Financial Data Analyst
Must Haves:
- Bachelor degree in Business, Finance or Accounting
- 2+ years of experience as a financial analyst dealing with commercial/customer contract terms
- Advanced Excel skills
- Experience working with cross functional teams and leading discussions around financial analyses
Nice to Have Skills & Experience
- Understanding of SaaS business model and subscription/recurring revenue.
- VBA, Access and SQL experience
- Prior Cisco experience
Job Description
Insight Global's client is searching for a mid-level Financial Analyst to join their team. In this role, you'll support software non-standard deals financial processes for large/complex customer opportunities. On a day-to-day basis you will engage with sales teams, Commercial Finance analysts and managers and Business Entity Finance.
• Work with sales/deal teams, Commercial Finance team and Business Entity Finance teams to assess deal requests, including impact on discounting, recurring revenue and margins.
• Establish and maintain reporting processes to speed up approval cycle time and manage pricing controls to maximize revenue and minimize churn.
• Utilize internal software systems and reporting tools to analyze customer data trends to understand business performance and predict future outcomes/forecasts.
• Track and report status of critical top deals including deal type, pipeline status, expected close date, financial size, etc.
Must Haves:
- Bachelor degree in Business, Finance or Accounting
- 2+ years of experience as a financial analyst dealing with commercial/customer contract terms
- Advanced Excel skills
- Experience working with cross functional teams and leading discussions around financial analyses
Nice to Have Skills & Experience
- Understanding of SaaS business model and subscription/recurring revenue.
- VBA, Access and SQL experience
- Prior Cisco experience
Job Description
Insight Global's client is searching for a mid-level Financial Analyst to join their team. In this role, you'll support software non-standard deals financial processes for large/complex customer opportunities. On a day-to-day basis you will engage with sales teams, Commercial Finance analysts and managers and Business Entity Finance.
• Work with sales/deal teams, Commercial Finance team and Business Entity Finance teams to assess deal requests, including impact on discounting, recurring revenue and margins.
• Establish and maintain reporting processes to speed up approval cycle time and manage pricing controls to maximize revenue and minimize churn.
• Utilize internal software systems and reporting tools to analyze customer data trends to understand business performance and predict future outcomes/forecasts.
• Track and report status of critical top deals including deal type, pipeline status, expected close date, financial size, etc.
