Mobisy - Specialist - Financial Planning & Analysis

Job Summary:

As a finance analyst, you will be responsible for preparing and analyzing various financial reports, such as MIS reporting, book closing, expense scrutiny, budgeting and forecasting, claims processing, profitability, cohort analysis, SaaS metrics tracker, and ad-hoc reports. You will also provide insights and recommendations to support business decisions and optimize financial performance.

Job Responsibilities:

- Prepare and maintain monthly, quarterly, and annual financial reports, such as income statements, balance sheets, cash flow statements, and variance analysis.

- Perform book closing activities, such as reconciling accounts, posting journal entries, and ensuring compliance with accounting standards and policies.

- Review and monitor expenses, identify and investigate anomalies, and provide explanations and solutions to reduce costs and improve efficiency.

- Assist in budgeting and forecasting processes, such as collecting and consolidating data, developing assumptions, and preparing financial models and scenarios.

- Process and validate claims from various sources, such as vendors, customers, and employees, and ensure timely and accurate payments and settlements.

- Analyze and report on profitability, such as gross margin, contribution margin, EBITDA, and ROI, by customer, segment, department and region.

- Conduct cohort analysis, such as retention rate, churn rate, customer lifetime value, and payback period, to measure and improve customer acquisition and retention strategies.

- Track and report on SaaS metrics, such as MRR, ARR, CAC, LTV, and NPS, to evaluate and optimize business performance and growth.

- Provide ad-hoc reports and analysis, as and when necessary.

- Communicate and present financial results and insights to senior management and stakeholders, using charts, graphs, tables, and dashboards.

Requirements:

- A master's degree in accounting, finance, or related field, or equivalent work experience.

- 2-3 years of experience in financial reporting and analysis, preferably in a SaaS or technology company.

- Proficient in Google Suite (Sheets, Slides & Docs) & Microsoft Office (Excel, PowerPoint, and Word)

- Familiar with accounting software, such as QuickBooks and Zoho Books

- Ability to perform financial calculations and analysis, such as profitability, cohort, and SaaS metrics

- Adept with advance Excel Formula & Operations (including VB)

- Excellent communication and presentation skills, both verbal and written.

- Ability to work independently and collaboratively and manage multiple tasks and deadlines.

- A proactive and problem-solving mindset, with a willingness to learn and improve.