Financial Planning and Analysis Expert
Great Value Hiring · United States
- Hybrid
- Contract
- $135,200 / year
- United States
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Job highlights
- Analyze complex financial data for business intelligence.
- Develop advanced financial models and forecasts.
- Enhance AI models with financial expertise.
- Ensure compliance with financial regulations.
- Advise on key SaaS metrics for strategy.
About the role
Financial Planning and Analysis Expert
Great Value Hiring is seeking a skilled Financial Planning and Analysis Expert to join our team. This role involves analyzing complex financial and marketing data to provide actionable business intelligence, developing and refining financial models, and supporting strategic decision-making.
Role Responsibilities
- Analyze complex financial and marketing datasets to deliver actionable business intelligence.
- Develop, refine, and implement advanced financial models, forecasts, and scenario analyses.
- Create comprehensive rubrics using your field knowledge to enhance and refine AI models.
- Prepare, review, and optimize financial reporting under US GAAP/IFRS standards.
- Collaborate with cross-functional teams to support strategic planning and decision-making.
- Ensure compliance with financial regulations and internal controls.
- Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies.
Good Candidature
- Bachelor's degree in Accounting, Finance, Economics, Engineering, or a related quantitative field.
- Minimum 3 years of experience in finance, accounting, FP&A, audit, or SaaS finance.
- Investment banking experience is highly preferred.
- Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences.
- Strong analytical mindset and attention to detail.
Nice to Have
- CPA, CFA, or a similar advanced financial certification.
- 7+ years of overall professional experience.
- In-depth experience with SaaS metrics and performance analytics.
Key skills/competency
- Financial Planning and Analysis
- Financial Modeling
- Data Analysis
- Business Intelligence
- Forecasting
- SaaS Metrics
- US GAAP
- IFRS
- Financial Reporting
- Strategic Planning
Skills & topics
- Financial Planning and Analysis
- FP&A
- Financial Analyst
- SaaS Finance
- Financial Modeling
- Data Analysis
- Business Intelligence
- Forecasting
- Budgeting
- Financial Reporting
- Accounting
- Finance
- Economics
- Investment Banking
- US GAAP
- IFRS
- CPA
- CFA
- ARR
- MRR
- CAC
- LTV
How to get hired
- Tailor your resume: Highlight your FP&A, SaaS finance, and investment banking experience. Emphasize analytical skills and GAAP/IFRS knowledge.
- Showcase quantitative skills: Demonstrate your ability to develop financial models and analyze complex datasets.
- Quantify achievements: Use numbers to illustrate your impact on financial reporting, forecasting, and strategic decisions.
- Prepare for technical questions: Be ready to discuss financial modeling, SaaS metrics (ARR, MRR, CAC, LTV), and accounting standards.
- Communicate clearly: Practice explaining complex financial concepts concisely for diverse audiences.
Technical preparation
Master financial modeling and forecasting techniques.,Practice analyzing large financial and marketing datasets.,Review US GAAP/IFRS standards for reporting.,Study key SaaS metrics (ARR, MRR, CAC, LTV).
Behavioral questions
Describe a complex financial analysis you performed.,How do you ensure accuracy in financial reporting?,Explain a challenging cross-functional collaboration.,How do you advise stakeholders on financial strategy?
Frequently asked questions
- What is the typical salary range for a Financial Planning and Analysis Expert at Great Value Hiring?
- The Financial Planning and Analysis Expert role at Great Value Hiring offers an hourly rate between $45 and $65. This range reflects the experience and skills required for this specialized position.
- What educational background is required for the Financial Planning and Analysis Expert position at Great Value Hiring?
- A Bachelor's degree in Accounting, Finance, Economics, Engineering, or a similar quantitative field is the minimum educational requirement for this role. Advanced certifications like CPA or CFA are considered a plus.
- Is investment banking experience a mandatory requirement for the Financial Planning and Analysis Expert role?
- While not strictly mandatory, investment banking experience is highly preferred for the Financial Planning and Analysis Expert position. It indicates a strong foundation in financial analysis and deal-making.
- What are the key SaaS metrics I should be familiar with for this Financial Planning and Analysis Expert job?
- For this role, you should be very familiar with key SaaS metrics such as Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), and Lifetime Value (LTV). Advising on these is a core part of the role.
- Does Great Value Hiring offer opportunities for professional growth in this Financial Planning and Analysis Expert role?
- While specific growth paths are not detailed, the role offers exposure to advanced financial modeling, AI model enhancement, and strategic decision-making, which are valuable for career advancement in finance.
- What is the importance of US GAAP and IFRS in the Financial Planning and Analysis Expert role?
- Proficiency in preparing and optimizing financial reporting under US GAAP/IFRS standards is a critical responsibility for the Financial Planning and Analysis Expert, ensuring compliance and accurate financial representation.
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