Senior Financial Analyst (Operations)

Position Overview

Primary Responsibilities

• The below represents the primary duties of the position, others may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Financial Planning & Analysis
• Prepare and maintain complex financial models, including forecasts for income statement, balance sheet, and cash flows.
• Partner with business leaders to develop annual budgets, rolling forecasts, and long-range financial plans for assigned P&L categories.
• Support monthly and quarterly close by preparing advanced analyses and reviewing work performed by junior analysts.
• Maintain and analyze key financial metrics, KPIs, and ratios to assess business performance, labor efficiency, capital investments, and profitability.
• Perform ad hoc financial modeling and analysis to support strategic initiatives and leadership decision-making.
• Cross-Functional & Executive Partnership
• Serve as a trusted finance partner to leaders across Finance, Product, Sales, Human Resources, Marketing, and/or Operations.
• Support earnings guidance and external reporting processes through forecast preparation and analytical support.
• Prepare and maintain Balance Sheet & Statement of Cash Flows budget and forecasts.
• Present financial insights, pricing recommendations, and strategic analyses to senior leadership and executives.
• Act as a point of coordination for designated financial approval or governance processes as assigned.
• Maintain and update various financial metrics and ratios to assist management in the evaluation of business performance, including labor and capital expenditures.
• Partner with the business to prepare budgets and forecasts for assigned P&L categories
• Support the earnings release process, including the preparation of financial statement forecasts.
• Prepare the most complex areas of financial analysis for monthly and quarterly close; may require reviewing work completed by Financial Analyst I and Financial Analyst II.
• Other ad hoc analyses and financial modeling upon manager request.

Education and Experience

Physical & Technical Requirements

• Ability to sit for extended periods (typically 7–8 hours per day).
• Ability to use a computer, phone systems, and multiple software applications simultaneously.
• Ability to create, edit, and present digital materials and documentation.
• Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
• We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
• We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [email protected] . This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
• The base pay range for this position is $66,600 - $105,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.
• Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws.
• At Paylocity, “We” is what makes us different. We are committed to fostering a culture that honors diverse opinions, perspectives, and backgrounds, knowing that each makes us stronger and collectively unbeatable together. We actively cultivate these differences as we engage each other in driving innovation in the software and services we provide our customers. Paylocity is an equal opportunity employer. If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7427.