Current Open Positions:

FP&A Analyst

Job Summary

The Accounting & Finance team at CaseWorthy is small and part of a company that is quickly growing organically and through M&A. This position will require you to assist with some of the accounting function where needed. As an FP&A Analyst, you will drive the financial planning, budgeting, and forecasting process at CaseWorthy. You will collect, prepare, and analyze financial data from across the organization to create reports that provide data-driven answers to business questions.

Job Responsibilities

  • Partner with senior business leaders to develop a deep understanding of the business, provide support through modeling, budgeting, and providing analysis and insights on operations.
  • Provide customer and product line level revenue analysis to help understand business performance and drivers of results.
  • Understand key SaaS efficiency & productivity metrics that drive the business.
  • Prepare and contribute to executive presentations, tell the story of business performance.
  • Seek continual process improvements to help scale the business.
  • Assist with accounting functions including day to day and month end.
  • Assist with AR, AP and customer inquiries as needed.
  • Interface with external parties including consultants, auditors, and tax preparers.
  • Several other finance and accounting tasks as needed.
  • Use technology such as Mosaic & NetSuite to automate data and reporting.
  • Performs other related duties as assigned.
Requirements:
 

Skills & Qualifications 

  • Positive, collaborative, and comfortable in a fast-paced environment that changes as the business evolves.
  • Familiar with SaaS business model a plus.
  • Motivated self-starter who seeks continuous improvements.
  • Strong analytical and communication skills.
  • Attention to detail with excellent organization skills.
  • Excel skills are essential, and experience in Mosaic, BILL, and NetSuite a plus.
  • Ability to learn technology solutions quickly.
  • Bachelor’s degree in Finance, Accounting, or Economics, or equivalent experience.
  • 3+ years of proven FP&A experience. 
  • Routinely perform analysis on operational and financial data.
  • Comfortable presenting to management as well as BOD level stakeholders.
  • M&A experience is a plus.

Company Summary

CaseWorthy, Inc. is a leading provider of Social Services Technology for nonprofits and government agencies. As the developer of the CaseWorthy application, our goal is to support and enable Health and Human Service (HHS) organizations to realize their missions of creating stronger and healthier people, families, and communities. We see our technology as the backbone that supports and connects all data and systems into a single platform, so our partners can easily get to the information they need, when they need it. It is our mission to empower organizations with smart software that automates and simplifies day-to-day processes and will enrich the lives of the people they serve.  

What You will Love About Us

  • Work Remotely: Live and work wherever you like! 
  • Benefits: We offer 2 health plans, dental, vision, life insurance, and 401K 
  • Time Off: We start with 3 weeks of vacation, plus sick time, 9 paid holidays, and even a day for your birthday 
  • Culture: We like to get things done while still having fun 
  • Employees: You will be working with a group of smart, funny, and hard-working individuals 

 

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Join Our Team

CaseWorthy is committed to creating and maintaining a business culture with a foundation of trust, integrity, passion, accountability and a strong work ethic. Joining our team means becoming part of a community that supports not only our nonprofit clients, but also each other. We work collaboratively and intentionally to provide valuable data and software solutions to the community-aiding organizations with whom we partner. To work with us in this field is to have a career with purpose and to know that your job truly makes a difference.

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Our Values

Excellence:

We strive for excellence. We take pride in our work. We go above and beyond the call of duty.

Collaboration:

We’re stronger together, our team has a cooperative spirit and mutual respect. Good ideas come from anywhere, so the more voices the better.

Service:

Our clients are at the heart of everything we do. We strive to provide a service that’s anything but basic.

Compassion:

It’s compassion and kindness that wins over our clients at the end of the day, and that effort of understanding and accepting others is one of our biggest strengths.

Empower:

We have the resources and freedom needed to complete our projects. We work to enrich the lives of everyone we serve.

We are pleased to offer a wide variety of competitive benefits to our employees.

  • Medical, Dental, Vision, Life, 401K
  • Paid holidays
  • Vacation time
  • Sick time
  • Short Term and Long Term Disability
  • Parental leave
  • Adoption leave
  • Bereavement leave
  • Medical leave
  • Military leave

Do you want to make a difference in a challenging and highly rewarding job? Apply today!