
Chief Financial Strategist
17 hours ago
The purpose of this position is to analyze financial data and provide strategic insights that inform business decisions.
You will be responsible for conducting in-depth analyses of revenue, cost of sales, client margins, SG&A expenses, and system data to identify historical trends, current operations, and future projections.
This role requires close collaboration with senior-level management to develop reports that help make critical decisions about revenue, clients, and expense management.
Key Responsibilities- Analyze statistical data and apply accounting principles to evaluate past and present operations as well as future revenues and expenditures.
- Familiarize yourself with our projection model and update metrics as needed to ensure accurate and timely projections.
- Create financial models, prepare forecasts, and conduct research and analysis on all aspects of finance and operations.
- Meet with the VP of Finance to develop project plans and communicate status.
- Update the projection model as necessary to reflect new or revised data and communicate changes.
- Demonstrate a strong understanding of accounting principles and ability to interpret business transactions and journalize properly.
- Identify and reconcile financial discrepancies by collecting and analyzing account information.
- Recommend financial actions based on accounting options.
- Assist with budgeting processes, which may include gathering information, analysis, and reporting from various systems.
- Become a subject matter expert on Business Intelligence (BI) in Ultimate Software through online training and on-the-job experience.
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