Financial Planning Analyst
3 days ago
🏡 Remote – Anywhere in California
Description
• Manage the standard and non-standard tier fee calculation process, striving for process automation and encouraging collaboration between Finance, Billing, and the Account Management team. • Play a supporting role in the ongoing initiative to scale and improve efficiency in our quote-to-cash process. • Support the Finance team during the month-end close process, including billing, ARR bookings, and updating business KPIs and P&L for monthly business review. • Coordinate a specific category of company expenses or revenue and supply the development of the rolling quarterly financial plan (e.g., Marketing, Partnership & Alliance, and Investment Advisory Solutions).
Requirements
• 1-3 years of experience in a financial analyst, consulting, investment banking position • Strong focus on numbers and outcomes • High attention to detail with an emphasis on understanding the underlying data • Experience with B2B contracts and a basic understanding of base license fee versus tier fee calculation. • Ability to collaborate optimally with all organizational levels, from clerical staff to executives, and serve as a liaison between Billing, Finance, and Account Management. • Sophisticated proficiency in Excel/Sheets; familiarity with SQL and Looker/BI data is a plus
Benefits
• Bonus • Equity • Benefits
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