Sr. Financial Data Analyst

Title: Sr. Financial Data Analyst
Synonymous job title: Sr. Financial Analyst

Location: Virtual anywhere in the US. Strong preference for you to be located in Dallas, Texas or Scottsdale, AZ.

Overview:

This position will support the Portfolio-wide Product Development (PD) leadership and all interdependent initiatives between various business groups.

• Analyzes financial information to identify financial trends and recommends changes, which will improve present and future financial performance.

• Assists in the preparation of regular and special budgets and related reports to interpret budget directives and to establish policies for carrying out directives.

• Conducts special studies to analyze corporate objectives and prepares recommendations for changes in policy and procedures.

• Counsels with executive team and managers in planning and forecasting, and provides ongoing assistance within the Finance/Accounting Team.

• Ensures a smooth budgeting process by supporting the management of the various revenue producing departments in completing the appropriate operating plan and forecasts. 

• Establishes and administers databases of pertinent information for use in analyzing future plans, budgets, and forecasts.

• Interprets and applies corporate financial policies, and accounting theory. 

• Maintains broad contact with team leaders, executives, and managers at all levels. 

• Makes recommendations to management regarding costs saving or profit generating opportunities and profitability improvement strategies.

• Prepares comparative analyses of operating programs by analyzing costs in relation to services performed during previous fiscal years. Submits reports with recommendations for budget revisions.  

• Updates and develops the budgeting tool to be used by management and Finance. Review existing tools for improvement.

Core functions, skills, and responsibilities:
This position will require but also allow the Sr. Financial Data Analyst to achieve fast-paced growth in the critical, next career-level areas of:

• Business partnering with Product Development, Product Management Group, and other Finance groups.

• Application of business and financial acumen to support various levels of Operational and Financial decision-makers with data, analysis, metrics, process creation/improvement, and operating model alignment.

• Ability to dive deep into detail while maintaining a clear vision of the end goal with acute deadline awareness.

This role will require solid foundational skills in:

• Business Partnership: Collaborate closely with various leaders within the Product development group, providing financial insights and advice to support portfolio-wide decision-making.

• Data Analysis: Extract, clean, and manipulate large quantities of disparate data; Develop and maintain data models and data documentation that support Product Development initiatives. Ensure data accuracy, consistency, and security across all Product Development Finance tools.

• Scenario Modeling & Analysis: Heavy data analysis and dynamic scenario modeling with emphasis on researching and validating the modeling inputs and assumptions and ensuring their alignment with operational models and strategic goals. Full P&L business case development and presentation to senior leadership.

• Business Acumen: Strong understanding of the supply chain industry, SaaS, and cloud architecture.

• Process: Operational & Financial process understanding/mapping, efficiency improvements, and recommendations for adapting to changing functional and business requirements so that data output is streamlined and represents a true reflection of current performance.

• Communication & Coordination: Skillful & timely communication and coordination with various levels of finance and operations.

• Problem-solving: Ability to work under uncertainty, stringent deadlines, and limited supervision.

• Responsibility & Ownership: Strong sense of ownership & responsibility, desire to improve and expand knowledge and to enjoy the learning journey.

Minimum Qualifications:

• Bachelor’s degree in business

• Minimum three (3) years of related experience supporting both financial and operational decision-makers. SaaS experience is a plus.

• Excel Master Proficiency required.

• Minimum 1 year experience in Power Query, Power Pivot, and/or Power BI.

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