Strategic Financial Analyst

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November 24

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Workwise

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B2B • Marketplace • SaaS

Workwise is a platform designed to support vendors in managing their operations and engaging with their customers. With a focus on providing essential tools and resources, Workwise aims to streamline business processes and enhance customer interactions. The platform emphasizes seamless integration and user-friendly design, making it easier for vendors to operate efficiently.

11 - 50 employees

Founded 2024

🤝 B2B

🏪 Marketplace

☁️ SaaS

📋 Description

• Lead or support projects to automate reporting, accelerate data flows, and implement AI-enabled forecasting and analytical tools. • Document, improve, and standardize finance processes to strengthen efficiency, scalability, and internal controls. • Partner with the offshore finance team to ensure timely and accurate processing of financial data while improving workflows and cross-team alignment. • Deliver accurate and insightful analyses that support monthly management reporting, forecasting, KPI tracking, and strategic reviews. • Translate financial performance into clear business insights and recommendations for leadership. • Develop and maintain financial models for planning, scenario analysis, pricing, margins, and growth forecasting. • Support strategic initiatives with ad-hoc analyses (e.g., business cases, ROI models, cohort analysis, unit economics). • Perform operational ad-hoc financial analysis when required, supporting both day-to-day operations and strategic initiatives. • Contribute to budgeting and forecasting cycles, ensuring alignment with company strategy and financial targets. • Build standardized reporting structures and dashboards that enhance transparency and scalability. • Drive consistency in KPI definitions and data quality across teams. • Assist with operational finance work, including month-end close activities. • Work closely with stakeholders across Finance, Operations, Sales, and Management to support data-driven decision-making. • Prepare and present insights for leadership discussions and board-level reporting. • Collaborate with the offshore team and manage deliverables across time zones. • Assist operational teams with finance-related queries.

🎯 Requirements

• Master’s degree in Data Science, Finance, Economics, Statistics, Computer Science, or a related field. • 2-4 years of experience in financial analytics, data analysis, business intelligence, or Strategic Finance roles (preferably in SaaS, tech, or other data-driven environments). • Strong analytical and quantitative skills; able to turn complex data into actionable insights. • Advanced Excel skills; familiarity with BI tools (e.g., Tableau, Power BI, Looker) • Strong interest and hands-on experience with automation, AI-driven insights, or process optimization. • Understanding of data modeling, data integrity, and database structures. • Ability to build dashboards and visualizations for cross-functional stakeholders. • Analytical & critical thinking • Business partnering & communication • Process improvement & automation mindset • Curiosity and openness to new technology (AI, automation) • Stakeholder management & cross-functional collaboration

🏖️ Benefits

• Flexible hybrid work environment. • Top-notch tools and equipment provided. • Vibrant, entrepreneurial culture with opportunities for growth. • Offsites and multi-yearly team bonding events. • Team lunches and surprise events to keep things fun.