Associate Principal, Strategic Finance & Analytics

Annual & Quarterly Planning

Collaborate with business partners on the annual and quarterly planning process, ensuring alignment on both financial and strategic goals and performance.

Strategic Initiatives

Support strategic projects to improve financial outcomes, optimize operational efficiency, and ensure long-term growth. Ensure strategic and product initiatives ladder up to the overall business P&L to ensure initiatives align with business objectives.

Insights & Analytics

Provide actionable financial insights through detailed reporting and analytics. Partner with Data Science teams to enhance data accessibility, automation, and conduct in-depth financial investigations.

Presentations to Stakeholders

Regularly present financial reports, performance updates, and strategic recommendations to senior leadership and other key stakeholders.

Business Trends & Variance Analysis

Analyze business trends and drivers of variance, synthesizing complex data into actionable insights for senior leadership.

Budget Tracking & Approvals

Own tracking and approval of requests of the team’s budget, ensuring accuracy, compliance, and alignment with organizational priorities. Proactively monitor expenditures and coordinate with relevant stakeholders to ensure requests are properly documented and justified. Provide timely updates and reporting to leadership, helping maintain fiscal discipline and support strategic decision-making.

Expertise

• 5+ years of experience in FP&A and/or business strategy. A background in strategic finance, investment banking, management consulting, and business operations is preferred.
• B.A. or B.S. in Finance, Accounting, Business, Mathematics or a related field (MBA or CPA is a plus).
• Proven experience in P&L management, revenue forecasting, and financial modeling.
• Proficiency and self-sufficiency in spreadsheets and financial reporting tools.
• Proven ability to use AI to enhance processes in both quality and productivity.
• Strong strategic and critical thinking skills with the ability to synthesize financial data and make recommendations that drive business outcomes.
• Excellent written and verbal communication skills with the ability to present complex financial data to non-financial stakeholders and senior leadership.
• Strong leadership abilities and the capacity to influence decision-making across the organization.
• Proactive and comfortable working in a fast-paced, collaborative, and innovative environment, with the ability to lead cross-functional teams.