The role will partner closely with FP&A leadership, the CFO, Accounting, and department leaders across the U.S., India, EMEA, and APAC. The successful candidate will translate complex financial and operational data into clear insights, risks, trends, and recommendations for executive leadership.
Why This Role Matters
This is a highly visible role that directly supports financial planning, resource allocation, and executive decision-making across Agilysys. The Senior Financial Analyst will help leaders understand business performance, evaluate investments, manage costs, and make informed decisions about headcount and other operating priorities.
The position also plays an important role in preparing executive and Board materials, improving financial reporting, and strengthening the connection between operational activity and financial results.
Key Responsibilities
Own the monthly forecast for assigned cost centers and P&L areas, partnering with business leaders to gather inputs, validate assumptions, and identify financial risks and opportunities.
Prepare forecast, quarter-over-quarter, and budget-to-actual variance analyses that clearly explain the primary drivers of financial performance.
Present financial insights, trends, risks, and recommended actions to the CFO, senior management, and other business leaders.
Build and maintain financial models and scenario analyses to evaluate business performance, investment decisions, resource allocation, and changes in key operating assumptions.
Support the annual budget and multi-year planning processes.
Develop salary, merit, bonus, fringe, and stock-related tax assumptions for financial planning purposes.
Maintain India Development Center salary run rates and allocations, as well as U.S. and global headcount plans, including open positions, backfills, and new hires.
Build and maintain subscription, professional services, and product-line P&L and margin analyses.
Analyze cost of goods sold, regional Adjusted EBITDA, and other key financial performance measures.
Develop management reporting, including monthly Board updates, executive presentations, budget materials, and KPI dashboards.
Track and analyze vendor, software, artificial intelligence, and cloud-related spending, including usage, allocations, and budget-to-actual performance.
Partner with Accounting and Operations during the month-end close process, including accruals, allocations, account coding, and reserves within NetSuite.
Reconcile forecasts to actual results and investigate material discrepancies.
Maintain clear documentation and reconciliation processes to support data accuracy and reporting consistency.
Deliver timely financial analysis for executive requests, business initiatives, and special projects.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
At least four years of experience in financial planning and analysis, financial analysis, business analytics, or a related finance function.
Demonstrated experience with forecasting, budgeting, variance analysis, and financial modeling.
Experience analyzing P&L performance, headcount, margins, cost of goods sold, or other operational and financial performance measures.
Experience preparing financial reports, presentations, or recommendations for senior leadership.
Experience working with enterprise resource planning systems and financial planning tools.
NetSuite experience is preferred.
Experience supporting a global, software, SaaS, or technology organization is preferred.
Required Skills & Competencies
Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, reconciliation, and scenario planning.
Strong proficiency in Microsoft PowerPoint and the ability to prepare polished executive and Board-level presentations.
Strong knowledge of forecasting, budgeting, P&L analysis, headcount planning, and margin analysis.
Ability to identify and clearly explain the underlying drivers of budget, forecast, and actual variances.
Ability to translate complex financial and operational data into concise, actionable business insights.
Strong analytical and problem-solving skills, with the ability to evaluate data from multiple sources.
High level of accuracy and attention to detail.
Strong written and verbal communication skills.
Ability to establish productive partnerships with Finance, Accounting, Operations, and functional business leaders.
Ability to manage multiple deliverables and meet recurring monthly, quarterly, and annual deadlines.
Ability to work effectively across global teams, functions, and time zones.
Personal Attributes
Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, reconciliation, and scenario planning.
Strong proficiency in Microsoft PowerPoint and the ability to prepare polished executive and Board-level presentations.
Strong knowledge of forecasting, budgeting, P&L analysis, headcount planning, and margin analysis.
Ability to identify and clearly explain the underlying drivers of budget, forecast, and actual variances.
Ability to translate complex financial and operational data into concise, actionable business insights.
Strong analytical and problem-solving skills, with the ability to evaluate data from multiple sources.
High level of accuracy and attention to detail.
Strong written and verbal communication skills.
Ability to establish productive partnerships with Finance, Accounting, Operations, and functional business leaders.
Ability to manage multiple deliverables and meet recurring monthly, quarterly, and annual deadlines.
Ability to work effectively across global teams, functions, and time zones.
Must be willing to complete all license applications, background checks, security checks and/or any other documentation and provide copies of any identification documents required by any State, Federal or Tribal governmental agency in order to maintain compliance with their laws and to successfully perform in the role.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Conditions may require the Company to modify this job description and the Company reserves the right to exercise its discretion to make such changes.
Agilysys is an equal opportunity employer. In compliance with Federal and State EEO laws, qualified applicants are considered for all positions without regards to race, color, gender, religion, national origin, ancestry, place of birth, age, marital status, sexual orientation, disability, or veteran status.
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