About this role/team:
We’re looking for a talented Senior Financial Analyst to join our growing Revenue Finance & Strategy team. The Revenue Finance & Strategy team acts as the analytical engine of the company, providing insights that power optimal business decision making.
It is critical that this individual is driven, self-motivated, a self-starter, can work independently with minimal supervision, and demonstrates both good judgment and discretion. This role requires strong business acumen, so this individual will need to have an interest in understanding the “why” behind financials and the core underlying business dynamics. From building financial models to analyzing potential synergies with M&A targets to crafting customer-facing incentive deals to drive revenue, this role requires the Senior Financial analyst to be able to comprehensively understand the mechanics of how our business generates revenue both in current and hypothetical future states.
Responsibilities:
- Build revenue synergy models for potential M&A targets; requires technical understanding of our business and ability to critically analyze and understand M&A targets
- Design Deal desk incentives: Work with the GTM organization to craft financial incentives for our customer base to drive incremental revenue that takes into account unique customer circumstances, needs, and performance
- Analyze, discuss, and improve efficacy of deal desk: analyst helps build a quarterly post mortem to assess what financial incentives were successful vs. unsuccessful, how much accretive revenue was driven, and how deal desk strategy should be augmented in the future based on learnings
- Strategic financial modeling: analyst will plug in on timely strategic initiatives of interest to the senior leadership team acting as the analytic engine to support decision making
- Due Diligence support: provide & analyze key performance metrics for potential M&A targets; create and track diligence requests
- Tracking of adjustments to revenue due to customer incentives: analyst is able to accurately project out adjusted revenue based on deals live or expected to go live to present an accurate picture of anticipated financial performance
- Analyze competitor public earning reports and comparison to internal performance for presentation to and discussion with both internal and external executive stakeholders
Requirements:
- Bachelor's degree (preferably in Finance or related field)
- 5+ years of experience in Financial Planning and Analysis, previous experience in corporate development, investment banking, strategy, or consulting a plus
- Highly proficient in Excel / Sheets with strong modeling skills and attention to detail
- Understanding of accounting/financial statements and experience in valuation a plus
- Exceptional problem-solving and analytical abilities
- Strong business judgment and desire to learn about underlying business
- Understand complex data with the ability to present in a way that is easy to understand, including data visualization
- Excellent written and verbal communication skills as well as attention to detail
- Demonstrated high level of maturity and discretion
- Experience with Tableau, Salesforce, Looker, or other comparable data visualization tools
- Ability to effectively handle multiple projects across multiple stakeholders, plus balance short term / ad-hoc projects and long term projects
