes, educators, government agencies, training and development consultants and consumers looking to understand themselves better.
Working at The Myers-Briggs Company gives you the opportunity to make a positive difference, be accountable, experience genuine respect from your colleagues and peers, and feel valued and supported. We work to create an environment that fosters excellence and encourages employees to contribute, learn, and grow throughout their career.
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, status as a protected veteran, or status as a qualified individual with disability Show more details...
(remote, work hours 8:00 – 5:00 Eastern Time Zone
...
If you’re looking to begin an exciting career in sales with one of the best known and most respected global brands, The Myers-Briggs Company, join a growing team of motivated sales professionals and proven leaders in a role that provides you earning potential, sales training, and a career in sales with a world leader.
At The Myers-Briggs Company, we bring proven research-backed solutions to address the issues that organizations face with their employees and leadership, to retain and grow them over time. Our focus is to strive to provide unique value to our customers with our service and positive long-term impact on their organizations. At The Myers-Briggs Company, we know that the key to our long-term growth is a high-performing effective sales team that delivers results. Join our team of qualified sales development representatives (SDR), where your focus to find and screen potential customers who can benefit from our products and solutions while helping them make a positive impact on their own organizations by advancing their growth and addressing their pain points effectively.
As an ideal candidate for this SDR role on our team, you have a strong understanding for identifying and creating new qualified sales opportunities for your Regional Sales Manager and Account Managers. As a SDR, you will become a trusted resource and develop relationships with prospects, acting as their initial point of contact for our world class global organization.
Key Reasons you want to join The Myers-Briggs Company:
• Partner of choice for over 85% of the Fortune 500
• Best in industry sales training program
• Significant opportunities for advancement in sales
• Certified B-Corporation—mission driven and employees are at the heart of what we do for our various stakeholders;
• Proprietary, web-based technology that provides competitive advantages
• Opportunity to work remotely in an organization that supports flexibility
Your daily focus as a SDR:
• Professionally represent The Myers-Briggs Company to potential clients by learning the playbook and scripts for this role and qualifying prospects
• Proactively seek to qualify new business opportunities by utilizing phone, email and other marketing programs as directed by US Sales Director.
• Utilize Salesforce and LinkedIn Sales Navigator to generate new sales opportunities
• Set appointments between potential client and sales leaders and account managers while ensuring high prospect attendance rates
• Report to US Sales Director to review weekly, monthly, and quarterly results
Here’s what you will get:
• Competitive base salary and bonus plan
• Comprehensive Benefits: medical, dental, vision, FSA, life insurance, long and short-term disability
• 401(k) plan with company match
• Significant paid time off and company holidays
• Wellness benefit
• Paid volunteer hours to give back to your local community
• Personal and professional development which includes our sales methodology
Here’s what you need to be successful for this role:
• Entry level however, any prior experience prospecting and with phone-based sales experience is helpful but not required.
• Bachelor’s degree preferred
• Detail and process oriented with the ability to learn and follow a sales process
• A track record of high achievement
• A friendly but competitive nature
• Self-starter in a fast-paced environment
• Highly organized and strong time management skills
• Strong communication skills through phone and email
• Strong desire and ability to move up within a sales organization
Our corporate culture is mission driven. We are a certified B Corp and a California benefit corporation, taking all stakeholders (including our employees, community, customers, and the environment) into account to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional and committed to the professional development of all employees.
While we’re best known for our products like the Myers-Briggs Type Indicator® assessment (MBTI®), our reach extends well beyond a single instrument. We are a group of professionals who provide expertise in the talent development industry, as well as to career counselor and educators and individual consumers. We offer solutions to help improve individual and organizational performance and address whatever people development challenges businesses and professionals face – from team building, leadership, coaching, and conflict management to career development, selection, and retention. Perhaps this is why millions of individuals in more than 170 countries use our products and services each year. Our customers include the majority of the Fortune 500 companies, as well as businesses of all sizes, educators, government agencies, training and development consultants and consumers looking to understand themselves better.
Working at The Myers-Briggs Company gives you the opportunity to make a positive difference, be accountable, experience genuine respect from your colleagues and peers, and feel valued and supported. We work to create an environment that fosters excellence and encourages employees to contribute, learn, and grow throughout their career.
