Financial Planning & Analysis Analyst at SkillHat

About The Role

• We are seeking a highly analytical and detail-oriented Financial Planning and Analysis (FP&A) Analyst to join our dynamic team.
• The ideal candidate will have a strong background in cohort analysis, unit economics, financial modeling, and possess hands-on experience with tools such as QuickBooks.
• The role involves collaborating with various departments to support marketing and sales efforts, conducting commissions calculations, ensuring quality assurance in financial processes, and utilizing advanced data analysis techniques.

Key Responsibilities:

Cohort Analysis:

• Conduct cohort analysis to evaluate customer behavior over specific timeframes and identify trends that impact financial performance.

Unit Economics:

• Develop and analyze unit economics to assess the profitability of individual business units, products, or services.

Financial Modelling:

• Build and maintain detailed financial models to support business planning, budgeting, and forecasting.

QuickBooks:

• Utilize QuickBooks for accurate and efficient financial record-keeping, invoicing, and expense tracking.

Marketing and Sales Support:

• Collaborate with marketing and sales teams to provide financial insights that support strategic decision-making.

Commissions Calculations:

• Manage and calculate commissions for sales teams, ensuring accuracy and compliance with established policies.

Quality Assurance:

• Implement and maintain robust quality assurance processes within financial operations to enhance accuracy and reliability.

Data Analysis:

• Utilize advanced data analysis techniques, including business intelligence, ETL processes, Python, and SQL, to extract actionable insights.

Automated Reporting in CRM:

• Develop and automate financial reports within CRM systems to facilitate real-time visibility into key performance metrics.

Daily Revenue and Cost Reporting:

• Implement systems for daily revenue and cost reporting, ensuring timely and accurate financial insights.

Automation with CRM:

• Streamline and automate financial processes within CRM systems to enhance efficiency and reduce manual efforts.

Skills and Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 4-6 years experience
• Preferable industry experience in Financial services and professional services firm or prior experience in any of the big 4.
• Proven experience in cohort analysis, unit economics, and financial modeling.
• Proficiency in QuickBooks and other financial management tools.
• Strong data analysis skills with expertise in business intelligence, ETL processes, Python, and SQL.
• Experience in automated reporting within CRM systems.
• Knowledge of daily revenue and cost reporting processes.
• Excellent communication and collaboration skills.
• Detail-oriented with a commitment to accuracy.
• Ability to thrive in a fast-paced, dynamic environment.