Understand current client situations, helping simplify models and existing data.
Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.
Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care.
Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.
Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
Requirements
2+ years of experience in customer success, consulting, or similar customer-facing role, and a finance or accounting background.
Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models)
Bachelor's degree or equivalent experience.
Benefits
Private medical and dental insurance through BUPA
Pension scheme with salary sacrifice OR net pay options with 3% employer pension contribution
20 days of PTO + 8 paid company holidays + 7 days of company-provided sick leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business analysisbudgetingforecastingfinancial modelingstandard reportingadvanced Excel functionsformulasVlookupPivot TablePower Query