Financial Analyst
Core
Own key operational workstreams enabling renewal execution, partnering with Renewals leadership, Sales, and integration teams on M&A-related renewals, account assignment, and process documentation.
Role type
Senior Financial Analyst (M&A & Renewals Operations)
Builds
Financial renewal reporting, monthly reporting, rolling forecasts, and annual budgeting/planning cycles.
Domain
Enterprise software industry, M&A, Renewals
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial and accounting experience, budget management, advanced Excel (pivot tables, formulas), data interpretation, process improvement, stakeholder management, executive presentation
Preferred skills
Enterprise software industry experience, management consulting experience, Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce
Technologies
Excel, Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce
Responsibilities
Streamline financial renewal reporting and implement process improvements; Support finance cadence for monthly reporting, rolling forecasts, and annual budgeting; Analyze results to understand performance against plan/forecast and identify trends; Present analysis to management and executive team (CEO, CFO, Board); Provide ad hoc financial analysis
Seniority
Mid-Senior, hands-on IC