Branch Consultant promoting financial products and providing high - level client service in a branch context. Focused on client optimisation and cross selling for market share increase.
About the role
- Senior Finance Analyst connecting strategy to numbers at Smartly, a FinTech for payroll management. Focused on financial insight and decision support in a hybrid work environment.
Responsibilities
- Leading or supporting budgeting and forecasting for assigned functions, value streams, or products.
- Building and maintaining driver-based financial models for SaaS metrics such as MRR, ARR, churn, ARPU, CAC, LTV, and contribution margin.
- Partnering with budget owners to test assumptions, highlight risks and opportunities, and inform capital allocation decisions.
- Running scenario and sensitivity analysis on pricing, campaigns, investment timing, and people growth.
- Producing management reporting, variance analysis, and executive commentary for allocated business areas.
- Delivering deep-dive analysis on unit economics, funnel performance, churn drivers, product or segment profitability.
- Supporting product, GTM, and operations teams with commercial analysis for new initiatives.
- Preparing structured investment analyses for product, AI, GTM, or efficiency projects.
- Improving finance processes, reporting, systems, and adopting AI-enabled analytics tools.
- Promoting strong financial literacy and learning-led decision-making across the organisation.
Requirements
- 4–7+ years in finance roles focused on analysis, planning, and business partnering.
- Strong financial modelling and scenario planning skills, with advanced Excel capability
- Proven experience with forecasting, budgeting, management reporting, and variance analysis.
- Ability to translate financial data into strategic and commercial insight for non-finance stakeholders.
- Sound understanding (or ability to quickly learn) of SaaS metrics such as LTV, CAC, MRR/ARR, churn, and Rule of 40.
- Experience operating in high-growth environments, SMEs, or SaaS/subscription-based businesses.
- Exposure to financial operations and controls (e.g., revenue recognition, accruals, cost allocations).
- Familiarity with BI/data tools such as Power BI, Tableau, or Looker.
- Bachelor’s degree in Accounting, Business, Commerce or Finance, and a professional qualification such as CA, CPA or CFA, or equivalent relevant experience.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Branch Consultant/Financial Advisor promoting Sanlam products in Cape Town. Providing financial advice and service to clients in a branch setting.
Sales Executive for financial services at Omie, enhancing customer experience and engagement through various channels. Driving financial product sales and ensuring service excellence with adaptability and collaboration.
Senior Associate I managing procurement operations for indirect spend at Novo Nordisk Group. Supporting Product Supply sites with compliance and process optimization in Bangalore, India.
Financial Analyst contributing to effective financial management at Estadão through financial analysis and performance indicators. Interfacing between finance and other business areas for strategic support.
Commercial executive at MAPFRE managing client portfolios and addressing financial needs. Focus on customer relationship building in the financial services sector.
Project and Compliance Coordinator managing compliance and audit documentation in Finance Systems at Xylem. Collaborating with IT and business teams to ensure governance and risk management practices.
Ejecutivo/a Comercial en productos financieros y aseguradores para ayudar a clientes a planificar su futuro. Se basa en crear y fidelizar una cartera de clientes y asesorar en ahorro e inversión.
Commercial Executive responsible for creating and maintaining client portfolios for financial and insurance products. Helping clients to plan their financial future with MAPFRE.
Comercial para crear y fidelizar cartera de clientes en el sector financiero de MAPFRE. Asesorando productos financieros y aseguradores como fondos de inversión y seguros de vida.