Summit

Compensation

Full Description

What You’ll Do: Support the consolidation of budgets and forecasts by integrating newly acquired businesses into Summit’s financial model. Partner with leaders to build annual budgets, monitor performance, and refresh quarterly forecasts. Track monthly results and highlight key trends, drivers, and variances. Assist with weekly cash flow forecasting by validating inputs, assumptions, and working capital impacts. Collaborate with AR, AP, delivery, finance, and operations to anticipate changes in cash needs. Contribute to month-end reporting packages for banks, investors, and internal leadership. Prepare schedules, KPIs, dashboards, and other reporting materials used across the company. Draft concise variance commentary comparing actuals to budget and forecast. Maintain and improve financial models used for planning, forecasting, and decision-making. Identify opportunities to automate reporting and enhance data visualization. Provide analysis for new initiatives, spending reviews, acquisitions, and scenario planning. What You’ll Deliver: Accurate, timely inputs into the consolidated budget and forecast. A strong understanding of the financial impact of newly acquired businesses and operational changes. Insightful variance analysis used by executives, lenders, and investors. Weekly support for cash-flow forecasting that informs operational decisions. Models and reporting tools that increase visibility and elevate the quality of financial decisions across Summit. What You'll Decide: How to incorporate operational insights into budgets, forecasts, and models. How to structure analysis so it’s clear, useful, and actionable for business partners. When assumptions should be challenged or updated based on material trends. How to balance speed and accuracy under tight deadlines while maintaining data integrity. You’ll Thrive in This Role If You: Have a bachelor’s degree in Finance, Accounting, Economics, or a related field. Bring 3–5+ years of experience in FP&A, accounting, consulting, or a data-heavy analytical role. Are fluent in Excel and financial statements and genuinely enjoy working with data. Can translate numbers into insights and communicate them clearly to non-finance stakeholders. Are curious about how the business works and enjoy digging into operational details. Are organized, dependable, and comfortable managing multiple projects and deadlines. Take initiative, ask smart questions, and proactively recommend improvements. Bonus Points: Experience in SaaS, hosting, cloud, or other recurring-revenue business models. Familiarity with forecasting tools, BI tools, or SQL. Experience supporting integration of newly acquired businesses. Comfort working in a fast-growing, evolving environment with competing priorities. At Summit, our culture and core values are important to us. As a diverse team of passionate pathfinders, we deliver on the promise of technology. If this sparks your interest, we'd love to chat with you! Empower our people Constant elevation Customer first Focus on outcomes Embrace curiosity Summit offers a total rewards package designed to support you at work, at home, and everywhere in between. Here's a quick look at some of what's included. Your recruiter will walk you through all the details, and a few extras we didn't list here. Flexible Time Off (yes, really) Health, Dental, and Vision Insurance — with HSA/HRA options 401(k) with 4% employer match Life Insurance and Long-Term Disability coverage Free employee colocation and cloud account A fun, casual work environment where you can be yourself Compensation: The salary range for this role is $91,000 - $114,000 and is dependent on your experience, skills, and location. We aim to make offers that feel fair, forward-looking, and reflective of what you bring to the table — and where you want to grow. Internal candidates may see a different compensation package based on their current role, pay history, and progression at Summit. Same thoughtful approach, just with a bit more context. Summit is committed to a diverse and inclusive workplace. Summit is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. As part of this commitment, Summit will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email hr@summithq.com.