Strategic Finance Associate

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Loopio

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2014

☁️ SaaS

🤝 B2B

⚡ Productivity

💰 Private Equity Round on 2021-03

SaaS • B2B • Productivity

Loopio is a leading provider of RFP (Request for Proposal) software, designed to streamline and enhance the proposal management process for businesses. The platform leverages powerful AI capabilities to automate response workflows, manage content, ensure data security, and integrate seamlessly with existing CRM systems like Salesforce. Loopio supports teams in creating accurate, timely proposals, security questionnaires (SQ), and due diligence questionnaires (DDQ), facilitating collaboration and improving efficiency across industries such as software, healthcare, and financial services. Trusted by over 1,500 companies, Loopio is recognized for its innovative approach to content management and superior customer support, rated highly by users on platforms like G2. By offering tools for content automation and a secure library, Loopio helps teams respond faster and with greater accuracy, ultimately winning more business.

📋 Description

• Conduct in-depth financial analysis, including but not limited to financial modeling, forecasting, and variance analysis. Provide insights into financial performance and identify trends, risks, and opportunities. • Assist in the development and execution of the company’s strategic plan. Collaborate with cross-functional teams to align financial objectives with overall business goals. • Support in the budgeting and quarterly forecasting processes, including gathering input from various departments, creating and updating financial models, and tracking performance against budget. • Collect, analyze, and interpret financial and operational data to drive informed decision-making. Present findings and recommendations to Leadership, alongside the broader Strategic Finance team. • Prepare and present regular financial reports and presentations to management, shareholders, and other stakeholders. Develop and design new internal and external reporting packages and dashboards. • Identify cost-saving opportunities and work with relevant teams to implement efficiency measures without compromising key objectives. • Identify opportunities to enhance financial processes and provide recommendations for improvements. • Assist in ad hoc financial analysis and special projects as required.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field (CPA or Master's degree preferred). • 3+ years of experience in a combination of Audit at a Big 4 firm, FP&A, or Accounting. • Experience in financial modeling and analysis, forecasting, and budgeting strongly preferred. • Excellent written and verbal communication skills, including the ability to confidently interact with an executive level audience. • Strong analytical and problem-solving skills, including the ability to develop conclusions and explain key takeaways and recommendations. • Detail-oriented and proactive, able to work both independently and in a team. • Excellent teamwork and interpersonal skills. • Great time management and prioritization skills, including the ability to balance multiple projects. • Experience with Google Suite (Sheets, Slides) and Finance systems (Netsuite, Cube, etc.) considered an asset.

🏖️ Benefits

• Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage **__Lattice__**** **for our 1:1s and performance conversations • You will have the opportunity to elevate 🪄 your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact. • We offer a wide range of **__health and wellness benefits__**** **to support your physical and mental well-being, starting day 1️⃣ with Loopio. • We’ll set you up to work remotely with a MacBook laptop 🍏, a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up. • You’ll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment. • Participate in 🎤 townhalls, AMA (Ask-Me-Anything), and quarterly celebrations to celebrate the big wins and milestones as #oneteam! • Our four active** ****__Employee Resource Groups__**** **offer opportunities for employees to learn and connect year-round. • You’ll be a part of an award-winning workplace 🏆with an opportunity to make a big impact on the business.