
Chief Financial Planning Strategist
Há 4 dias
This position plays a pivotal role in managing financial planning and analysis activities, providing insightful reports to senior management and supporting strategic decision-making.
- Review monthly financial statements and engage with investors on ad hoc analysis.
- Conduct comprehensive financial modeling and scenario analysis to evaluate strategic initiatives, investment opportunities, and business performance metrics.
- Develop and enhance financial measurement reporting tools, preparing internal and external reports that drive business growth.
- Prepare tailored analysis to support strategic decision-making and measure/analyze key performance indicators (KPIs).
- Lead the development of financial forecasts, budgets, and long-range plans in collaboration with functional teams.
- Perform variance analysis to assess financial performance against budget, forecast, and prior periods.
- Deliver impactful financial presentations and reports for senior management and the board of directors.
- Support investor relations activities and drive process improvements and efficiencies in financial planning and analysis processes.
- Bachelor's degree in business administration, engineering, economics, accounting, or similar field.
- 5+ years of experience in financial planning and analysis, investment banking, or related roles.
- Knowledge of main financial statements: balance sheets, P&L, and cash flow.
- Expertise in financial modeling and advanced Excel skills.
- Fluency in English and excellent communication and presentation skills.
- Proven ability to collaborate effectively with cross-functional teams and senior leadership.
- Experience in SaaS industry.
- VBA skills preferred.
- SQL/Python knowledge.
- Experience with investor relations.
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