Become embedded with key leaders across the company, establish trust and quickly understand the business, economics and metrics
Develop and maintain complex financial models to support business decision-making. Utilize advanced Excel skills to analyze financial data and generate insightful reports
Work closely with various departments to understand operational complexities and translate them into financial drivers. Provide actionable insights that connect operational activities with financial outcomes
Design, prepare, and automate periodic dashboards / reports of operating results, trends and metrics for leadership and executive team
Support as needed standard SaaS metrics, including customer acquisition cost (CAC), customer lifetime value (LTV). Provide detailed analysis and recommendations based on these metrics
Identify and solve financial and operational problems by developing innovative solutions. Proactively seek out opportunities to improve financial processes and drive efficiency
Own assigned portions of the budgeting and forecasting processes, ensuring accuracy and alignment with company goals. Collaborate with business leaders to develop realistic and achievable financial plans
Be proactive in performing financial analysis to support strategic initiatives and business planning. Provide insights and recommendations to senior management based on financial performance and market trends

Requirements

Bachelor's Degree in Finance or other similar analytical discipline
Strong analytical skills and demonstrated experience to cash flow forecasting/analysis
5+ years of experience in a FP&A or similar analytical role ideally at a software or PE backed company
Must have strong analytical and problem-solving capabilities with ability to understand the "big picture" yet preserve a keen eye for details with extensive financial modeling (3 financial statement models, etc.)
Advanced proficiency in Excel, including complex financial modeling and data analysis using functions such as INDEX/MATCH. Experience with financial planning software and ERP systems is preferred
Strong verbal and written communication skills, with the ability to present financial information to non-financial stakeholders
Ability to multitask and produce consistent results in a fast-paced environment with multiple deadlines and priorities
Highly motivated and proactive, with a strong desire to identify and solve problems. Ability to work independently and as part of a team
Willingness to explore and adopt AI tools responsibly to enhance productivity and innovation in your role

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingcash flow forecastingdata analysisExcelfinancial planningbudgetingforecastingSaaS metricsoperational analysisfinancial reporting

Soft Skills

analytical skillsproblem-solvingcommunicationmultitaskingattention to detailproactivityteamworkindependencetrust-buildinginsight generation

Certifications

Bachelor's Degree in FinanceFP&A certification