Lead FP&A Analyst

Convera•New York City, NY

About The Position

Reporting to and supporting the Director, Sales FP&A, the role will support the business analytics, decision support, reporting and planning activities for Convera’s Sales team. This role provides comprehensive FP&A support to commercial sales teams, including financial analysis, supporting sales forecasting, and performance reporting, to drive revenue growth and optimize commercial strategies. The Lead FP&A Analyst will take the lead in developing analytical FP&A tools using PowerBI and Tableau to automate data flows and create dashboards of important KPIs. They will update, maintain, and evolve financial and commercial operating dashboards to ensure accurate and timely representation of key performance metrics, leveraging tools such as Excel, Power BI, and SAP Analytics Cloud to provide actionable insights for stakeholders. The role involves analyzing flash, actual, budget, and forecast information submitted by sales operations, handling consolidation reporting and analysis, and leading the creation of insightful analysis, reports, and presentations on relevant operating and financial metrics in an easy-to-understand format for senior executives to influence decision-making. The position also provides financial leadership and strategic support to business development initiatives, including financial modeling, due diligence, and evaluation of potential growth opportunities. Additionally, the role assesses and evaluates financial performance against strategic goals, identifies opportunities, mitigates risks, and collaborates with senior management to set KPIs. Collaboration with the accounting team in the monthly close process, including performing analysis and ensuring accurate financial information, is also a key responsibility. Building and maintaining strong relationships with commercial teams, finance, management, accounting, and global tax is essential. The role is an integral part of the Finance team, contributing to the structuring and improvement of Finance processes.

Requirements

Exceptional written and verbal communication skills with great attention to detail.
7+ years of finance experience
Bachelor’s degree in accounting, finance or other relevant field that demonstrates quantitative orientation
Strong understanding of accounting guidelines (IFRS)
High proficiency with MS Excel & PowerPoint with excellent modelling skill
Strong experience using financial systems eg Excel (pivot tables, vlookups, etc), Powerpoint
Possess a “can-do” attitude for all situations, no task too big or too small to handle.
Collaborative, team player and ability to flex style and approach
Critical thinking & demonstrated experience in problem solving, making decisions influenced by data and business insights utilizing financial modeling
Great judgement and decisiveness when dealing with deadline-driven, finance-related issues and concerns
Think outside the box & challenge status quo when required by highlighting new trends, improving existing processes or are open to sourcing those ideas from others
Excellent organization skills, thrive in a fast-paced environment, possess a high level of intellectual curiosity and ability to handle multiple tasks in a fast-paced and time sensitive environment
A strong comfort level with analyzing large datasets and drawing meaningful conclusions/results that add value to the business
Effective communicator - adept at writing, facilitating and presenting analyses

Nice To Haves

Prior experience in Fx Currency/Sales Finance/Fin Tech is a plus, but not a prerequisite.
MBA preferred, not required
Experience in ERP system (i.e. Oracle) is a plus, but not a prerequisite

Responsibilities

Provide comprehensive FP&A support to commercial sales teams, including financial analysis, supporting sales forecasting, and performance reporting, to drive revenue growth and optimize commercial strategies
Take the lead in developing analytical FP&A tools using PowerBI, Tableau, to automate data flows, create dashboards of important KPIs
Update, maintain, and evolve financial and commercial operating dashboards to ensure accurate and timely representation of key performance metrics, leveraging tools such as Excel, Power BI, and SAP Analytics Cloud to provide actionable insights for stakeholders
Analyze flash, actual, budget and forecast information submitted by sales operations and handle consolidation reporting and analysis
Lead creation of insightful analysis, reports and presentations on relevant operating and financial metrics in an easy-to-understand format to senior executives to influence decision-making
Provide financial leadership and strategic support to business development initiatives, including financial modeling, due diligence, and evaluation of potential growth opportunities to drive informed decision-making and business expansion
Assess and evaluate financial performance of organization with regard to operational strategic goals, identification of opportunities and mitigate risks and collaborate with senior management to set KPIs
Collaborate with accounting team in monthly close process, including performing analysis, ensuring financial information is recorded accurately to reflect the business performance, provide insightful information to management and aligned with business & finance policies
Collaborate, build and maintain strong relationships with commercial team, related Finance and management teams, accounting group, global tax office and various internal/external groups
Be an integral part of the Finance team and help structure/improve Finance processes