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CyberMaxx · 3 days ago

Associate, Financial Planning and Analysis

Illinois, United States

Full-time

Onsite

Mid, Senior Level

3+ years exp

CyberMaxx is committed to defending against cyberattacks and helping customers reduce risk through integrated security solutions. The Associate, Financial Planning and Analysis will provide financial insights and strategic guidance, collaborating with various teams to ensure financial forecasts align with business goals.

Cyber SecurityFinancial ServicesHealth CareInformation TechnologySecurity

Responsibilities

Develop and maintain detailed financial models for budgets and forecasts including sales, marketing campaigns, product launches, and other customer-facing efforts

Update the three-statement model for monthly reforecasts based on input within the business

Collaborate with cross-functional teams to ensure accurate and timely financial inputs for planning and forecasts

Provide ongoing analysis of budget versus actuals and work with leadership to adjust forecasts and budgets as needed

Lead Board and Monthly Operating Review reporting partnering with leaders in the business

Manage the internal and external partner commission reporting processes

Conduct in-depth analysis of results, identifying key trends, variances, and areas of improvement

Prepare regular reports and dashboards for senior leadership and the Board of Directors, summarizing key performance indicators (KPIs), ROI, and cost-effectiveness of initiatives

Analyze sales pipeline, customer acquisition costs, churn, and other relevant metrics to assess the financial health of GTM strategies

Partner with senior sales and marketing leaders to assess the financial implications of new product launches, market expansions, and customer acquisition strategies

Provide financial insights to optimize resource allocation and ensure effective spending across departments

Assess pricing strategies, promotional spend, and discount structures to ensure they align with overall profitability goals

Work closely with the sales, marketing, commercial excellence, product, and operations teams to understand their goals, initiatives, and performance metrics, ensuring financial strategies are in sync with business objectives

Provide financial insights and guidance during key strategic decisions, such as market entry or significant shifts in GTM approaches

Drive continuous improvement in financial planning and analysis processes, tools, and models

Identify opportunities to optimize spend, improve ROI, and streamline reporting across Finance team

Provide actionable recommendations based on data analysis to improve the efficiency and effectiveness of strategies

Lead or support ad-hoc financial analysis related to new initiatives, potential investments, or changes in market conditions

Perform competitive and market analysis to identify trends and assess potential financial impact

Qualification

Financial modelingForecastingBudgetingERP systemsSales analysisCommunication skillsAttention to detailCollaboration

Required

Bachelor's degree in Finance, Accounting, Business, Economics, or a related field

3-7 years of experience in financial planning and analysis, corporate development, consulting, or banking preferably with a focus on go-to-market, sales, marketing, or product finance

Strong financial modeling, forecasting, and budgeting experience

Ability to analyze large datasets and translate them into actionable business insights

Understanding of sales cycles, customer acquisition costs, product marketing strategies, and how financial metrics tie into overall business performance

Advanced proficiency with financial modeling tools (e.g., Excel, etc.), ERP systems (e.g., Intacct, Salesforce)

Excellent verbal and written communication skills, with the ability to present complex financial data in a clear and actionable manner to non-financial stakeholders

High level of attention to detail and accuracy in financial reporting and analysis

Strong interpersonal skills, with the ability to build relationships and work effectively across multiple teams