Strategic Financial Insights Analyst

hace 6 días


Xico, México Placer A tiempo completo

We are seeking a highly analytical and detail-oriented Strategic Financial Insights Analyst to join our Finance Team in Placer.ai.

About the Role

This critical position involves developing and maintaining forecasts, financial models, budgets, reporting, KPI analysis, GTM and sales operation planning, and key company financial schedules.

The ideal candidate will have expertise in Google Sheets, specifically in regards to financial modeling, and prior experience in investment banking, consulting, or public accounting.

Key Responsibilities
  • Support all financial planning and forecasting across P&L, balance sheet, and company cash flows
  • Analyze company performance, key KPIs, budget-to-actuals, flux, and cohort analysis
  • Work closely with Finance, GTM, and Operations teams to track, adjust, monitor, fine-tune, and continually improve annual and monthly budgets
  • Implement ways of extracting and analyzing operational information, specifically as it relates to sales funnel metrics
  • Develop, maintain, and improve the company's financial models for analysis
  • Provide cross-departmental insights for operations, marketing, sales development, and sales teams to improve internal reporting processes, departmental budgets, and non-financial KPIs
  • Develop financial reports and presentations for senior management, investors, and external parties
  • Perform ad-hoc projects with finance and accounting teams
Requirements and Qualifications
  • Expertise in Google Sheets, specifically in regards to financial modeling
  • Prior investment banking, consulting, or public accounting experience
  • Bachelor's degree in finance, accounting, or a related field
  • English language fluency
  • 4+ years of experience in finance, financial modeling, and interpreting financial statements
  • Highly analytical and able to operate quickly with skills to data-mine, organize, and gain insights from raw financial information
  • Knowledge of financial reporting, accounting standards, and the budgeting process across a high-growth organization
  • Able to proactively communicate effectively across departments in a remote environment and accustomed to working towards deliverable deadlines
  • Experience with Salesforce a plus
  • Able to work independently and fully remotely while collaborating in a small team environment
  • Strong analytical and problem-solving skills
  • Possess the drive to learn and grow
What We Offer

We offer an hourly rate between $14-$19, depending on individualized factors such as job-related skills, professional experience, education, and licenses (if applicable), work location, and compensation market data.

You'll take a central and critical role at Placer.ai, working with and learning from top-notch talent, enjoying competitive salary, and a fully remote work environment.



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