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, status as a protected veteran, or status as a qualified individual with disability Show more details...
via Ladders
schedule_type: Full-time
Description Senior Application Developer (full-stack .NET developer) Remote home office, MUST BE LOCATED IN PACIFIC OR MTN TIME ZONE Regular Full-Time This is a full-stack .NET developer role, front-end emphasis The Myers-Briggs Company, a certified B Corp, is in the middle of an exciting strategic transformation. As a world-leader in people development based on the insights from our... best-in-class assessments and research, we are on an ambitious
Description Senior Application Developer (full-stack .NET developer) Remote home office, MUST BE LOCATED IN PACIFIC OR MTN TIME ZONE Regular Full-Time This is a full-stack .NET developer role, front-end emphasis The Myers-Briggs Company, a certified B Corp, is in the middle of an exciting strategic transformation. As a world-leader in people development based on the insights from our... best-in-class assessments and research, we are on an ambitious journey to create an integrated, digital ecosystem that leverages our world-renowned brand, assessments, content, and data to provide insights and development paths in the consumer, business, and education markets. We are looking for someone who not only has the technical skills and experience to develop innovative digital products and create a robust ecosystem, but also is driven by a desire to help others. You will work with a group of talented engineers responsible for the full lifecycle of web and mobile based offerings. You will partner with product, designers, and other engineers to help build the best products using Microsoft technologies and experiences for the Myers-Briggs company. You will collaborate with stakeholders to identify user requirements, assess available technologies, and recommend solution options. Responsibilities include, but aren't limited to, requirements gathering, designing, coding, debugging and testing modifications to existing components as well as new components and features as required by the business. Additional responsibilities will include identification and resolution of software bugs malfunctions to ensure continuity and quality of service for supported business functions. Essential Duties and Responsibilities: Develops robust components of all application, using Microsoft technologies including front-end UI components and backend services. Leads architecture design of new web-based features or functionality. Work with product owners to gather requirements of upcoming features. Develop and executes robust unit test cases. Work with product owners (internal customers) to gather detailed business requirement to build technical requirements related to electronic publishing, ERP systems, and web development projects. Identifies areas for re-factoring and architectural improvement. Implement and document unit testing on code written Applies analysis and design procedures to determine technical feasibility and best architectural patterns to meet goals of business requirements and business goals. Uses agile principles and philosophies to drive feature design and analysis. Provides mentor and guidance to other development staff. Partners with product owners and designers with User interface and user experience design. Participates in regular agile meetings Write user stories for technical stories and projects. Create detailed level design and documentation of individual components These job duties and responsibilities are not intended to be all inclusive. Other job duties may be assigned by department manager. Education Requirements: BS in Computer Science or 10+ years equivalent work experience Experience Requirements: 10+ years of experience in full-stack web application development with an emphasis on Front End UI/UX Demonstrated experience using C#, .NET Framework, JavaScript, SQL and SQL Server, Angular, ASP.NET MVC, and other .NET frameworks. Experience working with modern JS frameworks such as Angular, Ext JS, jQuery, etc. Experience with REST Services, API design and consumption, JSON Experience with relational database design and development Experience with one or more of the following database systems: MS SQL Server, Oracle Experience with large-scale consumer oriented transactional web site development ideal Knowledge of software implementation best practices Experience with Microsoft Azure preferred Demonstrated communication skills with Development and Program Managers to develop technical specifications for application code Familiarity with software development lifecycle and design patterns. An interest in and willingness to learn diverse technologies Ability to achieve results through working collaboratively with others Clear verbal and written communication skills. The pay range for this position at commencement of employment is expected to be between: SF Bay Area: $136,800 and $177,900 /year; Outside of SF Bay Area: $115,000 and $150,400 /year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include discretionary bonus based on achievement of company goals in addition to a full range of health insurance, life, disability, retirement (including 401k) and various paid time off benefits, such as vacation, sick time, volunteer time dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Our corporate culture is mission driven. We are a certified B Corp and a California benefit corporation, taking all stakeholders (including our employees, community, customers, and the environment) into account to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional and committed to the professional development of all employees. While we're best known for our products like the Myers-Briggs Type Indicator assessment (MBTI), our reach extends well beyond a single instrument. We are a group of professionals who provide expertise in the talent development industry, as well as to career counselor and educators and individual consumers. We offer solutions to help improve individual and organizational performance and address whatever people development challenges businesses and professionals face - from team building, leadership, coaching, and conflict management to career development, selection, and retention. Perhaps this is why millions of individuals in more than 170 countries use our products and services each year. Our customers include the majority of the Fortune 500 companies, as well as businesses of all sizes, educators, government agencies, training and development consultants and consumers looking to understand themselves better. Working at The Myers-Briggs Company gives you the opportunity to make a positive difference, be accountable, experience genuine respect from your colleagues and peers, and feel valued and supported. We work to create an environment that fosters excellence and encourages employees to contribute, learn, and grow throughout their career. Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, status as a protected veteran, or status as a qualified individual with disability
Show more details...
via Indeed
schedule_type: Full-time
About us
Our corporate culture is mission driven. We are a certified B Corp and a California benefit corporation, taking all stakeholders (including our employees, community, customers, and the environment) into account to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional and committed to the professional development of all... employees.
