Financial Planning and Analysis Expert

Summary

Join our customer’s team as a Financial Planning and Analysis Expert, where your acumen in financial modeling and investment banking will shape innovative business decisions. You will analyze marketing data, develop strategic insights, and enhance AI-driven solutions by leveraging your expertise to create high-impact rubrics and frameworks.

Day-to-day

• Analyze complex financial and marketing datasets to deliver actionable business intelligence.
• Develop, refine, and implement advanced financial models, forecasts, and scenario analyses.
• Create comprehensive rubrics using your field knowledge to enhance and refine AI models.
• Prepare, review, and optimize financial reporting under US GAAP/IFRS standards.
• Collaborate with cross-functional teams to support strategic planning and decision-making.
• Ensure compliance with financial regulations and internal controls.
• Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies.
• Required Skills and

You bring

• Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field.
• Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance.
• Investment banking experience is highly preferred Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences.
• Strong analytical mindset and attention to detail.
• Preferred

You bring

• CPA, CFA, or a similar advanced financial certification. 7+ years of overall professional experience.
• In-depth experience with SaaS metrics and performance analytics.
• Step into a unique opportunity where you’ll merge financial analysis with cutting-edge AI, helping our customer’s team drive impactful business outcomes in a dynamic, remote-first environment.