Financial forecasting ownership: Own Finance Forecasting processes, translate annual goals into actionable and measurable daily and weekly performance projections and insights
Daily performance and ad hoc analysis: Identify variance drivers, and proactively flag risks, opportunities, and ad Hoc analysis to help identify areas of opportunity within acquisition and retention
Deep-dive analytics: Build and maintain scalable analytical frameworks that improve visibility into granular business segments
AI Leadership: Leverage state of the art AI models and concepts to drive analytical outcomes, reporting, and financial modeling
Initiative tracking and impact quantification: Track business initiatives by timing, channel, source, and expected financial impact
Drive the results of the business: through proactive influence and partnership with marketing, data analytics, and other groups within the org

3+ years of experience in financial analysis, FP&A, business operations, analytics, or a related role
BA/BS/BBA degree in Finance, Accounting, Economics, Business Analytics, Mathematics, Statistics, or a related quantitative field is preferred. MBA/MA/MS is a plus
Expert level Excel and financial modeling skills and high proficiency with Copilot and/or other AI tools (Claude, ChatGPT) in business applications
Strong forecasting and planning experience, including variance analysis, initiative sizing, and business performance tracking
Knowledge of SQL, Alteryx, or similar tools to be able to pull and analyze data
Excellent analytical and critical thinking skills and experience working with large data sets
Strong communicator (written and verbal) with a professional, polished style
Ability to work cross-functionally and individually to investigate problems
You bring solid attention to detail, reliability under recurring deadlines, and an ownership mindset
Strong collaborator who’s also confident working independently

Finance Business Analyst

Key skills