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Financial Analyst
Location
United States
Posted
16 days ago
Salary
Not specified
No structured requirement data.
Job Description
Job Requirements
- Bachelor's degree in Finance, Economics, Data, or a related field
- 2–4 years of experience in FP&A, Sales Operations, financial analysis, or a data-focused finance role
- Strong proficiency in Salesforce CRM, including pipeline management, reporting, and data governance
- Advanced Excel skills and proficiency in SQL for data extraction and analysis
- Experience with Power BI or similar BI/visualization tools
- Solid understanding of SaaS revenue metrics, particularly ARR, MRR, churn, and net revenue retention
- Strong attention to detail with a demonstrated ability to manage and reconcile large datasets
- Familiarity with additional CRM/data quality tools (e.g., DemandTools, RingLead, HubSpot)
- Experience with Power Query or similar data transformation tools
- Comfort working alongside AI tools for data analysis or automation, with an interest in expanding those capabilities
- Experience working in a global, matrixed organization
- Background supporting QBRs or executive-level reporting with variance analysis and narrative development
- Competencies
- Analytical Thinking – Comfortable working through complex, ambiguous data problems and presenting findings clearly
- Collaboration – Builds strong working relationships across finance and non-finance teams
- Attention to Detail – Maintains a high standard for data accuracy and process discipline
- Communication – Translates technical data concepts into business-relevant language for diverse audiences
- Continuous Improvement – Proactively identifies opportunities to streamline processes and improve data quality
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