Financial planning and analysis professional
we are seeking a skilled financial planning and analysis (fp&a) professional to join our team.
the successful candidate will play a crucial role in transforming the financial journey of our clients by partnering with them throughout their onboarding process. This includes diving deep into their existing financial models and processes, identifying areas for improvement, and implementing cutting-edge financial planning platforms.
this is an exciting opportunity to integrate erp systems, data warehouses, and sophisticated financial models while collaborating closely with management teams to understand and future-proof their business needs.
you will have the chance to elevate and optimize clients' financial systems, empowering them to master new tools with confidence. Your mission is to establish this platform as their go-to solution for financial planning and analysis.
as a cross-functional partner, you will share valuable insights that drive innovation across product, engineering, and marketing.
key responsibilities:
* seamlessly integrate new clients' data and systems into the platform.
* craft best-in-class financial models to optimize and enhance clients' existing processes.
* onboard, train, and support clients, transforming them into experts.
* provide impactful ad-hoc financial analysis to empower informed decision-making.
* collaborate with engineering and product teams to brainstorm and develop innovative new features.
requirements:
* at least 2 years of experience in fp&a, broader finance or consulting.
* experience building financial models for the three financial statements from scratch.
* experience working in client-facing roles.
* ability to communicate complexity in a simple way to multiple stakeholders.
* the ability to dig deep into the data and think from first principles while delivering the best results.
* proficiency in excel: experience in conducting analysis and problem-solving.
* a self-starter mindset with the ability to quickly respond to problems independently and consider all stakeholder needs.
bonus requirements:
* experience in a project-based role.
* consulting experience.