Senior Financial Analyst

Job Summary

We are seeking a Senior Financial Analyst to join our team. As an integral member of the FP&A team, this role will oversee 3 areas a) Revenue Tracking b) Bonus Detail Management c) T&E support.

Revenue tracking – The analyst will assist with monthly revenue tracking, particularly through data analytics associated with our businesses and clients and develop/refine existing visualization dashboards.

Bonus – Generate bottoms up detailed modelling for quarterly bonus updates and be actively involved with HR in the Q1 bonus payout exercise.

T&E support – Partner with another Senior Analyst to manage the T&E exceptions/escalation process while working with our offshoring team.

The ideal candidate is proactive, driven, and resourceful, with strong prioritization skills and a desire to dive into the data. You will be a critical part of a visible cross-functional team and will help drive strategic decision making. This person will help support business relationships with corporate leaders across the organization and will also partner closely with the Sales Ops, Client Finance teams, HR Teams, and the offshoring teams. This is a terrific opportunity to join a dynamic, fast-growing global organization with over 2,500 employees!

Who’ll Love This Job:

• You have a passion for data tracking and visualization, and an interest in revenue tracking and reporting.
• You want to drive automation and leverage AI to streamline the Bonus calculation and T&E exceptions process.
• You want to be part of a highly visible, cross-functional team that directly helps drive strategic decision making.

What You’ll Do:

• Three direct areas of coverage, including:

o Client revenue reporting using detailed project information to develop/refine dashboards with potential exposure to leaders within the business.

o Bottoms up detailed Bonus management exercise during the year culminating with active partnership with HR during the bonus payout in Q1.

o Be the first level reviewer of the T&E exception/escalation review process while partnering with another SFA and our offshoring team.

• This person will help support business relationships with corporate leaders across the organization and will also partner closely with our Sales Ops/Partner Finance/HR team.
• Support monthly close process through close partnership with the accounting team.
• Create and report out monthly & quarterly internal reporting for owners, senior management, including insightful analyses to explain trends and any variance to plans.
• Identify key trends and potential risks & opportunities across the business.
• Work cross functionally to evaluate strategic initiatives and associated financial impacts and help to incorporate into financial plans.
• Run ad-hoc analyses for senior management.
• Assist in preparation of board of director materials.
• Continuously look to increase efficiency through process automation.

This position is a perfect fit for you if:

• Our Company values – Best Together, Impact-Obsessed, Excellence Expected, Evolve Always and Accountability with an “I” – really speak to you.
• You are adaptable, resilient, and OK with adjusting your scope, responsibilities, and focus as we grow. When things change, so do we. We’re always evolving.
• You are proactive, driven, and resourceful with strong prioritization skills and a desire to dive into the data.
• You are a highly organized self-starter, able to work independently and under tight deadlines.

What You Should Have:

• 3+ years of experience in FP&A / corporate finance,
• Experience with revenue reporting and tracking, T&E and/or Bonus is highly preferred
• Bachelor’s Degree in Accounting, Finance, or related field preferred.
• Excited to lead and drive data management best practices.
• High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis, including advanced Excel and PowerPoint.
• Excellent communication / collaboration skills required; role involves building strong relationships across the organization and communicating / presenting ideas clearly to management.
• Internally motivated individual who is intellectually curious and not afraid to seek out projects independently.
• Experience working with AI tools (Co-pilot, others) to drive automation and data visualization tools such as Domo/Tableau is a strong plus.
• Experience working with Business Services, Advertising, Media, Technology Services or Public Relations firms is a plus.