Manager, Analyst Services

Manager, Analyst Services

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate todays complex global markets with clarity and confidence. Backed by Insight Partners, were building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by a culture of disciplined execution, humility, and curiosity where AI is at the core of how we operate, innovate, and serve clients. At Solovis, youll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide. Our companies are not the largest or flashiest, but they are among the best-run software businesses, creating value for customers and shareholders at an accelerated pace. To date, our team has built six platform companies, each culminating in multiple liquidity transactions with multi-billion-dollar valuations.

TODO

Key Responsibilities

• Deliver accurate, robust, and dynamic budgeting and ongoing forecasts
• Deliver financial reports and insightful commentary for board and lender presentations on time and with high accuracy.
• Deliver consistent agile forecasting cadence with all operational leaders to ensure full forecast visibility & alignment
• Ensure system-driven calculations of ARR are accurately maintained and reconciled with reported revenue each month, leveraging automated processes for consistency and precision.

Key Qualities

• Encapsulates taking full responsibility for ones actions and their outcomes, emphasizing accountability and learning from experiences
• Detail-oriented and organized, this individual prioritizes effectively, excels at time management, and anticipates well in decision making

Skills

• Experience in data analysis and reporting
• Experience in bottoms-up forecasting
• Experience in ai proficiency