Financial Analyst

Intelliswift Software • Santa Clara, CA

79d • $65

About The Position

We are seeking a Sr Financial Analyst to provide critical financial, strategic, and operational support for Client's Document Cloud FP&A team supporting B2B customer segments. In this role, you will partner closely with Product, Product Marketing, Go-to-Market, and sales teams to develop and implement long-term strategies for the business. You will drive analytics, generate insights, and provide data-backed recommendations to influence decision making to accelerate business growth across a diverse set of routes-to-market.

Requirements

• MBA or equivalent experience in Finance, Business, Economics, or a related field is a plus, with a Bachelor's degree or equivalent experience being acceptable.
• 4-6 years of relevant finance experience.
• Deep financial modeling experience with a track record of crafting dynamic forecasts, analyzing complex data, and identifying trends.
• Experience in subscription/SaaS business is a plus.
• Management consulting or investment banking experience is a plus.
• A high level of proficiency in Microsoft Excel is required.
• Experience in SQL, PowerBI, Tableau is preferred.
• Self-starter who can handle sophisticated tasks with minimal direction and develop new strategies and ways of approaching business challenges.
• Strong communication & interpersonal skills with the ability to influence/drive decision-making across cross-functional teams.
• Strong organizational skills, attention to detail, and a passion for improvement in processes that evolve with business growth and technological advancements.

Responsibilities

• Collaborate with cross-functional teams to build strategies that drive long-term business growth and translate them into short-term execution plans.
• Own long-range financial planning and modelling to drive decision making on emerging offerings, new growth initiatives, pricing, and financial targets.
• Develop a deep understanding of the customers, markets, products and competitors to evaluate the market opportunity and identify areas to grow and compete.
• Understand our 'Go-To-Market' playbook across routes to market and collaborate across the product and sales ecosystem to align business strategies with financial objectives.
• Lead ongoing analytics efforts to generate actionable insights and data-backed recommendations.
• Serve as a trusted advisor to senior management.
• Drive in-quarter and quarter-end reporting, explaining the 'Why' behind financial performance, to support reviews with business and finance leadership.

What This Job Offers

• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree