Associate 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
Associate Financial Analyst (Operations & Renewals)
Builds
Financial renewal reporting, monthly reporting, rolling forecasts, annual budgeting/planning, and process documentation for Finance leadership and senior executives.
Domain
Enterprise software industry, M&A, Financial Planning & Analysis (FP&A)
Deliverable
dashboards & analysis
Required skills
Financial analysis, budget management, process improvement, data interpretation, stakeholder management, executive presentation, Excel (pivot tables, advanced formulas), prioritization, attention to detail
Preferred skills
Enterprise software industry experience, management consulting experience, Oracle ERP, Essbase, Smart View, OBIEE, APEX, Salesforce
Technologies
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 identify trends, risks, and opportunities; Present analysis to management and executive team (CEO, CFO, Board); Provide ad hoc financial analysis
Seniority
Mid-level, hands-on IC