Posted in

Senior Associate – Financial Planning & Analysis

Senior Associate – Financial Planning & Analysis

CompanyGemini
LocationSeattle, WA, USA, Miami, FL, USA, New York, NY, USA
Salary$92400 – $132000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • Undergraduate degree in accounting, economics, finance or related field.
  • Minimum of 4+ years experience in one or more of the following areas: financial analysis, investment banking, management consulting, Big 4 accounting.
  • Deep understanding of financial modeling, valuation, and growth metrics – particularly within the financial services, fintech, and consumer tech industries.
  • Advanced Excel skills and financial modeling required (critical to success in the position).
  • Experience with Financial Modeling systems such as Workday Adaptive preferred.
  • Data analytics skills preferred, with experience using analytics software such as Looker, Power BI, or Tableau.
  • Strong communicator who can turn quantitative analysis into concise, actionable insights.

Responsibilities

  • Develop and maintain robust driver-based models based on key financial and operational metrics. Manage financial databases across a range of sources and integrate underlying data into consolidated forecasts.
  • Be a trusted advisor to proactively collaborate, influence, and align the financial planning processes to the overall strategic objectives of the company.
  • Partner with Product, Corporate Development, and Strategy groups to translate strategic business plans into comprehensive financial plans. Monitor performance against plans and prepare variance analysis for senior leadership.
  • Understand current and historic performance of key metrics to create impactful KPI presentations. Translate financial analysis into actionable insights for strategic planning, cash flow management, financing, and Board meetings.
  • Perform scenario and sensitivity analysis for multiple ranges of key metrics and financial data points.
  • Collaborate across other Finance functions, including Accounting and Treasury, to drive ongoing enhancements in revenue planning, expense management, cash flow forecasting, and capital management.
  • Partner with accounting, analytics, and operations to ensure your collective work is creating transformative business intelligence and measurable future business outcomes.
  • Analyze markets to identify business opportunities. Actively participate and support ROI analysis and pricing discussions for new and existing services.
  • Assist business and product leads in ad-hoc projects, providing strong analysis and decision support on strategic initiatives.

Preferred Qualifications

  • Experience with Financial Modeling systems such as Workday Adaptive preferred.
  • Data analytics skills preferred, with experience using analytics software such as Looker, Power BI, or Tableau.