Financial Analyst
4 days ago
Chicago
Job DescriptionAre you a detail-oriented and curious Financial Analyst ready to make a significant impact by directly shaping a company's technology and product investment strategy? As our next Financial Analyst, you won't just be managing spreadsheets—you'll be at the forefront of driving strategic decisions for our core Technology and Product organizations. You will own critical financial processes, architect key forecasts, and collaborate directly with leadership to translate strategic R&D goals into tangible financial outcomes. This isn't just about reporting; it's about seeing your analysis immediately impact our product monetization strategy and our company's future trajectory.On a typical day, you might: • Own the monthly financial close for Tech & Product, meticulously managing accruals and performing deep-dive variance analysis to ensure forecasting accuracy, • Act as a strategic partner to Technology and Product leaders, presenting and interpreting monthly financial performance (budget vs. actuals) and highlighting key trends and drivers to inform immediate business decisions, • Architect and manage the comprehensive headcount and vendor spend forecasts, proactively collaborating with HR and Procurement teams to manage the organization's resource plan, • Develop and maintain sophisticated, driver-based financial models, specifically owning the data & hosting (AWS) forecast using customer-centric cost modeling principles, • Conduct and synthesize advanced financial analysis (e.g., R&D spend visibility, product investment ROI) into clear, concise, and actionable recommendations for senior business stakeholders, • Support the annual budget process and contribute to the preparation of materials for quarterly Board of Directors updates, providing a critical view of our strategic investments.The ideal candidate will bring:, • 2-3 years of hands-on experience in Financial Planning & Analysis (FP&A), with significant exposure to or prior experience supporting technology or software companies, • A Bachelor's degree in Finance, Business Administration, Accounting, or a related field, • Exceptional analytical and financial modeling skills, with advanced proficiency in Excel/Google Sheets, and the talent to distill complex financial data into clear, actionable insights, • Experience with product investment ROI modeling, analyzing how product decisions drive financial outcomes across customer acquisition, retention, and monetization/expansion, • Prior experience with Amazon Web Services (AWS) cost modeling and forecasting or knowledge of SaaS business models and technology industry trends, • Exceptional communication skills and a proven ability to present and translate complex financial information and recommendations to non-finance, executive-level audiences, • Proficiency in financial systems (experience with NetSuite and Looker is a significant plus), • A detail-oriented and highly organized approach, with the proven ability to manage multiple priorities simultaneously in a fast-paced environment