Key skills
AIBudgetingCommunicationProblem Solving
About this role
Role Overview
- Build and maintain forecasting models across revenue, margin, and cash flow
- Analyze business performance and identify key trends, risks, and opportunities
- Support budgeting and long-range planning
- Develop operational and financial dashboards
- Partner with leaders to understand drivers behind:
- revenue
- margin
- churn
- implementation performance
- customer profitability
- Conduct scenario analysis and investment modeling
- Support pricing, resource allocation, and cost optimization initiatives
- Help evaluate AI and automation opportunities from a financial ROI perspective
- Assist with acquisition analysis and integration planning where needed
- Prepare concise executive-level analyses and recommendations
- Translate financial insights into operational actions
- Improve visibility and accountability across teams
Requirements
- 3–7 years experience in:
- FP&A
- Strategic finance
- Consulting
- Accounting/financial background
- Strong financial modeling and analytical skills
- Excellent Excel capability
- Strong business intuition and curiosity
- Comfortable operating in ambiguity and fast-moving environments
- Strong communication skills and ability to influence non-financial stakeholders
- Bias toward action and problem solving