SGP - Analyst - Financial Planning & Analysis

FP&A Analyst

FP&A Analyst

Location: India (Remote office)

Full-time

Company Description:
- Headquartered in the Pacific Northwest, United States, ClearlyRated is Customer Experience Management SaaS platform with a team of people who believe it's good business for business service providers to place the client experience at the heart of their growth strategy.

- To that end, we're on a mission to help B2B service firms credibly differentiate themselves based on their service by blending a short, client satisfaction survey with an online profile highlighting star ratings and testimonials earned by the firm. Imagine if JD Power & Associates had a love child with Glassdoor.com, and you see where ClearlyRated is going. ClearlyRated works with B2B service providers to maximize the value of their client experience surveys, leveraging NPS- to improve retention, grow accounts, win new business, and maximize online reputation.

- We help B2B service providers get actionable client feedback to better retain clients while differentiating in the market through: (i) online client ratings; (ii) trust-building client testimonials; and (iii) industry awards for service excellence.

Job Description:

- Are you a 'self-starter' with a growth mindset who enjoys doing what you have to do, more than what you have been told to do? We seek a highly motivated and analytical professional to join our Strategy, Finance, and Operations team.

- As an FP&A Analyst, you will be responsible for analyzing financial data, preparing reports, and providing insights that support strategic decision-making within the organization.

- You will collaborate with various departments to create accurate forecasts, budgets, and financial models. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys leveraging data to make strategic business decisions.

Responsibilities:

Financial Operations:

- Track the profit and loss (P&L) for the business units, working closely with the finance team to analyze financial data, and track revenue, costs, and profitability

- Assist in the creation and maintenance of financial models and revenue projections

- Support the preparation of materials for monthly/quarterly board meetings

- Support the team in Financial Audit

- Help timely and accurately setup new accounts in the billing platform

- Identify the needs of the organization, continuously evaluate, optimize, and improve capacity planning processes and guidance, putting the customer at the center of everything we do

- Identify operational bottlenecks, streamline processes, and implement best practices to enhance operational efficiency and financial results

- Conduct ad-hoc financial analysis as requested by management

Strategy & Planning:

- Independently lead projects: process improvement/ program management, with a focus on driving business growth (problem identification, preparing high-level and low-level plans, and ensuring time-bound execution)

- Write change documents, communicate effectively, and debate final recommendations with executive leadership and the broader organization

- Monitor market trends, competitive landscape, and customer feedback to identify opportunities for business growth, cost optimization, and improvement of financial performance

- Perform ad-hoc analysis to predict, measure, and interpret business drivers and inform key strategic decisions (strategy to win) for different product lines

Qualifications:

1. Bachelor's degree from an accredited college/university. MBA preferred, but not required

2. 4+ years of experience in financial operations, strategy, investment/business analyst roles

3. Technical Acumen:

- Proficient in Microsoft Office suite (esp. Excel and PowerPoint skills)

- Experience working with ERP (QuickBooks and ChargeBee) tools

4. Business/ Process Acumen:

- Detail-oriented with strong organizational, interpersonal, writing, and communication skills

- Intellectual curiosity, self-motivated and possess a positive attitude

- Demonstrated ability to analyze and synthesize data into actionable insights strategically

- Experience working independently as well within the team to solve problems

- Ability to deliver results in a fast-paced environment

ClearlyRated is proud to be an equal-opportunity workplace and is an affirmative-action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.