Financial Analyst

2 weeks ago

San Jose, California, United States Intelliswift - An LTTS Company Full time $100,000 - $140,000 per year

Job Title
: Financial Analyst

Location:
San Jose, CA (Hybrid - 3 days/week onsite)

Duration:
12 months

Contract Type:
W2 only

Pay Rate:
$65.23/Hour

Role Mandate

  • We are seeking a Sr Financial Analyst to provide critical financial, strategic, and operational support for Client's Document Cloud FP&A team supporting B2B customer segments.
  • In this role, you will partner closely with Product, Product Marketing, Go-to-Market, and sales teams to develop and implement long-term strategies for the business.
  • You will drive analytics, generate insights, and provide data-backed recommendations to influence decision making to accelerate business growth across a diverse set of routes-to-market.

Responsibilities

  • Collaborate with cross-functional teams to build strategies that drive long-term business growth and translate them into short-term execution plans. Own long-range financial planning and modelling to drive decision making on emerging offerings, new growth initiatives, pricing, and financial targets.
  • Develop a deep understanding of the customers, markets, products and competitors to evaluate the market opportunity and identify areas to grow and compete.
  • Understand our "Go-To-Market" playbook across routes to market and collaborate across the product and sales ecosystem to align business strategies with financial objectives.
  • Lead ongoing analytics efforts to generate actionable insights and data-backed recommendations. Serve as a trusted advisor to senior management.
  • Drive in-quarter and quarter-end reporting, explaining the "Why" behind financial performance, to support reviews with business and finance leadership

Required Skills

  • MBA or equivalent experience in Finance, Business, Economics, or a related field is a plus, with a Bachelor's degree or equivalent experience being acceptable.
  • 4- 6 years of relevant finance experience. Deep financial modeling experience with a track record of crafting dynamic forecasts, analyzing complex data, and identifying trends. Experience in subscription/SaaS business is a plus. Management consulting or investment banking is a plus.
  • A high level of proficiency in Microsoft Excel is required, and experience in SQL, PowerBI, Tableau is preferred. Focus on building scalable analytics & reporting.
  • Self-starter who can handle sophisticated tasks with minimal direction and develop new strategies and ways of approaching business challenges.
  • Positive attitude, collaborative, and comfort in a heavily matrixed environment that changes as the business evolves
  • Strong communication & interpersonal skills with the ability to influence/drive decision-making across cross-functional teams.
  • Strong organizational skills, attention to detail, and a passion for improvement in processes that evolve with business growth and technological advancements.

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