FP&A Finance Analyst, Revenue

Synopsis of the Role

We are looking for a highly motivated and analytical Financial Analyst, Revenue to join our FP&A team. The role is crucial for supporting effective decision-making by partnering with business units to deliver accurate annual budgets, monthly forecasts, and insightful performance reporting. The ideal candidate is a detail-oriented team player, proficient in Excel, BI tools, Tableau and Salesforce. This is a hybrid position (3 days/week in office), reporting to the Senior Manager, Financial Performance & Analysis. 

What You’ll do

• Assist in preparing & consolidating the annual budget, monthly forecast and reporting including a 3-5 year plan identifying opportunities to enhance financial outlooks, and other financial analysis tasks and projects

• Analyze and report on several revenue streams, including daily volumes tracking, monthly forecasting and reporting on revenue by product and revenue by client utilizing Salesforce 

• Support the monthly reporting and forecasting process by analyzing financial results, prepare comments and ensure timely and accurate production of monthly reporting packages

• Work collaboratively with other FP&A and Accounting team members to ensure financial results are in conformity with US Generally Accepted Accounting Principles (GAAP) and policies of the company 

• Regular and ad hoc financial analysis of revenue pools, deep dive analysis, business cases and preparation of various reports to management

• Continuously improve the financial processes to gain efficiencies and identify areas of productivity through automation and utilization of BI tools

• Build and maintain strong relationships with internal business and Corporate stakeholders

What Experience You Need

• Education: Bachelor's degree in finance, accounting, or a related field

• Experience: 3+ years of experience in FP&A, preferably in revenue

• Skills: Strong understanding of financial principles, accounting practices, and data analysis techniques

• Proficiency in financial reporting, financial management, forecasting, budgeting and reporting; advanced Excel skills with experience in modeling software (e.g., Oracle Hyperion / Essbase) and Tableau

• Attributes: Strong attention to detail, highly organized and ability to manage multiple deadlines. A proactive problem-solver with excellent communication skills. Curious and looking to learn, improve and adapt. 

What could set you apart

• Professional Designation (CA, CGA, CMA or MBA).

• Experience in Salesforce/ Tableau/ BI and AI tools 

• Forecasting using statistical or economic models

This is an existing position.

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