Own the development and maintenance of complex financial models to support monthly forecasting, annual budgeting, special projects and initiatives, deal models.
Proactively source, scrub, and aggregate data from disparate systems (ERPs, Datamarts, and CRM) to build a holistic picture of a trend or conduct “deep-dive” / root cause analysis of shifts in revenue drivers, customer behavior, cost structures.
Partner with Accounting during the month-end close process to ensure accurate and complete entries.
Prepare reporting packages for financial and non-financial stakeholders, including Senior Management and the Board of Directors with key insights and messaging developed and documented.
Support urgent requests, providing quick-turnaround modeling for contract negotiations, investment decisions, quarterly earning communications.
Act as a Finance Business Partner for strategic clients’ teams, supporting business managers with revenue, expenses, headcounts reporting & analysis, repricing, business opportunities, new deals.
Actively engage with business leaders to understand their strategic priorities and identify relevant data and insights.
Coordinate with department leads to collect inputs for the forecast and ensure the accuracy of financial projections.
Ensure the proper documentation of current processes and maintain a knowledge database.
Identifies opportunities for process improvement and drives implementation of initiatives that have a meaningful impact to finance, the LOB, and the Company.

Requirements

Bachelor's degree required. Finance, Accounting, Mathematics, or other quantitative fields are preferred
7+ years of experience in a high-paced or data-intensive financial environment
Mastery of Excel is a baseline, be ready to use Google Sheets extensively
Hands-on experience building interactive dashboards and visualizations (Tableau, PowerBI)
Experience with Snowflake or complex relational databases
Experience with ERP systems and forecasting platforms (i.e Anaplan)
Strong Accounting foundation and hands-on experience with Accounting processes
Comfortable with ambiguity, able to maintain high accuracy in an evolving environment.
Proven ability to manage multiple priorities
Experience with automation tools (i.e. Alteryx)
Ability to quickly master new software, complex business models, and industry nuances with minimal hand-holding
Collaborative bridge-builder with great interpersonal skills

Benefits

health, dental and vision insurances
retirement savings plan
paid time off
health savings account
flexible spending accounts
life insurance
disability insurance
tuition reimbursement

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingdata aggregationroot cause analysisforecastingbudgetingdashboard buildingdata visualizationautomationaccounting processesdata analysis

Soft Skills

interpersonal skillscollaborationprocess improvementmulti-priority managementadaptabilitycommunicationstrategic thinkingproblem-solvingattention to detailstakeholder engagement

Certifications

Bachelor's degreeMaster's degree (preferred)