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Lead Financial Strategist

2 months ago

Minnetonka, Minnesota, United States Creative Financial Staffing Full time

About Creative Financial Staffing

Creative Financial Staffing is a reputable firm in the technology sector, currently in search of a Lead Financial Strategist.

Why Join Us?

  • Exceptional leadership team
  • Excellent work-life balance
  • Expanding organization with a dynamic environment
  • Attractive compensation and benefits package

Key Responsibilities of the Lead Financial Strategist:

  • Develop comprehensive financial models to support strategic financial decisions, including capital expenditures and acquisitions.
  • Drive enhancements in reporting, forecasting, and budgeting processes through automation and system improvements.
  • Collaborate closely with the Treasury team on 13-week rolling cash flow forecasts.
  • Conduct ad-hoc projects and reporting to boost business profitability.
  • Prepare monthly financial reporting packages, including Profit & Loss statements, Balance Sheets, and Cash Flow Statements, along with variance analyses.
  • Perform variance analysis to compare actual results against budget and forecasts.

Qualifications for the Lead Financial Strategist:

  • 2-10+ years of experience in finance.
  • Background in private equity, investment banking, or robust corporate finance experience within the SaaS sector.
  • Proficient in Excel.