Trusteer Financial

Financial Planning and Analysis

• Master the application of advanced Excel functions such as Pivot Tables, Macros, and advanced formulas for detailed financial analysis and modeling
• Develop and manage financial projections using both top-down and bottom-up approaches
• Conduct financial analyses including MRR, LTV, CAC calculations, and basic cohort analysis
• Prepare comprehensive financial statements such as P&L, Balance Sheets, and Cash Flow Statements
• Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance
• Collaborate on financial planning and analysis tasks including budgeting and forecasting
• Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms (Slack, Clickup, etc)

Associate Analyst, FP&A