Overview
We are looking for an experienced Interim FP&A Consultant to provide data-driven insights for a growing fund services business, focusing on sales and go-to-market strategies through comprehensive analysis and financial modeling. Collaborating closely with the Executive Committee and various teams across Sales, Marketing, Operations, HR, and Finance, the successful candidate will enhance commercial oversight and reporting, particularly utilizing Salesforce data to inform key stakeholders about sales performance and pipeline forecasting.
Responsibilities
- Coordinate and report on commercial financial analysis aligned with organizational objectives.
- Build sales and CRM pipeline targets that support required revenue generation.
- Reconcile sales and CRM pipeline data with regional P&L reporting.
- Produce market research and data analysis to monitor industry trends.
- Define and agree on sales BI and performance reporting requirements.
- Analyze Salesforce data to identify pipeline strengths, weaknesses, trends, risks, and opportunities.
- Maintain expertise in Salesforce configuration and reporting capabilities.
- Produce Salesforce-based performance MI for senior management and Board reporting.
Requirements
- Degree in accounting, finance, or a related field strongly preferred.
- At least 3 years of experience in an analytical role.
- Exceptional Excel and financial modeling skills are essential.
- Extensive experience with budgeting and financial modeling.
- Strong working knowledge of Salesforce and its reporting outputs.
- Good communication skills with a self-starter mentality.
- Ability to work effectively both independently and as part of a team.
- Availability to start immediately is preferred.