close image
Back
Back
Back
Back
Refer a Friend

Customer Job

Financial Analyst

Job ID: 25-11336
Job Title: Financial Analyst
Location: San Jose, CA (Hybrid - 3 days/week onsite)
Duration: 12 months
Contract Type: W2 only
Pay Rate: $65.23/Hour
 
Role Mandate
  • We are seeking a Sr Financial Analyst to provide critical financial, strategic, and operational support for Client’s Document Cloud FP&A team supporting B2B customer segments.
  • In this role, you will partner closely with Product, Product Marketing, Go-to-Market, and sales teams to develop and implement long-term strategies for the business.
  • You will drive analytics, generate insights, and provide data-backed recommendations to influence decision making to accelerate business growth across a diverse set of routes-to-market.
 
Responsibilities
  • Collaborate with cross-functional teams to build strategies that drive long-term business growth and translate them into short-term execution plans. Own long-range financial planning and modelling to drive decision making on emerging offerings, new growth initiatives, pricing, and financial targets.
  • Develop a deep understanding of the customers, markets, products and competitors to evaluate the market opportunity and identify areas to grow and compete.
  • Understand our "Go-To-Market" playbook across routes to market and collaborate across the product and sales ecosystem to align business strategies with financial objectives.
  • Lead ongoing analytics efforts to generate actionable insights and data-backed recommendations. Serve as a trusted advisor to senior management.
  • Drive in-quarter and quarter-end reporting, explaining the "Why" behind financial performance, to support reviews with business and finance leadership
 
Required Skills
  • MBA or equivalent experience in Finance, Business, Economics, or a related field is a plus, with a Bachelor's degree or equivalent experience being acceptable.
  • 4- 6 years of relevant finance experience. Deep financial modeling experience with a track record of crafting dynamic forecasts, analyzing complex data, and identifying trends. Experience in subscription/SaaS business is a plus. Management consulting or investment banking is a plus.
  • A high level of proficiency in Microsoft Excel is required, and experience in SQL, PowerBI, Tableau is preferred. Focus on building scalable analytics & reporting.
  • Self-starter who can handle sophisticated tasks with minimal direction and develop new strategies and ways of approaching business challenges.
  • Positive attitude, collaborative, and comfort in a heavily matrixed environment that changes as the business evolves
  • Strong communication & interpersonal skills with the ability to influence/drive decision-making across cross-functional teams.
  • Strong organizational skills, attention to detail, and a passion for improvement in processes that evolve with business growth and technological advancements.
Print Job
Share Job

Share to

CV or resume

Choose file
or drag and drop file here
For best results, upload *.doc/.docx/.pdf format files only (File size must be less than 2MB)

Personal information

Tell us something about yourself

How may I help you?

Welcome to Intelliswift Bot

Agent Image

IntelliBot

Support Agent

Hi, Welcome to Intelliswift!
I am here to help you find your way! What are you looking for?

What are you looking for?