Produce monthly reports, including key metrics, financial results, and variance reporting for internal and external stakeholders
Assist the team in annual budgeting and quarterly forecasting processes, by working directly with internal stakeholders to understand the unique budgetary needs of specific departments and incorporating into the financial plan
Assist the team in the preparation of monthly/quarterly discussion materials for investors, the executive team, and the Board
Reconcile headcount and financial data between various FP&A’s forecasting tools
Define and track key performance indicators for R&D efficiency, output, and cost-effectiveness
Partner with R&D business units to drive strategic decision-making, investment prioritization, and long-range planning including optimization of hosting infrastructure expense forecasting
Understand accounting policies (GAAP) and ensure accurate reflection in the various planning and reporting tools
Assist with the implementation of new processes, initiatives, and tools
Requirements
7+ years experience in Financial Analysis
Expert knowledge in Excel, with demonstrated experience with building forecasting models
Strong strategic thinking and analytical skills with a demonstrated experience with guiding the process of long range planning particularly amongst R&D organizations
Detail-oriented, self-starter, and comfort with ambiguity
Experience with budgeting and forecasting, variance analysis and storytelling when presenting data insights required
Experience with Finance and planning tools (NetSuite, Anaplan, Charthop)