Lead financial planning, budgeting, forecasting, and reporting for integrated B2B offerings.
Develop complex financial models to evaluate deal profitability, pricing strategies, and risk assessment.
Partner closely with Sales, Product Management, and Strategy teams to structure XLOB deals, providing financial guidance and ensuring alignment with company objectives.
Analyze deal performance and profitability, identifying areas for improvement and recommending strategic adjustments.
Prepare executive-level financial summaries, presenting clear, concise, and actionable insights.
Implement and enhance financial operations processes and tools to improve efficiency, accuracy, and scalability.
Drive alignment across multiple internal stakeholders, facilitating streamlined approvals for major deals.
Monitor market trends, competitor activity, and customer insights to inform pricing and deal strategies.
Qualifications:
Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA or CPA preferred.
Minimum 8-10 years of progressive experience in finance, with significant exposure to B2B deals, financial modeling, and operations.
Strong analytical skills with proven ability to structure and interpret complex financial data.
Demonstrated success in cross-functional collaboration and influencing stakeholders.
Exceptional communication and presentation skills, with the ability to clearly articulate financial concepts and recommendations to senior executives.
Proficiency in advanced financial modeling tools, Excel, and financial planning systems.
Experience in technology or related industry strongly preferred.