While we’re best known for our products
About us
Our corporate culture is mission driven. We are a certified B Corp and a California benefit corporation, taking all stakeholders (including our employees, community, customers, and the environment) into account to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional and committed to the professional development of all... employees.
While we’re best known for our products like the Myers-Briggs Type Indicator® assessment (MBTI®), our reach extends well beyond a single instrument. We are a group of professionals who provide expertise in the talent development industry, as well as to career counselor and educators and individual consumers. We offer solutions to help improve individual and organizational performance and address whatever people development challenges businesses and professionals face – from team building, leadership, coaching, and conflict management to career development, selection, and retention. Perhaps this is why millions of individuals in more than 170 countries use our products and services each year. Our customers include the majority of the Fortune 500 companies, as well as businesses of all sizes, educators, government agencies, training and development consultants and consumers looking to understand themselves better.
Working at The Myers-Briggs Company gives you the opportunity to make a positive difference, be accountable, experience genuine respect from your colleagues and peers, and feel valued and supported. We work to create an environment that fosters excellence and encourages employees to contribute, learn, and grow throughout their career.
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, status as a protected veteran, or status as a qualified individual with disability.
Financial Analyst
To Apply - https://app.jobvite.com/j?aj=o8fvkfwW&s=Indeed
THIS IS A MID-LEVEL ROLE
Hybrid work schedule, work in Sunnyvale office up to 2 days per week
The Myers-Briggs Company is looking for a talented, dynamic Financial Analyst to join our global Finance team. The position requires a highly motivated, detail-oriented self-starter to partner with business leaders and support financial planning, forecasting, and analysis activities across the organization. The position will work remotely as well as two to three days onsite in our Sunnyvale, California headquarter offices.
As a Financial Analyst at The Myers-Briggs Company, you will be a key member of the global Finance team. You will be working with a highly visible and motivated group of Finance and Accounting professionals, partnering with functional and business leaders to support the strategic priorities of the organization through financial planning, forecasting, monthly financial reporting, and analyses, and by providing ad-hoc analysis and decision support using reporting and data analytics tools.
You are a creative problem solver that is highly motivated, inquiring, and technically proficient with a strong sense of ownership and integrity to deliver quality work and consistent results. The ideal candidate has a strong analytical background, is proactive, with a process improvement mindset and meticulous attention to detail, as well as a proven ability to build relationships with both finance and accounting colleagues and with business partners.
Key deliverables include providing accurate and timely monthly financial and sales reporting, supporting the annual budgeting cycle, long range financial and strategic planning, contingency planning, and the development and prioritization of strategic initiatives.
Essential Duties and Responsibilities
• Develop and maintain financial models to support financial planning, budgeting, and forecasting processes, compiling inputs from key business and finance/Accounting stakeholders, and managing deliverables to successfully complete planning cycles on tight deadlines.
• Perform analysis on financial statement elements, evaluating budget variances to understand key business trends, risks, and opportunities. Independently pursue deeper understanding with business partners closest to the details.
• Develop reporting packages and presentations to executives and other key personnel. Develop the business story and tell this story with data.
• Ensure high quality deliverables by thoroughly validating work product and independently problem-solving root cause issues.
Provide financial analysis and project management to support the budget and forecast processes for the company. Collaborate with Finance and Accounting to provide financial support to business partners throughout the planning, budgeting, and forecasting cycles. 45%
• Provide support and analysis around the annual budget process to executives and business managers, as needed, to facilitate understanding of departmental, functional, territory, and company-wide expenses.
• Provide support for forecasts, as necessary, including development of templates to compile and report operating expenses, capital expenses, bonus and commissions, and sales reporting.
• Provide analysis and support to business partners, as needed, in support of budget, forecasts, contingency planning, and long-range planning cycles.
Design, develop, and publish financial and operational reports across the company. Leverage existing tools and research, recommend, and realize new solutions to automate financial and operational reporting. 25%
• Develop and maintain the financial tools and systems to ensure accurate and efficient reporting, budgeting, and forecasting processes (D365 Financial Reporter, Jet Global, Vena, SQL and other report-writers).
• Support the monthly generation of the financial statements, including variance analysis, and management discussion and analysis commentary to effectively communicate business trends, risks, and opportunities
• Prepare various monthly financial and sales reports and distribute to internal customers, preparing, reviewing, and auditing information to ensure data accuracy.
