About this role

Collaborate with business partners to manage the annual and quarterly planning process
Lead or support strategic projects to improve financial outcomes
Provide actionable financial insights through detailed reporting and analytics
Regularly present financial reports, performance updates, and strategic recommendations to senior leadership
Analyze business trends and drivers of variance
Partner with key stakeholders to define, lead, and improve operating processes
Own tracking and approval of requests of all teams’ budgets

7+ years of experience in financial planning, analysis, and business strategy
B.A. or B.S. in Finance, Accounting, Business, Mathematics or a related field (MBA or CPA is a plus)
Proven experience in P&L management, revenue forecasting, and financial modeling
Advanced proficiency in Excel and financial reporting tools
Proven ability to use AI to enhance processes in both quality and productivity
Strong strategic and critical thinking skills
Excellent written and verbal communication skills with the ability to present complex financial data to non-financial stakeholders and senior leadership
Strong level of SQL expertise required
Strong leadership abilities and the capacity to influence decision-making across the organization

Associate Principal, Strategic Finance

Key skills