About the position
Client is building a world-class Financial Planning and Analysis (FP&A) organization. We have begun a comprehensive program to streamline processes, enhance systems, realign the organization and add opportunities for personal skill-building and professional growth. Client is finding new ways to add value and provide strategic support. This is the kind of work we do. We want to build leading FP&A practices within Client, setting the stage to become the place any FP&A professional wants to work. You can become a catalyst for change. This team is responsible for preparing financial and economic analysis for senior management to determine the profitability of our different customer types, initiatives, and offers. You will leverage a thorough understanding of Client financials and operations in order to make the best-informed decisions possible. This position requires independently interacting with multiple Headquarter departments, including Marketing, Sales, Product, and Customer Experience Teams.
Responsibilities
- Develop financial models, tools and corresponding assumptions used to evaluate the profitability and shareholder value of customer acquisition and retention initiatives.
- Analyze the financial profitability of new and existing products and services through the development of business cases and Net Present Value models.
- Consider customer implications of business decisions and potential impacts to Net Promoter Scores (NPS) over time.
- Partner with teams throughout the business to leverage digital finance tools to disseminate insights and to create better informed business cases.
- Prepare financial presentation materials and formal business case documents for use with senior management.
- Present and communicate to all levels of the business.
- Update financial models with current financial reporting trends, periodically review assumptions to ensure accurate modeling results, incorporate new functionality into the models, and troubleshoot the models.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Statistics, Math or four or more years of work experience.
- Six or more years of relevant work experience.
- Financial analysis and modeling experience.
Nice-to-haves
- A Master's in Business Administration, Accounting, Finance, or Economics.
- Experience in the technology and/or telecommunications industry.
- A professional certification (e.g. CPA, CFA, CMA).
- A high degree of analytical capability with the proven ability to structure business case around a high-level strategic vision.
- Strong strategic skills, with the proven ability to identify and assess key points, implications and recommendations.
- An advanced understanding of corporate financial planning, reporting and analysis, and costing/profitability methodologies and processes.
- Demonstrated in depth understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis.
- Knowledge of FASB and SEC requirements, Generally Accepted Accounting Principles, tax reporting and accounting practices and International Financial Reporting.
- Demonstrated experience in continuous improvement initiatives, root cause analysis and project management.
- Proficiency in Python, SQL, Tableau, Essbase, Smart View, Hyperion Planning, or Hyperion Strategic Finance.
- Experience leading large and complex team projects with minimal direct supervision.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401K contributions
- PTO
- Sick leave
- Other benefits mandated by applicable state or localities