• Provide support for consolidated sales reporting, royalty reporting, and other accounting information, as needed.
• Collaborate with and provide support to sales and operation teams, preparing quarterly sales commission reports.
• Research and recommend new tools to streamline financial and operational reporting. Develop reporting capabilities to improve efficiency across the Finance and Accounting function, and across the broader business.
3. Develop, deploy, and maintain financial planning, reporting, and analysis tools and capabilities across the company. 20%
• Serve as System Administrator for Vena Financial Planning & Analysis application
• Manage budget and reporting workflows and user security/permissions
• Provide user training and serve as a knowledge resource for the FP&A tools and processes.
• Develop, modify, and test the budget and forecast templates for use throughout the financial planning process.
• Manage ETL integrations with Jet Global data warehouse and ERP system(s) to ensure timely and accurate data is used for planning and reporting.
• Provide system support on Financial and Operational systems and tools, including D365, Jet Global data warehouse, and Vena, providing expertise and guidance to other users, as needed, especially related to the departmental expenses, royalty, and inventory reporting areas.
• Analyze and design efficient solutions to management information as it relates to financial planning, reporting, and analysis. Provide support to the Finance Director, as needed, in researching potential system changes and enhancements
4. Complete ad-hoc analysis and projects for the global leadership team and senior management to evaluate business operations and provide strategic decision support. 10%
• For ad-hoc report requests, analyze requests to determine resources and information needed, collaborate with customers to clearly define reporting specifications, and establish realistic completion dates.
• Analyze processing time, and system resources needed to run requested reports to ensure minimum impact on the daily operations.
These job duties and responsibilities are not intended to be all inclusive. Other job duties may be assigned by department manager.
Education Requirements:
BS or equivalent in Finance or Accounting required; FPAC, MBA, Masters in Finance, CPA, CA, or CGMA preferred
Experience Requirements:
• 5+ years of experience in financial analysis
• Expert skills in use of Microsoft Excel
• Expert skills in use of databases, report design, & writing tools
• Experience with Microsoft Dynamics 365 Finance & Operations, Jet Global, Vena, SQL, or other equivalent ERP and business intelligence applications
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Schedule:
• Monday to Friday
Ability to commute/relocate:
• Sunnyvale, CA 94086: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Accounting: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)
Work Location: Hybrid remote in Sunnyvale, CA 94086 Show more details...
Our corporate culture is mission driven. We are a certified B Corp and a California benefit corporation, taking all stakeholders (including our employees, community, customers, and the environment) into account to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional and committed to the professional development of all... employees.
While we’re best known for our products like the Myers-Briggs Type Indicator® assessment (MBTI®), our reach extends well beyond a single instrument. We are a group of professionals who provide expertise in the talent development industry, as well as to career counselor and educators and individual consumers. We offer solutions to help improve individual and organizational performance and address whatever people development challenges businesses and professionals face – from team building, leadership, coaching, and conflict management to career development, selection, and retention. Perhaps this is why millions of individuals in more than 170 countries use our products and services each year. Our customers include the majority of the Fortune 500 companies, as well as businesses of all sizes, educators, government agencies, training and development consultants and consumers looking to understand themselves better.
Working at The Myers-Briggs Company gives you the opportunity to make a positive difference, be accountable, experience genuine respect from your colleagues and peers, and feel valued and supported. We work to create an environment that fosters excellence and encourages employees to contribute, learn, and grow throughout their career.
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, gender identity, sexual orientation, age, status as a protected veteran, or status as a qualified individual with disability.
Financial Analyst
To Apply - https://app.jobvite.com/j?aj=o8fvkfwW&s=Indeed
THIS IS A MID-LEVEL ROLE
Hybrid work schedule, work in Sunnyvale office up to 2 days per week
The Myers-Briggs Company is looking for a talented, dynamic Financial Analyst to join our global Finance team. The position requires a highly motivated, detail-oriented self-starter to partner with business leaders and support financial planning, forecasting, and analysis activities across the organization. The position will work remotely as well as two to three days onsite in our Sunnyvale, California headquarter offices.
As a Financial Analyst at The Myers-Briggs Company, you will be a key member of the global Finance team. You will be working with a highly visible and motivated group of Finance and Accounting professionals, partnering with functional and business leaders to support the strategic priorities of the organization through financial planning, forecasting, monthly financial reporting, and analyses, and by providing ad-hoc analysis and decision support using reporting and data analytics tools.
