OnlyExperts

Financial Planning and Analysis

• Build, manage, and fully own detailed operating models (P&L, cash flow, balance sheet).
• Prepare financial forecasts, scenario analyses, and sensitivity models.
• Analyze financial performance across multiple clients and provide actionable insights.
• Support CFO/VP Finance team members with client-facing reporting and presentations.
• Create polished PowerPoint presentations for internal and external stakeholders.
• Maintain and improve Excel-based tools, templates, and financial tracking models.
• Assist in monthly, quarterly, and annual planning processes.
• Coordinate with cross-functional teams to gather data and validate assumptions.
• Help ensure data accuracy across ERP, CRM, and financial reporting systems.

Financial Analyst, CFO/VP Finance

Content Creator

• Content Creation & Campaign Execution: Develop email campaigns, landing pages, how-to guides, and sales collateral that effectively communicate our value to customers.
• Manage end-to-end execution of email marketing campaigns, from content creation to performance tracking.
• Sales and Customer Success Support: Support the Sales and Customer Success teams by enhancing sales decks, presentations, and product overviews, ensuring that messaging and design are consistent and impactful.
• Template Development: Design adaptable templates that can be customized for various industry partners, channels, and products, making our marketing processes efficient and scalable.
• Research & Best Practices: Stay current with B2B content best practices, leveraging industry research and examples to create data-driven, competitive content.
• Organization & Reporting: Maintain organized records of campaign tracking, target audiences, and engagement metrics. Execute campaigns with a strong focus on accuracy, attention to detail, and timely analysis.

Financial Analyst, CFO/VP Finance

Marketing Content Creator