Related skills
financial modeling excel budgeting revenue recognition revenue forecasting📋 Description
- Lead financial partner for client accounts; optimize budgets, forecasts, and profitability.
- Develop financial models to track revenue, expenses, and margins with data-backed decisions.
- Review SOWs and pricing proposals to guide profitability.
- Oversee revenue recognition and maintain robust financial forecasts.
🎯 Requirements
- 4–6 years of finance or accounting experience, client-facing.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- Proficiency in Google Workspace and MS Office; advanced Excel skills.
- Deep understanding of revenue forecasting, client profitability, and modeling.
- Excellent communication and presentation skills; translate insights for cross-functional teams.
- Ability to manage multiple priorities in a fast-paced environment.
- You’re organized and efficient; manage competing priorities with ease.
🎁 Benefits
- Salary range: $64,000 - $75,000.
- Medical, dental, vision, life insurance.
- 401K, Lifestyle Spending Account, employer-paid disability.
- Flexible time off and holidays.
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