Financial Planning Analyst

April 24

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Applied Behavioral Analysis • AI • Healthcare • Technology

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💰 Series A on 2022-08

Description

• Develop and maintain complex financial and operational analyses • Support internal and external management reporting • Financial statements and reporting operating results • P&L variance analysis • Planning, forecasting, and historical trending • Operations charts, graphs, and analytical reports • Exercise judgment in decision-making for financial planning activities • Provide recommendations to support cost-saving goals and strategies • Support long-term budgeting and forecasting processes • Define and manage real-time tracking of KPIs, CAC, and ARR calculation • Communicate financial results with variance analysis • Maintain cash flow planning and forecasting • Develop and implement methods to improve forecasting and financial evaluations • Partner with key stakeholders to drive effective solutions

Requirements

• Minimum 3 years experience in financial analysis or management consulting • Bachelor's degree in accounting, economics, finance, or related field • Deep understanding of financial modeling, valuation, and growth metrics • Knowledge of GAAP financial reporting • Strong communicator with quantitative analysis skills • Advanced Excel, PowerPoint, and financial modeling skills • Effective verbal, written, and interpersonal communication skills

Benefits

• Long-term budgeting and forecasting processes support • Real-time tracking of KPIs, CAC and ARR calculation • Communicate financial results with variance analysis • Maintain cash flow planning and forecasting • Develop and implement methods to improve forecasting and financial evaluations • Partner with key stakeholders to drive effective solutions • Compliance with departmental/financial operations policies • Lead preparation of board presentations • Perform ad-hoc analytical projects • Assist in driving business strategy through analysis • Collaborate with accounting during monthly close cycles • Manage cash flow and forecasting • Conduct goodwill analysis and impairment analysis • Deep understanding of financial modeling, valuation, and growth metrics