Xpera

Financial Planning and Analysis

• Analyze business and financial data to identify trends, performance drivers, and actionable insights
• Develop and maintain dashboards, reports, and visualizations tracking KPIs and business performance
• Partner with business leaders and stakeholders to gather requirements and translate business needs into practical solutions
• Own implementation, optimization, and ongoing support of the sales CRM
• Support sales growth through pipeline analysis, performance tracking, and revenue insights
• Develop financial models and analyses, including gross margin, pricing, standard costing, and buy-versus-lease evaluations
• Lead system and process improvements and coordinate implementation with technical teams
• Lead user acceptance testing to ensure systems meet business requirements and quality standards
• Support strategic planning, budgeting, forecasting, and data consolidation
• Analyze monthly and quarterly financial results against budget, forecast, and prior year; identify root causes and recommend actions
• Prepare weekly, monthly, quarterly, ad hoc financial and management reporting, including executive and Board presentations
• Ensure reporting systems and source data are accurate and reconciled
• Support variance analysis and continuously improve FP&A reporting processes and practices

Financial Analyst