Job Description:
• Conduct detailed analysis, cleaning and organizing large datasets, building ratio and trend analyses, and creating pivot-table benchmarks to assess industry performance and competitive positioning.
• Develop automated reports and analytical tools by designing dashboards, charts, and operational reporting workflows to enhance evaluation and decision-making.
• Conduct comprehensive market and company analyses by evaluating industry trends, competitive positioning, financial performance, and key operating metrics to increase customer retention and product offerings to install base.
• Implement "what-if" scenarios to demonstrate how variations in deliverables influence customer loyalty and guide strategic initiatives and decisions.
• Support strategic planning initiatives by analyzing business performance, evaluating market trends, and developing data-driven insights to guide long-term growth decisions, resource allocation, and organizational priorities.
• Perform data reconciliations by validating, matching, and troubleshooting discrepancies across multiple data sources using Excel functions (e.g., VLOOKUP/XLOOKUP, INDEX-MATCH, conditional formatting, and pivot tables) to ensure accuracy, consistency, and reliability of financial and operational datasets.
• Create efficiencies in reporting while leveraging business and financial systems to develop automated reporting.
• Work with leadership to identify actionable solutions based on financial data analysis and identified trends.
• Present analysis results, data models, and other projects to stakeholders.
• Recommend financial KPIs and targets that will generate meaningful insights for the business.
• Understand operational and financial business challenges and use advanced analytics capabilities to mine/query data, use statistical models, and recommend courses of action highlighting business impact
Requirements:
• Bachelor's degree in finance, accounting, economics, or statistics
• 4+ years of finance/accounting experience at a mid-sized company
• 3+ years of FP&A experience in corporate and/or GTM reporting
• Advanced Excel and financial modelling skills
• Proficiency in Salesforce (Einstein Analytics, Sales and Service Clouds, Reporting), Microsoft Office Suite (Excel, Visio, PowerPoint), HRIS systems, NetSuite
• Excellent communication and presentation skills with ability to effectively influence and communicate cross-functionally with senior management
• Proven ability to anticipate needs and provide viable solutions with minimal direction
• Ability to juggle and prioritize simultaneous assignments
• Ability to work independently, exercise discretion, and multi-task in a highly dynamic environment
Benefits:
• Medical, dental and vision insurance
• Company matched 401K plan
• Flexible PTO + Sick Leave
• 6 weeks paid Parental Leave
• 8 Paid National Holidays
• Company-paid basic Life Insurance
• Voluntary supplemental Life Insurance
• Voluntary long-term/short-term disability insurance
• Voluntary Pet Insurance
• Optional Healthcare/Dependent Care FSA Account
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