Financial Analyst/Financial Reporting

• Self-starter with a proactive, ownership mindset
• Highly organized and impact-driven
• Advanced Excel and financial modelling skills
   

• Advanced Microsoft Excel skills
• Advanced PowerPoint skills
• SAP experience
• BPC experience

• Partner with the Finance Transformation team to identify gaps, overlaps, and potential double-counting, including allocations.
  • Determine how allocations are treated, tracked, and reflected in actuals.
  • Validate employee mapping across functions and cost centers.
  • Assess whether G&A and Corporate Communications costs require separate tracking.
  • Update forecasts to reflect revised employee mapping and associated costs.
  • Support actual versus budget analysis using the new employee mapping.
• Establish a repeatable reconciliation process to ensure completeness, accuracy, and consistency between actuals and forecasts.
• Document data sources, expense treatments, and ownership for each expense category.

• Support the FY28 planning process by owning a defined workstream and partnering with the FP&A team and department leaders.
• Distribute budget templates, collect submissions, and follow up to ensure planning deadlines are met.
• Consolidate submissions and review for completeness, consistency with planning guidelines, and alignment with revised employee mapping.
• Update budget and forecast projections based on revised employee mapping and associated costs.
• Develop supporting analyses for management review, including variances against current-year forecasts and prior-year actuals.
• Model and compare planning scenarios, documenting key assumptions, drivers, and variances.

• Develop a process to track approved headcount budgets, committed costs, and remaining funding by department.
• Establish a review process for new role requests, requiring department leaders to identify offsetting funding within existing budgets.
• Create a framework for evaluating role substitutions, including scenarios where a higher-cost role requires funding from multiple planned positions.
• Document approval requirements and update headcount plans and forecasts to reflect approved changes.

• Support the bi-weekly ARR forecast by collecting inputs, updating projections, and validating assumptions.
• Analyze changes from prior forecasts and highlight key drivers, risks, and opportunities.
• Update revenue and billings forecasts based on revised ARR projections and timing assumptions.
• Refine billings assumptions and forecasting methodologies.
• Prepare supporting analyses and commentary for management review.
• Document forecasting processes, including data sources, assumptions, responsibilities, timelines, and the flow-through impact of ARR changes on revenue and billings.

• Support alignment of ARR, ACV, and Billings with Client  metric definitions.
• Document current MaintainX metric definitions, compare them with Client’s definitions, and quantify gaps.
• Assist in developing a bridge from current metrics to aligned metrics.
• Support the restatement of historical and forecasted figures under the new definitions.

Regards,

Ayush Upadhyay
Team Lead – IT & Engineering
Cell: (503) 530-4595 x 558 / (872) 217-2038  
Email: upadhyay.ayush@net2source.com
LinkedIn: linkedin.com/in/ayush-upadhyay-159b95203
Net2Source Inc.
Global HQ Address – 270 Davidson Ave, Suite 704, Somerset, NJ 08873, USA
Office: (201) 340-8700