Institutional Investment Consulting Associate supporting a diverse range of institutional clients at Mercer. Collaborating with experts to build portfolios and analyze performance in a hybrid work environment.
About the role
- Data-driven Senior Strategic Financial Analyst for leading AI-powered Fraud and Risk Platform company. Bridging financial planning and reporting infrastructure with CRM and Finance systems.
Responsibilities
- KPI Definition: Design and maintain a comprehensive set of SaaS metrics (e.g., ARR, NRR, CAC, LTV, Magic Number) to track performance across Revenue, R&D, and Support.
- Financial Modeling: Build and refine sophisticated financial models to analyze revenue streams, customer segmentation, pricing strategies, and sales team productivity.
- FP&A Leadership: Partner with the VP of Finance to drive the annual budgeting and quarterly forecasting process, incorporating real-time insights from operational data.
- Deal Strategy: Serve as the financial partner to the Deal Desk and Sales Leadership; analyze pricing, deal profitability, non-standard contract terms, and revenue recognition implications, provide suggestions and input to define and shape the contract and order form structure.
- Compensation Analysis: Analyze the ROI of sales compensation plans and GTM organizational structure to ensure alignment with company growth targets.
- Ad-Hoc Strategy: Conduct deep-dive analyses on specific business questions (e.g., new market entry, product margin analysis) to support executive decision-making.
- CRM to Finance Integration: Spearhead the integration between GTM systems (Salesforce) and financial systems (ERP/Planning tools).
- Data Governance: Define the "source of truth" for sales data. Implement quality controls to ensure the accurate flow of booking and revenue data into financial reporting.
- Process Engineering: Develop standardized operating procedures (SOPs) for financial analysis to move the department from ad-hoc reporting to scalable, automated frameworks.
Requirements
- Experience: 5+ years of progressive experience in FP&A, Strategic Finance, or Sales Operations and equivalent strong analytics experience for business strategies.
- Industry Background: Prior experience in Enterprise SaaS company and prior private equity or investment banking experience preferred.
- Technical Stack:
- Advanced proficiency in Excel (complex modeling) is required.
- Strong familiarity with Salesforce (reporting, dashboards, object relationships) is essential.
- Experience with BI tools (e.g. Tableau, Power BI, Looker, Python) and Planning tools (e.g. Anaplan, Adaptive Insights) is a major plus.
- Education: Bachelor’s degree in Finance, Math, Accounting, Economics, or a related quantitative field. MBA or master degree is a plus.
- Soft Skills: Proven ability to translate complex financial data into clear, actionable narratives for non-financial stakeholders (Sales, Engineering, Product). Strong communication skills and excellent writing skills. Strong team collaborator, self driven and motivated.
Benefits
- Impact: You won't just report the news; you’ll help make it by influencing deal structures and operational strategy.
- Visibility: Direct reporting line to the VP of Finance and regular exposure to GTM leadership.
- Builder Mindset: Opportunity to design processes from scratch rather than just inheriting them.
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