As a Financial Analysis Senior Associate in Technology Finance, you will collaborate across the organization to provide strategic financial analysis, oversight, and coordination of budgeting and forecasting. You will serve as a trusted advisor, responsible for identifying, escalating, and mitigating business risks. This dynamic and fast-paced role aligns with the ever-evolving nature of the businesses we support.
Job Responsibilities:
- Lead annual and ongoing financial planning for product areas, providing insights into monthly financial performance, forecasting, budgeting, and trend analysis.
- Develop and monitor performance metrics, create presentations, and deliver financial analysis on various topics to senior management.
- Oversee financial control, forecasting, budgeting, and the delivery of management reports on a weekly, monthly, and quarterly basis. Develop new reporting capabilities, including dashboards.
- Conduct variance analysis to identify key drivers of results and present findings to senior management, explaining deviations from forecasts and budgets.
- Manage and deliver key work streams and tasks, ensuring timely execution even with limited information.
- Identify and resolve key business risks, ensuring alignment with strategic goals.
- Communicate with key business partners to understand projects and drive next steps. Demonstrate strong design acumen and expertise in Excel and PowerPoint.
- Provide business rationale and decisions for month-end financial performance and forecasting.
- Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, and trends.
- Create ad hoc reports for senior management, perform variance analysis to understand key drivers of results, manage and deliver key work streams and tasks.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Accounting, Finance, or a related field.
- 4+ years of work experience in Financial Services, and/or accounting/controller background
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
- Proven track record of executing special projects with minimal lead time.
- Inquisitive, enthusiastic, and diligent, with the ability to challenge peers.
- Proficient in Excel and PowerPoint, with intermediate to advanced skills.
- Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.
- Team player with the ability to communicate effectively with key business partners.