Cleo - Carson City, NV
posted 5 months ago
As an FP&A Analyst at Cleo, you will play a crucial role in supporting the financial planning and analysis functions of the company. Your primary responsibilities will include preparing weekly reports that focus on key financial metrics such as bookings and pipelines, which are essential for tracking the company's performance. You will also assist in the annual budgeting process and monthly forecasting for both revenue and expenses, utilizing Workday Adaptive Planning to ensure accuracy and efficiency in financial planning. In addition to these core tasks, you will serve as a finance business partner to department leaders, providing support in budgeting, forecasting, and various revenue, cost, and expense initiatives. This role requires you to perform ongoing and ad hoc reporting, analyses, and modeling to deliver timely decision support that aligns with the company's strategic goals. You will also contribute to monthly financial reporting and prepare materials for quarterly board presentations, ensuring that stakeholders are informed about the company's financial health and performance. Your work will be integral to helping Cleo maintain its position as a leader in ecosystem integration software, as you provide insights that drive business outcomes and support the company's growth trajectory. You will be part of a dynamic team that values collaboration, integrity, and a growth-oriented mindset, making a significant impact on the organization’s financial strategies and operations.