Principal Financial Analyst
Core
Partner with business customers to drive strategic direction, manage P&L performance, and provide financial insights to Technology, Product, and Design Leadership to influence strategy and drive business outcomes.
Role type
Principal Financial Analyst (Strategy & Planning)
Builds
Annual Budget, Monthly Financial Forecast, Long-Term Financial Plan, financial models, and executive reporting/presentations
Domain
Financial Services / Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
financial forecasting, financial modeling, P&L management, trend analysis, variance analysis, strategic analysis & planning, business intelligence tools, data retrieval, presentation skills
Preferred skills
MBA or Master's in Finance, CFA license, CPA license, 5+ years in financial analysis, 3+ years in strategic analysis & planning
Responsibilities
Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan; Develop financial models and analyses to support growth of the business and strategic initiatives; Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures; Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance; Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes; Prepare monthly, quarterly and annual Reporting and Analysis; Identify industry trends and insights pertaining to competitor's strategies and/or relative financial performance; Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations; Work closely with the business leads to help identify areas and processes for driving efficiencies; Implement and work with Business Intelligence Tools and Dashboard reports
Seniority
Principal, strategy & mentorship