Workwise

Financial Planning and Analysis

• Lead or support projects to automate reporting, accelerate data flows, and implement AI-enabled forecasting and analytical tools.
• Document, improve, and standardize finance processes to strengthen efficiency, scalability, and internal controls.
• Partner with the offshore finance team to ensure timely and accurate processing of financial data while improving workflows and cross-team alignment.
• Deliver accurate and insightful analyses that support monthly management reporting, forecasting, KPI tracking, and strategic reviews.
• Translate financial performance into clear business insights and recommendations for leadership.
• Develop and maintain financial models for planning, scenario analysis, pricing, margins, and growth forecasting.
• Support strategic initiatives with ad-hoc analyses (e.g., business cases, ROI models, cohort analysis, unit economics).
• Perform operational ad-hoc financial analysis when required, supporting both day-to-day operations and strategic initiatives.
• Contribute to budgeting and forecasting cycles, ensuring alignment with company strategy and financial targets.
• Build standardized reporting structures and dashboards that enhance transparency and scalability.
• Drive consistency in KPI definitions and data quality across teams.
• Assist with operational finance work, including month-end close activities.
• Work closely with stakeholders across Finance, Operations, Sales, and Management to support data-driven decision-making.
• Prepare and present insights for leadership discussions and board-level reporting.
• Collaborate with the offshore team and manage deliverables across time zones.
• Assist operational teams with finance-related queries.

Strategic Financial Analyst