Liaise with Finance, Operations, Commercial and other cross functional teams to gather relevant information for strategic planning and performance measurement
Facilitate the internal alignment with continued scalability and efficiency by aligning account level margin assumptions, supporting interlock with Operations and other key stakeholders
Contribute to the monthly forecast processes, annual budgeting, long term planning and strategic planning processes, with a Operations Finance focus
Work closely with Operations and Finance to gain understanding of margin impacts at an account and program level, as well as drive recommendations for remediation
Collaborate with the Finance team on data analytics projects and reporting requirements as needed, including Salesforce and SAP projects
Prepare, review and update client pricing models and proposals as needed
Assist with expense planning, reporting and analysis of initiatives
Collect and disseminate information by leveraging data warehouse and business intelligence tools
Prepare analysis and presentation materials for leadership meetings
Take ownership of enhancements and improvements to Finance, Operations, and Commercial processes.
Qualifications:
3 to 10 years of experience in FP&A, financial reporting and/or business analysis
Bachelor's or Master's degree in Finance, Business Management or Accounting
Google Workspace (Sheets, Slides, Docs) or other productivity tools such as Microsoft Office
Proficient knowledge of SAP or other large ERP/Planning systems is considered an asset
Candidates with experience using Business Intelligence tools such as Sisense, Google Data Studios, Tableau or PowerBI will be given extra consideration
Skills & Abilities:
Team player: Ability to work collaboratively with diverse cross-functional teams in a dynamic organization
Motivated self-starter: Willingness to own the deliverables you manage and evolve them through continuous process improvement
Get-it-done attitude: Ability to drive forward while working on multiple projects with competing deadlines
Analytical problem solving: Analytical, organizational, reporting, decision-making, problem solving, and innovative-thinking skills
Knowledge of forecasting and budgeting principles and practices.
