• Finance
  • Charlotte, NC, USA

About isolved:

isolved is an industry-leading human capital management technology company that brings together the key workforce functions in one robust, easy-to-use platform, isolved. Payroll, HR, Time & Attendance, Onboarding, ACA Compliance, and Benefits Enrollment are all delivered from one solution, in the cloud, specifically built for the small to mid-sized employer. This has achieved rapid market share, with more than 2 million employees and growing. isolved also includes innovative features and options to boost employee engagement and improve productivity, including its mobile app, isolved Go and its NXG line of time clocks. isolved is delivered through elite, regional payroll providers who provide customers with the white glove service they need in todays regulatory environment. This unique approach gives small-to-midsize employers access to a cutting-edge HCM solution, while retaining the local service relationship they prefer. For more information, visit

Key Job Responsibilities:

  • Review monthly results and explain variances of the budget, prior year, prior month, and rolling forecasts
  • Prepare monthly reports to be included in monthly financial package for CFO to review with management
  • Manage business metrics for monthly, quarterly, and annual reporting
  • Prepare quarterly reports to be included in Board of Directors presentations
  • Develop new monthly reports for management team
  • Participate in annual budget cycle and rolling forecast sessions
  • Maintain multi-year revenue models
  • Continuously seek opportunities to maximize revenues by researching price discounting activities, pricing discrepancies, billing variances, etc. and provide solutions to management team
  • Perform various and frequent ad hoc analyses as requested by CFO and management team

Overview of Required Skills:

  • Excellent attention to detail
  • Inquisitive attitude, seeking to understand broad business picture
  • Highly motivated, reliable and able to work independently
  • Proven ability to manage multiple tasks simultaneously
  • Highly proficient in Excel
  • Ability to understand financial model and accounting principles
  • Strong interpersonal skills (written and verbal), employee will interact with other employees in all areas of the company, including the executive team, finance teams in the business units and sales leaders
  • Demonstrated analytical experience in a financial services environment
  • Strong problem solving skills


Must have 4+ year in accounting, finance or a related degree

Desired Qualifications:

Software industry experience is desired but not required

NetSuite experience preferred


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