Act as a trusted advisor to Business Unit (BU) leadership, providing financial insights and recommendations that shape strategic decisions.
Perform meaningful financial analyses with large data sets to aid business decision-making, including revenue trends, profitability, expense management, and ad hoc analyses.
Serve as the primary finance partner for BU leaders; translate business goals into financial impacts and deliver well-reasoned recommendations.
Support planning processes including budgeting, forecasting, and long-range planning through partnerships with business partners.
Advise on soundness of financial assumptions and outcomes.
Own revenue and operating expenses for assigned BUs, including workforce expense management and headcount planning.
Prepare and present financial and operational reporting packages, including variance analyses, metrics/KPIs, and data visualization.
Communicate complex concepts to senior leaders in a clear and actionable manner.
Utilize a deep understanding of revenue and pipeline drivers to identify growth opportunities and influence business decisions.
Design and build driver-based revenue and margin models (pricing, volume/mix, rate realization, pipeline/bookings dynamics) for scenario analysis.
Monitor leading indicators and KPIs to highlight risks/opportunities and proactively recommend actions.
Identify and provide recommendations for cost efficiencies; quantify savings and track realization.
Collaborate cross-functionally with operations, sales, and HR to align financial plans with business objectives.
Champion financial literacy within the business by explaining key metrics and drivers to non-finance stakeholders.

Requirements

Minimum of 6 years of relevant experience in financial analysis.
Minimum of 3 years of revenue or sales planning experience (pricing, mix, utilization/realization).
Bachelor's or master’s degree in finance or equivalent work experience.
Strong business acumen and ability to translate operational drivers into financial outcomes.
Excellent stakeholder management skills with proven ability to influence senior leaders.
Strong Microsoft Excel skills and proficiency in other Microsoft Tools.
Working knowledge of data visualization tools such as PowerBI, Tableau, Qlikview, etc.
Prior experience in Workday and/or Workday Adaptive Planning preferred.
Prior experience in professional services industry preferred.
Strong communication and presentation skills; ability to formulate analysis results in a concise, insightful manner.
Ability to challenge assumptions constructively and provide alternative solutions.
Comfortable working in fast-paced, ambiguous environments while delivering on competing priorities.
Strong attention to detail and commitment to accuracy in financial analysis and reporting.
A genuine passion for corporate finance and helping others succeed.

Benefits

Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisrevenue planningsales planningbudgetingforecastingdata visualizationvariance analysisdriver-based revenue modelscost efficiency analysisKPI monitoring

Soft Skills

stakeholder managementinfluencing senior leaderscommunication skillspresentation skillsbusiness acumenattention to detailproblem-solvingcollaborationadaptabilityfinancial literacy