Financial Planning and Analysis Expert
hace 2 semanas
We are a pioneering telehealth platform for orthodontia, dedicated to helping people transform their smiles. Our mission is to bridge the gap in access to orthodontic care.
About the RoleThis role plays a critical part in our financial planning and analysis function. As a Sr. Fp&A Analyst, you will be responsible for analyzing current and past trends in key performance indicators, including revenue, cost of sales, expenses, and capital expenditures.
Responsibilities- Analyze current and past trends in key performance indicators, including all areas of revenue, cost of sales, expenses, and capital expenditures.
- Support in the execution of the annual budget process, long-range plan, and monthly close with accounting.
- Assist in maintaining monthly financial forecasting model including risks/opportunities in partnership with functional owners.
- Assist the process for projecting revenue and expenses by team.
- Build and maintain budgets with respect to new business opportunities.
- Continue to develop and evolve tools and financial processes.
- Project manage cross-functional projects with a financial lens.
- Partner with supply chain and corporate on an as needed basis for supply/demand planning and return on invested capital analyses.
- 2+ years of experience in FP&A and/or investment banking.
- Bachelor's degree in Business, Economics, Finance, or Statistics.
- Knowledge of financial reporting and accounting.
- Must possess excellent analytical, financial modeling, organizational, and presentation skills with the ability to analyze raw data, draw conclusions, and develop actionable recommendations.
- Mastery of Excel and PowerPoint.
- Experience with NetSuite and Looker preferred.
- Ability to work cross functionally and project manage multiple competing projects.
- Flexibility; someone who is adaptive to frequent changes in priorities, organization and strategy, flexible to deadlines with short lead times.
- Comfortable communicating to senior management and business partners in a clear and effective manner.
- Self-starter with high growth potential.
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