SGP - Financial Planning & Analysis Analyst

FP&A Analyst

Location: India (Remote office)

Full-time

Company Description

Headquartered in the Pacific Northwest, ClearlyRated is a team of people who believe it's good businessfor business service providers to place the client experience at the heart of their growth strategy.o that end, we're on a mission to help B2B service firms credibly differentiate themselves based on their for business service providers to place the client experience at the heart of their growth strategy.

To that end, we're on a mission to help B2B service firms credibly differentiate themselves based on their service by blending a short, client satisfaction survey with an online profile highlighting star ratings and testimonials earned by the firm. Imagine if JD Power & Associates had a love child with Glassdoor.com, and you see where ClearlyRated is going.

ClearlyRated works with B2B service providers to maximize the value of their client experience surveys, leveraging NPS- to improve retention, grow accounts, win new business, and maximize online reputation. We help B2B service providers get actionable client feedback to better retain clients while differentiating in the market through: (i) online client ratings; (ii) trust-building client testimonials; and (iii) industry awards for service excellence.

Job Description

Are you a 'self-starter' with a growth mindset who enjoys doing what you have to do, more than what you have been told to do? We seek a highly motivated and analytical professional to join our Strategy, Finance, and Operations team. As an FP&A Analyst, you will be responsible for analyzing financial data, preparing reports, and providing insights that support strategic decision-making within the organization. You will collaborate with various departments to create accurate forecasts, budgets, and financial models. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys leveraging data to make strategic business decisions.

Responsibilities

Financial Operations

- Track the profit and loss (P&L) for the business units, working closely with the finance team to analyze financial data, and track revenue, costs, and profitability

- Assist in the creation and maintenance of financial models and revenue projections

- Support the preparation of materials for monthly/quarterly board meetings

- Support the team in Financial Audit

- Help timely and accurately setup new accounts in the billing platform

- Identify the needs of the organization, continuously evaluate, optimize, and improve capacity planning processes and guidance, putting the customer at the center of everything we do

- Identify operational bottlenecks, streamline processes, and implement best practices to enhance operational efficiency and financial results

- Conduct ad-hoc financial analysis as requested by management

Strategy & Planning

- Independently lead projects: process improvement/ program management, with a focus on driving business growth (problem identification, preparing high-level and low-level plans, and ensuring time-bound execution)

- Write change documents, communicate effectively, and debate final recommendations with executive leadership and the broader organization

- Monitor market trends, competitive landscape, and customer feedback to identify opportunities for business growth, cost optimization, and improvement of financial performance

- Perform ad-hoc analysis to predict, measure, and interpret business drivers and inform key 2 strategic decisions (strategy to win) for different product lines

Qualifications:

- Bachelor's degree from an accredited college/university. MBA preferred, but not required

- 2-3+ years of experience in financial operations, strategy, investment/business analyst roles

Technical Acumen

- Proficient in Microsoft Office suite (esp. Excel and PowerPoint skills)

- Experience working with ERP (QuickBooks and ChargeBee) tools

Business/ Process Acumen

- Detail-oriented with strong organizational, interpersonal, writing, and communication skills

- Intellectual curiosity, self-motivated and possess a positive attitude

- Demonstrated ability to analyze and synthesize data into actionable insights strategically

- Experience working independently as well within the team to solve problems

- Ability to deliver results in a fast-paced environment

ClearlyRated is proud to be an equal-opportunity workplace and is an affirmative-action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.

To all recruitment agencies: ClearlyRated does not accept agency resumes. Please do not forward resumes to our jobs alias, ClearlyRated employees, or any other organization location. ClearlyRated is not responsible for any fees related to unsolicited resumes.