What are the responsibilities and job description for the Senior Financial Analyst position at Groupize?
Financial Modeling
- Lead the development, maintenance, and ownership of detailed financial models to support strategic planning, budgeting, and forecasting.
- Partner with leadership to develop annual budgets and quarterly forecasts, ensuring alignment with company goals.
- Support strategic initiatives, including scenario planning, investment analysis, and cost optimization efforts.
Analysis
- Prepare and deliver timely internal financial reports, dashboards, and presentations for executive leadership.
- Monitor and own key performance indicators (KPIs), identify trends, and analyze variances to support actionable business insights. This includes ARR, NRR, churn, CAC, profitability by segment, etc.
- Collaborate with Accounting to ensure accurate financial reporting and alignment on financial close processes.
- Continuously improve financial systems, processes, and reporting tools to scale with company growth.
- Create and refine dashboards and data visualizations for leadership review, providing visibility into the company’s performance.
Support Board and Strategic Reporting
- Assist in the creation of board reporting decks and investor materials
- Develop charts, visuals, and financial summaries for executive use
- Exposure to a world-class board, with deep industry connections.
Collaboration with Commercial Teams
- Support the Chief Commercial Officer with customer-level revenue analysis
- Build reports to help track commercial team performance and expansion metrics, including new deals, upsells, expansions, and churn
- Collaborate annually for new compensation plan roll-outs, including new business quotas and renewal targets