Responsibilities
- Lead the creation and ongoing management of detailed financial models and projections to guide executive and operational decision-making.
- Conduct routine comparisons of actual performance against budget, delivering analysis on deviations, patterns, and financial implications.
- Design and manage flexible financial models to evaluate potential outcomes of strategic initiatives and operational changes.
- Utilize advanced spreadsheet capabilities in Excel or Google Sheets, along with AI tools such as ChatGPT, to automate reporting and improve accuracy.
- Serve as a strategic finance partner to department leaders, working closely across teams to understand objectives and provide data-driven recommendations.
- Produce clear and impactful financial summaries that explain performance trends, forecast updates, and key variances for diverse audiences.
- Apply in-depth knowledge of accounting standards to support accurate financial reporting and assist in period-end closing activities.
Requirements
- Minimum of four years of professional experience in financial analysis roles
- Solid understanding of core accounting concepts and principles
- Expertise in Excel and Google Sheets, including building and managing complex financial models
- Demonstrated ability in budgeting, forecasting, variance analysis, and financial reporting
- Proven experience in developing financial scenarios and forward-looking projections
- Ability to use automation technologies, including AI tools like ChatGPT, to enhance efficiency
- Strong business insight and ability to translate financial data for non-financial audiences
- Comprehensive knowledge of financial statements and accounting frameworks
- Exceptional analytical, problem-solving, and communication abilities
Nice to Have
- Background working in technology, robotics, or high-growth startup environments
- Familiarity with ERP systems such as NetSuite
- Experience deploying FP&A platforms like Planful, Pigment, Anaplan, or Adaptive
