Strategic Business Insights Leader

hace 16 horas


San Francisco, Heredia, Costa Rica Encora A tiempo completo

Overview

The Senior Financial/Business Analyst will play a pivotal role in supporting management reporting and analyzing financial and operational data, business analysis, and insights to drive organizational decision-making and company performance. Additionally, this role will assist in annual and monthly planning processes, metric development, data visualization, and building financial models that enable the team to deliver actionable, value-added analysis across the company.

Key Responsibilities

  • Compile a monthly and quarterly executive review package that includes internal management reporting, comprehensive Key Performance Indicators (KPIs), analysis of key business trends, actual versus budget versus prior year variances, and comprehensive explanations of differences.
  • Support the company's annual budget and monthly forecasts, which shall include enhancing planning tools, process improvements, and data automation.
  • Build Power BI data structures, reports/dashboards, and metrics, integrating data from multiple data sources/systems (Salesforce, ERP/Dynamics, Excel, Vena Reporting, and Databases).
  • Support the preparation of the company's long-range strategic planning models.
  • Provide required information and reports in support of Board and investor presentations.
  • Provide financial modeling, financial analysis, and valuation support for acquisitions, new product development, long-term contracts, and other ad-hoc financial projects.
  • Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad-hoc projects as needed.
  • Perform ad-hoc analyses to support leadership and business initiatives.
  • Establish company-wide relationships to ensure quality deliverables and information flow.

Requirements

To succeed in this role, you will need:

  • A Bachelor's degree in Finance, Accounting, Management Information Systems, or a related field.
  • At least 5 years of relevant experience in financial analysis, business intelligence, or a related field.
  • Advanced financial modeling, Excel, and data management skills.
  • Previous experience with data visualization and/or business intelligence tools is preferred.
  • Prior experience supporting scaling of finance processes and systems in growing SAAS and/or professional services companies with multiple/complex product lines would be a plus.
  • Knowledge of contemporary database, financial ERP, and/or EPM systems is desired.
  • Willingness to roll up your sleeves and execute independently at a hands-on and tactical level.
  • Strong written and verbal communication skills and exceptional organizational, analytical, and numerical skills.


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