Senior Financial Strategist

hace 2 semanas


Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

Role Summary

We are seeking a highly motivated Senior Financial Strategist to join our FP&A team. As a key member of our financial team, you will play a critical part in driving informed decision-making by providing accurate and actionable insights related to ARR & Revenue performance.

About the Role

This role will partner across departments to provide an accurate ARR & Revenue forecast. The ideal candidate will have a strong background in financial analysis, strategic planning, and a deep understanding of SQL.

Key Responsibilities

  1. Conduct thorough analysis of Annual Recurring Revenue, including trend analysis, variance explanations, and performance metrics to monitor overall business performance.
  2. Develop and maintain reporting packages, dashboards, and financial models using SQL to provide actionable insights regarding Revenue Pacing, Realization Rates, and Pricing & Packaging impacts for executive leadership.
  3. Proactively identify risks and opportunities, leveraging data-driven analysis to provide a range of outcomes to influence business decisions.
  4. Continuously improve FP&A processes related to GTM analysis, forecasting, scenario modeling, and reporting with a focus on usage-based and subscription models.

Requirements

  • 3-5 years of FP&A, Finance, or Business Intelligence experience, particularly in SaaS or high-growth companies; experience with usage-based software models is preferred.
  • Advanced proficiency in SQL, Google Sheets, and Excel, with experience building financial models, dashboards, and reports (Snowflake and Tableau experience preferred).
  • Familiarity with ARR metrics and understanding of usage and subscription-based business models.
  • Excellent analytical and problem-solving skills, with a sharp attention to detail.
  • Effective communicator, able to present complex financial data clearly to non-financial executives.

About Us

Klaviyo is a fast-growing company that empowers creators to own their destiny by making first-party data accessible and actionable like never before. We are committed to a policy of equal opportunity and non-discrimination.

What We Offer

  • Competitive salary range: $96,000 — $144,000 USD
  • Flexible paid time off and company-paid holidays
  • Medical, dental, and vision coverage
  • 401(k) and flexible spending accounts
  • Culture of learning with a learning allowance and access to a professional coaching service


  • Puerto Diablo Barrio, Puerto Rico Baystate Financial A tiempo completo

    About Us:Baystate Financial is a leading financial services company dedicated to providing expert advice and guidance to clients. With a focus on fostering a collaborative culture and supporting personal and professional development, we have built a reputation for excellence in financial planning, business and estate planning, retirement planning, and...

  • Senior Financial Advisor

    hace 4 semanas


    Puerto Diablo, Puerto Rico Baystate Financial A tiempo completo

    About Us: Since 1901, Baystate Financial has been dedicated to helping clients achieve clarity, leverage, and financial independence. With a focus on fostering a collaborative culture and supporting personal and professional development, Baystate Financial is headquartered in Boston, MA, with 16 office locations throughout New England. Specializing in...

  • Senior Financial Advisor

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico Baystate Financial A tiempo completo

    About Baystate Financial: We are a leading financial services company dedicated to helping clients achieve their financial goals. Our team of experts provides personalized financial planning, investment advice, and wealth management services to individuals and businesses. Responsibilities: As a Senior Financial Advisor, you will be responsible for providing...

  • Senior Quality Strategist

    hace 2 semanas


    Caimito Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Title: Senior Quality StrategistJob Summary: We are seeking a Senior Quality Strategist to provide strategic leadership for all Quality functions at GeneFab. The ideal candidate will have extensive experience as a senior Quality Leader with a deep understanding of both Quality Control and Quality Assurance best practices.Responsibilities:Develop,...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job SummaryWe are seeking a highly skilled Senior CRE Underwriter and Portfolio Strategist to join our team. This role will be responsible for underwriting, analyzing, and preparing credit memos for commercial real estate transactions.Key Responsibilities:Underwrite and analyze commercial real estate transactions to determine creditworthiness and...

  • Senior Account Strategist

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Key Responsibilities:As a Senior Account Strategist at Syneos Health, you will be responsible for expanding the use of our product through market resources, identifying barriers, and developing solutions. You will also achieve and/or exceed targeted business goals in an assigned region by developing, implementing, and executing an integrated business plan...

  • Investment Strategist

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico State Street Corporation A tiempo completo

    Job Title: Investment Strategist - ETF GrowthState Street Global Advisors is seeking an experienced Investment Strategist to support the growth of our ETFs. The ideal candidate will have a strong background in capital markets and derivatives, with expertise in market dynamics and ETF flows.Key Responsibilities:Develop and execute strategies to grow market...

