Strategic Financial Planning Specialist

6 days ago


Kottayam, Kerala, India Insight Global Full time

We are seeking a highly skilled Strategic Financial Planning Specialist to join our team at Insight Global.

About the Role

In this exciting role, you will be responsible for supporting the business in creating new software offerings and financial modeling. You will work closely with the team to develop long-term plans and investment reviews, ensuring that our strategic initiatives are aligned with our goals.

Your primary focus will be on analyzing financial data, identifying trends, and making recommendations to improve our financial performance. You will also be responsible for creating detailed financial models, including ROI (return on investment) analysis, to support decision-making.

Responsibilities
  • Support the development of new software offerings by analyzing market trends and competitor activity.
  • Create comprehensive financial models, including budgeting and forecasting, to inform business decisions.
  • Analyze financial data to identify areas for improvement and make recommendations to senior management.
  • Develop and maintain relationships with key stakeholders, including sales teams and product managers, to ensure alignment and effective communication.
Requirements
  • Bachelor's degree in Finance or a related field.
  • Minimum 3 years of experience in financial planning and analysis, preferably in the tech industry.
  • Proven track record of developing and implementing successful financial models and strategies.
  • Excellent analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
What We Offer
  • A competitive salary of $85,000 - $110,000 per year, depending on experience.
  • A dynamic and collaborative work environment, with opportunities for professional growth and development.
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as 401(k) matching.


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