Financial Strategist
4 weeks ago
Financial Strategy Lead
ROLE FUNCTION AND PURPOSE
The primary focus of Financial Strategy Lead is to support the Chief Data Analytics officer in various areas like Financial Modeling, M&A, Financial Planning & Analysis, Profitability, Leadership Presentations and implement new process throughout the FP&A functionalities. The need to comprehend business concepts and ensures these concepts are delivered as meaningful analytics.
KEY DUTIES AND RESPONSIBILITIES
The primary purpose of this position is to support the Chief Data Analytics Office and the Senior Management in terms of financial business analysis and sales performance analysis with a view to deliver enhanced business performance.
- Collaborating with the FP&A team in the preparation of Annual Revenue Budget – Management presentations, Global, Regional and Sales Revenue budgets at the detailed level also setting up sales individual’s targets and portfolio allocations.
- Collaborating in the preparation of regular Revenue Forecasts – Quarterly, monthly and Flash Forecasts Support distribution of accurate and timely Financial and Business reports that enhance the decision-making abilities for the Senior Management and Executives.
- Perform in depth revenue analysis and commentary on both highlights and lowlights with the mindset to improve the financial performance.
- Building Financial Models and 4 Years Strategic plan with Revenue and cost assumptions.
- Identify and review key resources and tools for prospecting.
- Support integration and migration initiatives post acquisitions.
- Support modeling to assess ROI & also conduct due diligence for acquisitions and mergers.
- Support integration projects post acquisitions.
- Identify and recommend improvements to current processes, with a focus on increased efficiencies and enhanced value-added analytics.
- Introduce new analysis, reporting formats, etc. which provide insights to different areas of the business.
- Create Data dictionary for all FP&A and variable compensation functions.
- Drive a variety of special projects to improve internal business processes.
- Market research for geographical expansion for our commercial business.
- Prepare key Analysis that impacts our financial performance both positively and negatively.
- Deep dive exercise onto sales variable compensation process and provide meaningful insights.
EXPERIENCE AND KEY SKILLS
- 10 years’ experience in Financial Planning and Analysis
- Budgeting and Forecasting
- Financial Modeling
- Office - Strong in PowerPoint & Excel
- Strong Analytics Skills
- Project Management
- Basic knowledge in Power BI
Other requirements (nice to have):
- Collaboration with key stakeholders
- Knowledge of CRM (Salesforce)
ABILITIES AND ATTRIBUTES
- Proven ability to conduct and/or support multiple projects with minimal oversight
- Effective communication and listening skills to elicit detailed requirements
- Proven analytical skills in defining business needs for reporting requirements
- Demonstrable excellent written and verbal communication skills with business and technical stakeholders as well as internal and external users
- Strong attention to detail and accuracy
- Ability to work independently and to prioritize work with a focus on deadlines and deliverables
- Proven record as a strong team player in a fast-paced, deadline driven, diverse environment
- Exceptional interpersonal skills
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