Lead Financial Data Analyst

hace 7 días


San Francisco, Heredia, Costa Rica Experian A tiempo completo
Job Responsibilities
  • Regularly monitor and report key performance metrics versus targets for existing lead generation offerings (e.g., cards, loans, auto insurance).
  • Develop financial models to forecast future performance based on historical trends and business plans (e.g., marketing/product launch plans).
  • Analyze competitors and identify issues/opportunities impacting revenue; drive issue resolution and opportunity pursuit.
  • Establish additional key performance metrics to provide insights and collaborate with the analytics team to develop required reporting.
  • Generate revenue and cost reports, forecasts, budgets by segment (e.g., client, vertical), along with scenario analysis to determine potential revenue outcomes.
  • Execute periodic close responsibilities, including revenue and cost accounting, crucial for capturing business results.
  • Maintain a strong control environment while enabling the business to be agile and efficient in decision-making and execution.
  • Oversee client billing and deliver monthly reconciliations/variance analysis.
  • Partner with various functional teams to understand investment needs and manage costs to targets.
  • Provide finance support for new lead generation offerings in new vertical markets, as needed.
  • Deliver ad hoc requests from different functions within the business or regional/global leadership.
  • Supply information/inputs for monthly financial packages to management.
  • Act as a backup for routine team deliverables.


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