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Senior Finance Strategist

2 months ago


Brea, California, United States True Find Staffing (TFS) Full time
Key Responsibilities
  • Conduct monthly revenue analysis and reporting for various products.
  • Examine trends to formulate hypotheses and carry out in-depth research to substantiate findings.
  • Prepare and present Actual vs. Budget discrepancies to evaluate the company's performance against targets and forecasts.
  • Project revenue and expenditures by gathering insights from key stakeholders and analyzing historical data.
  • Develop budgets and financial models for external stakeholders.
  • Collaborate with department heads to scrutinize expenditures to enhance budget efficiency.
  • Create financial models and scenario analyses to estimate revenue growth or potential cost savings.
  • Utilize financial analysis to develop presentation materials for executive meetings and departmental strategy discussions.
Qualifications
  • A Bachelor’s degree or higher in Finance, Accounting, Economics, Mathematics, or a related field.
  • A minimum of 5 years of experience in a dynamic, deadline-oriented financial planning and analysis environment.
  • Expertise in data extraction and analysis from databases using SQL or similar tools.
  • Strong proficiency with business intelligence platforms such as Tableau, Power BI, or equivalent.
  • Advanced skills in Excel or Google Sheets are essential (including pivot tables and formulas); experience with NetSuite is advantageous.
  • Experience in developing and utilizing financial models.
  • Ability to generate reports and maintain the accuracy and integrity of substantial data sets using Excel/Google Sheets.
  • Capable of conveying financial information to diverse audiences, including senior executives.
  • Comfortable working with both detailed and high-level data sets.
  • Experience in integrating financial performance metrics, budget analysis, and driver-based budgeting and cost-saving evaluations.
  • Highly organized with strong interpersonal and communication abilities.
  • Background in a SaaS environment is a plus.