Loopio

Financial Planning and Analysis

• Conduct in-depth financial analysis, including but not limited to financial modeling, forecasting, and variance analysis. Provide insights into financial performance and identify trends, risks, and opportunities.
• Assist in the development and execution of the company’s strategic plan. Collaborate with cross-functional teams to align financial objectives with overall business goals.
• Support in the budgeting and quarterly forecasting processes, including gathering input from various departments, creating and updating financial models, and tracking performance against budget.
• Collect, analyze, and interpret financial and operational data to drive informed decision-making. Present findings and recommendations to Leadership, alongside the broader Strategic Finance team.
• Prepare and present regular financial reports and presentations to management, shareholders, and other stakeholders. Develop and design new internal and external reporting packages and dashboards.
• Identify cost-saving opportunities and work with relevant teams to implement efficiency measures without compromising key objectives.
• Identify opportunities to enhance financial processes and provide recommendations for improvements.
• Assist in ad hoc financial analysis and special projects as required.

Strategic Finance Associate

Business Intelligence Analyst

• Establish and evolve a centralized Go-to-Market analytics function supporting Sales, Marketing, Customer Success, and Executive Leadership
• Own the development and governance of core GTM KPIs across pipeline, revenue, retention, expansion, product adoption, customer health, and operational performance
• Build repeatable analytics workflows that reduce ad hoc analysis dependency and create sustainable self-service capabilities
• Lead the strategy and evolution of dashboards and reporting products in Tableau and other BI platforms
• Partner closely with Sales, Marketing, Customer Success, Finance and Operations leaders to identify opportunities
• Drive adoption of centralized metric definitions, semantic layers, and data governance standards
• Support forecasting, pipeline analysis, customer retention analysis, and revenue intelligence initiatives

Strategic Finance Associate

Manager, Business Intelligence