  • Senior Financial Analyst

    hace 2 semanas


    Frailes Barrio, Puerto Rico Creative Financial Staffing A tiempo completo

    Senior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our finance team at our corporate headquarters in Harford County. As a key member of our accounting department, you will play a critical role in ensuring the financial health of our company.Your Responsibilities:Manage full-cycle accounting, including preparing month-end...


  • Puerto Diablo, Puerto Rico Buscojobs PR C2 A tiempo completo

    Chief Financial Officer (CFO) About the Company Emerging professional services provider IndustryConsumer Services TypePrivately Held About the Role The Company is seeking a Chief Financial Officer (CFO) to join their team. The CFO will play a pivotal role in leading the finance function, providing the CEO and executive leadership with top-tier financial...


  • Río Cañas Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Summary: We are seeking a highly qualified Vice President of Finance to join our team at Copa Health. The ideal candidate will have a deep understanding of financial management, strategic planning, and leadership.Responsibilities:Collaborate with the executive team to develop and execute financial strategies that support long-term organizational...

  • Senior Financial Analyst

    hace 4 semanas


    Puerto Diablo, Puerto Rico Jobleads-Us A tiempo completo

    SENIOR FINANCIAL ANALYST Our client, a rapidly growing Boston based CPG wholesale/distributor, is looking for a Senior Financial Analyst to join their finance organization. The Senior Financial Analyst will provide FP&A and ad-hoc reporting and analysis to support the Corporate FP&A team. The Senior Analyst will be expected to support a team that works...

  • Senior Financial Analyst

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at ASICS Digital. As a Senior Financial Analyst, you will play a critical role in supporting the Director of Financial Planning & Analysis in performing various financial reporting, analysis, and accounting activities.Key ResponsibilitiesOwn the monthly forecasting process,...

  • Strategist for ETF Growth

    hace 4 semanas


    Puerto Diablo Barrio, Puerto Rico State Street Corporation A tiempo completo

    Job SummaryWe are seeking a highly skilled Strategist for ETF Growth to join our team at State Street Global Advisors. As a key member of our capital markets team, you will be responsible for developing and executing strategies to grow our market share in select products.Key Responsibilities:Develop and execute strategies to grow market share in select...


  • Puerto Diablo Barrio, Puerto Rico Professional Staffing Group A tiempo completo

    Job Summary:The Senior Property Accountant will provide financial management and regulatory reporting for the company's HUD and affordable housing properties.Key Responsibilities:Preparing quarterly regulatory compliance and monthly financial statements.Working closely with site personnel to prepare budgets, variance analyses, and annual audit...


  • Puerto Diablo, Puerto Rico Wandrian A tiempo completo

    About Us Wandrian is a leading travel company specializing in Italy-focused experiences, with operations spanning the US, Canada, and Italy. Our company is made up of various sub-companies, collectively delivering world-class Italian travel services and products under our brand umbrella, Wandrian. As we continue to expand, we are seeking a Senior Financial...


  • Puerto Diablo, Puerto Rico Jobleads-Us A tiempo completo

    Senior Financial Analyst Based at Rapid7 global headquarters in Boston, the Senior Financial Analyst will serve as the Strategic Finance Business Partner to the Managed Services, Information Technology and Security organizations where you'll help the business analyze and understand financial results, identify operational drivers, develop forecasts, and...

  • Senior Financial Manager

    hace 2 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Financial Controller OpportunityJobleads-Us is seeking a skilled Financial Controller to join its team. This role is responsible for managing the financial operations of the agency, ensuring accurate financial reporting, budget management, and compliance.Key Responsibilities:Financial Reporting and Analysis: Prepare and review financial statements, including...


  • Puerto Diablo Barrio, Puerto Rico Wandrian A tiempo completo

    About WandrianWandrian is a leading travel company specializing in Italy-focused experiences, with operations spanning the US, Canada, and Italy. Our company is made up of various sub-companies, collectively delivering world-class Italian travel services and products under our brand umbrella. As we continue to expand, we are seeking a Senior Financial...

  • Senior Financial Analyst

    hace 4 semanas


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job SummaryThe Senior Financial Analyst will serve as a Strategic Finance Business Partner to the Managed Services, Information Technology, and Security organizations at Jobleads-Us global headquarters in Boston. This role offers a unique blend of business partnering, financial analytics, and management reporting, providing a great opportunity to make a...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Title:Senior Innovation Research Specialist Description:Job Overview:We are seeking a highly skilled Senior Innovation Research Specialist to join our Innovation team. As a key member of our team, you will be responsible for conducting research and analysis to identify opportunities for new product development in the 0-1 space. Key...