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Senior Finance Strategist
2 months ago
- 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.
- 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.