You are a creative problem solver that is highly motivated, inquiring, and technically proficient with a strong sense of ownership and integrity to deliver quality work and consistent results. The ideal candidate has a strong analytical background, is proactive, with a process improvement mindset and meticulous attention to detail, as well as a proven ability to build relationships with both finance and accounting colleagues and with business partners.
Key deliverables include providing accurate and timely monthly financial and sales reporting, supporting the annual budgeting cycle, long range financial and strategic planning, contingency planning, and the development and prioritization of strategic initiatives.
Essential Duties and Responsibilities
• Develop and maintain financial models to support financial planning, budgeting, and forecasting processes, compiling inputs from key business and finance/Accounting stakeholders, and managing deliverables to successfully complete planning cycles on tight deadlines.
• Perform analysis on financial statement elements, evaluating budget variances to understand key business trends, risks, and opportunities. Independently pursue deeper understanding with business partners closest to the details.
• Develop reporting packages and presentations to executives and other key personnel. Develop the business story and tell this story with data.
• Ensure high quality deliverables by thoroughly validating work product and independently problem-solving root cause issues.
Provide financial analysis and project management to support the budget and forecast processes for the company. Collaborate with Finance and Accounting to provide financial support to business partners throughout the planning, budgeting, and forecasting cycles. 45%
• Provide support and analysis around the annual budget process to executives and business managers, as needed, to facilitate understanding of departmental, functional, territory, and company-wide expenses.
• Provide support for forecasts, as necessary, including development of templates to compile and report operating expenses, capital expenses, bonus and commissions, and sales reporting.
• Provide analysis and support to business partners, as needed, in support of budget, forecasts, contingency planning, and long-range planning cycles.
Design, develop, and publish financial and operational reports across the company. Leverage existing tools and research, recommend, and realize new solutions to automate financial and operational reporting. 25%
• Develop and maintain the financial tools and systems to ensure accurate and efficient reporting, budgeting, and forecasting processes (D365 Financial Reporter, Jet Global, Vena, SQL and other report-writers).
• Support the monthly generation of the financial statements, including variance analysis, and management discussion and analysis commentary to effectively communicate business trends, risks, and opportunities
• Prepare various monthly financial and sales reports and distribute to internal customers, preparing, reviewing, and auditing information to ensure data accuracy.
• Provide support for consolidated sales reporting, royalty reporting, and other accounting information, as needed.
• Collaborate with and provide support to sales and operation teams, preparing quarterly sales commission reports.
• Research and recommend new tools to streamline financial and operational reporting. Develop reporting capabilities to improve efficiency across the Finance and Accounting function, and across the broader business.
3. Develop, deploy, and maintain financial planning, reporting, and analysis tools and capabilities across the company. 20%
• Serve as System Administrator for Vena Financial Planning & Analysis application
• Manage budget and reporting workflows and user security/permissions
• Provide user training and serve as a knowledge resource for the FP&A tools and processes.
• Develop, modify, and test the budget and forecast templates for use throughout the financial planning process.
• Manage ETL integrations with Jet Global data warehouse and ERP system(s) to ensure timely and accurate data is used for planning and reporting.
• Provide system support on Financial and Operational systems and tools, including D365, Jet Global data warehouse, and Vena, providing expertise and guidance to other users, as needed, especially related to the departmental expenses, royalty, and inventory reporting areas.
• Analyze and design efficient solutions to management information as it relates to financial planning, reporting, and analysis. Provide support to the Finance Director, as needed, in researching potential system changes and enhancements
4. Complete ad-hoc analysis and projects for the global leadership team and senior management to evaluate business operations and provide strategic decision support. 10%
• For ad-hoc report requests, analyze requests to determine resources and information needed, collaborate with customers to clearly define reporting specifications, and establish realistic completion dates.
• Analyze processing time, and system resources needed to run requested reports to ensure minimum impact on the daily operations.
These job duties and responsibilities are not intended to be all inclusive. Other job duties may be assigned by department manager.
Education Requirements:
BS or equivalent in Finance or Accounting required; FPAC, MBA, Masters in Finance, CPA, CA, or CGMA preferred
Experience Requirements:
• 5+ years of experience in financial analysis
• Expert skills in use of Microsoft Excel
• Expert skills in use of databases, report design, & writing tools
• Experience with Microsoft Dynamics 365 Finance & Operations, Jet Global, Vena, SQL, or other equivalent ERP and business intelligence applications
Job Type: Full-time
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Schedule:
• Monday to Friday
Ability to commute/relocate:
• Sunnyvale, CA 94086: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Accounting: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)
Work Location: Hybrid remote in Sunnyvale, CA 94086 Show more details...
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