ImpulseUP

Financial Planning and Analysis

• Lead the preparation and monitoring of the Annual Budget and its revisions (Forecast), analyzing variances (Actual vs Budget), identifying deviations and proposing action plans together with cost center managers
• Act as the focal point with the partner accounting team; receive and audit the 'accounting kit' and trial balances to identify bottlenecks and ensure cost center classifications are 100% correct
• Conduct studies and analyses on the impacts of the Tax Reform, supporting the adaptation of financial processes and internal controls, as well as incorporating regulatory effects into forecasts, budget, cash flow, pricing and business metrics
• Ensure daily closing and reconciliation of cash flow in Omie, performing necessary manual updates and organizing allocations among departments and cost centers
• Review the fiscal/tax structure to identify accumulated credits and lead renegotiations of fixed costs with market suppliers (software vendors, banks, etc.)
• Identify opportunities to automate financial routines and budget validation through practical use of Artificial Intelligence and AI agents
• Develop, automate and monitor financial and operational KPIs through unified dashboards (Excel/Power BI), delivering predictive insights to optimize margins
• Develop policies, provide guidance and consultative support to managers and the executive team, translating complex data into executive management presentations

Mid-level FP&A Analyst

Business Development Rep

• Prospect and engage outbound leads who are not yet familiar with or have not shown interest in impulseup's product, using a persuasive, consultative, and personalized approach.
• Approach outbound leads through multiple channels such as phone, email, WhatsApp, and LinkedIn.
• Follow department processes with discipline and integrity.
• Conduct qualification conversations using active listening, diagnostic questioning, and objection handling.
• Record all interactions, statuses, and next steps in HubSpot in a disciplined, autonomous, and accurate manner.
• Adapt the pitch and approach according to the lead's profile, segment, and stage in the buying process.
• Support the development of prospecting campaigns and execute the agreed plan.
• Monitor personal performance metrics (lead volume, conversion by stage, etc.) and identify improvement opportunities.
• Share learnings about objections and approaches to continuously evolve the team's playbook.

Pre-Sales Analyst – BDR

• Lead the development and monitoring of the Annual Budget and its revisions (Forecast), analyzing variances (Actual vs Budget), identifying deviations and proposing action plans together with cost center managers
• Act as the focal point with partner accounting; receive and audit the “accounting kit” and trial balances to identify bottlenecks and ensure cost center classifications are 100% accurate
• Ensure daily closing and reconciliation of cash flow in Omie, perform necessary manual updates and organize allocations among departments and cost centers
• Review the tax/fiscal structure to identify accumulated credits and lead renegotiations of fixed costs with market vendors (software, banks, etc.)
• Identify opportunities to automate financial routines and budget validation using practical applications of Artificial Intelligence and AI agents
• Develop, automate and monitor financial and operational KPIs through unified dashboards (Excel/Power BI), providing predictive insights to optimize margins
• Develop policies, advise and provide consultative support to managers and the executive team, translating complex data into executive-level management presentations

Senior FP&A Analyst

Onboarding Specialist

• Manage Enterprise implementation projects
• Oversee the full onboarding lifecycle for multiple Enterprise accounts simultaneously, from kick-off to final handoff.
• Proactively mitigate risks and anticipate impediments, ensuring deadlines, scope, and critical milestones are met.
• Build and scale the team's playbook by standardizing templates, timelines, and monitoring rituals for the Enterprise segment.
• Provide visibility into project status for internal leadership and client stakeholders through reports and dashboards.
• Conduct in-depth diagnostics at kick-off to understand the client's HR/business context and design customized onboarding plans.
• Serve as the technical and business liaison, translating client needs into platform configuration requirements and aligning with internal teams (Product, Support, Data).
• Map and manage complex, multi-layered stakeholders (from operational HR to C-level executives).
• Plan and deliver tailored training for different user profiles (administrators, managers, and employees).
• Monitor adoption and engagement metrics throughout the journey, acting proactively on accounts showing risk indicators.
• Ensure a smooth transition to the Customer Success team by maintaining detailed records and alignment from the start of the project.
• Amplify operations through AI by using artificial intelligence tools in daily work to optimize communications, summarize rituals, create materials, and scale support capacity.
• Feed the continuous improvement cycle by turning project learnings into product, process, and playbook enhancements.

Mid-level FP&A Analyst

Pre-Sales Analyst – BDR

Senior FP&A Analyst

Senior Customer Success Analyst – Enterprise Onboarding