Corporate Financial Analyst

Summary

Join Praecipio as a Corporate Financial Analyst and contribute to our financial and business initiatives. This role blends technical expertise, client engagement, and strategic advisory. You will analyze financial and operational data, develop plans and budgets, and present actionable insights. Proficiency in Excel, Power BI, and NetSuite is essential. You will collaborate with internal teams and external clients. This is a remote opportunity available to applicants in the US, Canada, or Mexico.

Requirements

• Strong proficiency in MS Excel and GoogleSheets
• The ability to leverage tools like Power BI to extract and analyze data
• Effectively navigate and extract data from NetSuite and other business systems
• Ability to dissect complex financial data and identify patterns, trends and anomalies
• Able to break down problems into smaller, manageable parts for resolution
• Data driven decision making, proficiency in extracting, cleaning and interpreting data from multiple systems e.g. NetSuite, PowerBI, Salesforce
• Experience using data analysis to identify opportunities, solve inefficiencies and predict outcomes
• Capacity to propose creative and practical solutions to financial challenges or process inefficiencies
• Capacity to evaluate incomplete or ambiguous information and make sound judgements
• Minimum of four years experience as a Financial Analyst, Operations Business Analyst, or similar role focused on leveraging data and reporting to ensure financial effectiveness is visible to executives and decision makers
• Demonstrated ability with a minimum of three years analyzing complex financial information, developing actionable plans
• Minimum of one year applying advanced proficiency in Excel, ERP systems like NetSuite, and Power BI, Salesforce for data analysis and reporting

Responsibilities

• Analyze financial and operational data including revenue, expenses, balance sheet accounts, and key operational metrics used to assess business performance and process efficiency
• Extract, clean, and interpret data from systems like NetSuite, generating actionable insights for decision-making
• Create detailed financial plans and operational reports for internal stakeholders and clients, customizing them to changing business or client needs
• Provide recommendations on financial opportunities, and cost optimization
• Collaborate with the CFO, Financial Controller and VP of Sales Operations to present and implement strategies that enhance financial performance and business growth
• Build and maintain strong relationships with both internal teams and external clients to ensure long-term collaboration
• Develop and deliver engaging reports and dashboards in Power BI to communicate key findings

Preferred Qualifications

• Knowledge of CRM systems, Jira ticketing, and SaaS business models is highly preferred
• Exceptional analytical, attention to detail, and problem-solving skills
• Strong interpersonal and communication skills, with a client-oriented mindset
• BSc/BA in Finance, Accounting, Business Administration, or a related field; professional certifications (e.g., CFP, CFA, CPA) are a plus

Benefits

• Salary 90,000-120,000 USD dependent on location and experience
• Remote opportunity, the applicant should be located in the United States, Canada or Mexico