Associate #HK92

Accordion•San Francisco, CA

6d•Hybrid

About The Position

Responsible for developing predictive models to determine data availability and reliability. Design a structured modeling process to aggregate relevant data sets that will serve as the foundation of all future finance-based reporting. Write queries against a variety of databases, create data pipelines, and develop data-rich business intelligence dashboards. Identify and maintain our business intelligence tools, databases, and dashboards, as well as manage the flow of business intelligence information to clients Perform detailed data analysis and extract actionable insights from client datasets and unstructured information sources. Develop reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate a monthly Board and management reporting packages. Construct impactful reporting packages to enhance key stakeholders’ understanding of business trends and performance drivers. Work with the CFO, Sponsor, and Operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages. Develop data-driven analysis and prepare forecasts and recommendations for budget plans, cash flow and other anecdotes, root causes, and key corrective themes in client’s existing budgeting and forecasting processes. Support client engagements by managing workstreams according to agreed timelines, producing high-quality outputs and presenting deliverables to clients. Develop financial and analytical models at various levels of granularity to deliver operational and transactional insights. Conduct in-depth financial and business analysis to support strategic investment and growth decisions.

Requirements

Bachelor’s degree (US or foreign equivalent) in Data Science, Statistics, Economics, or a related field and five (5) years of experience in the position offered, Corporate Development Associate, Investment Banking Analyst, or in a related role.
Three (3) years of the required experience must have included experience with: planning and executing post-acquisition integration, including cross-functional coordination and finance process alignment; designing and implementing frameworks for month-end closing and consolidated financial statements; leading budgeting and resource allocation processes, followed by variance analysis; analyzing and visualizing heavy data using Excel and Power Query for actionable insights; developing and presenting management reporting packages summarizing key financials and KPIs for executive team members; conducting financial forecasting, market research and pricing optimization to support strategic planning; supporting strategic initiatives for C-suite stakeholders, including cost optimization through vendor contract negotiations and workstream automation; producing strategic financial plans and building financial models and scenario analyses to align multi-year growth strategies with business and financial objectives; building out and maintaining 13-week cash flow forecasts for clients; consolidating existing financial reporting from disparate systems, including adjusting for deviations in accounting policies and procedures, to produce a single functioning financial reporting system; and building analytical tools and creating template reporting.

Responsibilities

Developing predictive models to determine data availability and reliability.
Designing a structured modeling process to aggregate relevant data sets that will serve as the foundation of all future finance-based reporting.
Writing queries against a variety of databases, create data pipelines, and develop data-rich business intelligence dashboards.
Identifying and maintaining our business intelligence tools, databases, and dashboards, as well as manage the flow of business intelligence information to clients
Performing detailed data analysis and extract actionable insights from client datasets and unstructured information sources.
Developing reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate a monthly Board and management reporting packages.
Constructing impactful reporting packages to enhance key stakeholders’ understanding of business trends and performance drivers.
Working with the CFO, Sponsor, and Operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages.
Developing data-driven analysis and prepare forecasts and recommendations for budget plans, cash flow and other anecdotes, root causes, and key corrective themes in client’s existing budgeting and forecasting processes.
Supporting client engagements by managing workstreams according to agreed timelines, producing high-quality outputs and presenting deliverables to clients.
Developing financial and analytical models at various levels of granularity to deliver operational and transactional insights.
Conducting in-depth financial and business analysis to support strategic investment and growth decisions.