Financial Planning and Analysis

• Support the Finance Manager in tracking and analyzing Marketing and Sales cost centers, including monthly OPEX and headcount reporting.
• Consolidate regional Sales OPEX data and prepare variance analyses and management commentary.
• Identify cost drivers, risks, and savings opportunities within Sales and escalate findings.
• Assist with annual planning and replanning for Marketing and Sales cost centers.
• Coordinate regional finance inputs and validate plans against approved targets.
• Prepare global roll-ups of regional plans, reconciliations, supporting schedules, and commentary.
• Prepare monthly Sales FinOps reporting materials, including OPEX performance, trends, variances, and action items.
• Provide FP&A support to the worldwide Marketing organization.
• Prepare Marketing actuals reporting, headcount reconciliations, payment reports, budget monitoring, and financial analyses.
• Support Marketing planning, forecasting, reforecasting, month-end activities, and process improvements.
• Build data models, charts, and analyses for Global QBRs, Board meetings, Audit Committee sessions, and executive forums.
• Synthesize complex financial data into clear narratives for C-suite and Board-level audiences.
• Review global financial processes, document workflows, propose improvements, and contribute to reporting automation.

Financial Analyst

• Conduct a comprehensive audit of the finance systems architecture and identify technical debt
• Define areas for improvement and modernization
• Develop a refactoring and modernization roadmap
• Prioritize initiatives based on business impact, technical requirements, and scalability
• Lead a team of approximately 33 professionals across Engineering, QA, and Infrastructure
• Set technical standards and ensure effective team performance
• Manage and mentor 4 team leads
• Structure and prioritize a large technical backlog
• Translate business needs into milestones, priorities, and deliverables
• Oversee development and integration of financial system instances, including Budgeting, Treasury, and Payroll
• Ensure seamless system integration, reliability, scalability, and performance
• Identify development and delivery bottlenecks and implement improvements
• Drive adoption of automation and AI-based solutions
• Establish and maintain QA, development, deployment, and infrastructure processes
• Communicate progress, technical challenges, risks, and dependencies to business stakeholders
• Align engineering priorities with broader business objectives

Deputy Head of Finance Infrastructure

• Contact assigned customer accounts or prospects to sell company products within a designated geography or industry
• Meet personal sales targets and develop new business
• Maintain customer relationships and troubleshoot customer problems
• Analyze and prepare customer acceptance proposals, submit them for approval, and implement decisions
• Prepare offers and facilitate contract execution
• Negotiate financing conditions
• Develop and maintain effective relationships with Sales and Marketing
• Collect and ensure the quality of client documents for credit files and support file archiving
• Obtain financing applications and anti-money laundering documentation
• Manage the assigned customer portfolio and act as the company interface for clients
• Respond to client requests, including invoice explanations, rescheduling negotiations, delivery preparation, and contact with external partners
• Collaborate with the insurance representative to facilitate insurance policy conclusion
• Develop and introduce new products and services
• Maintain relationships with strategic financing partners and regional suppliers
• Prepare monthly reports and provide audit support
• Verify client-declared data through company registers, electronic archives, money laundering checks, and international sanctions screening
• Conduct annual client reviews and update client data

Financial Representative

• Contact assigned customer accounts or prospects to sell company products within a designated geography or industry
• Meet personal sales targets and develop new business
• Maintain customer relationships and troubleshoot customer problems
• Analyze and prepare customer acceptance proposals, submit them for approval, and implement decisions
• Prepare offers and facilitate contract execution
• Negotiate financing conditions
• Develop and maintain working relationships with Sales and Marketing
• Ensure collection and quality of client documents for credit files and support archiving
• Obtain financing applications and anti-money-laundering documentation
• Manage the assigned customer portfolio and act as interface with assigned clients
• Respond to client requests, including invoice explanations, rescheduling negotiations, delivery preparation, and contact with external partners
• Collaborate with the insurance representative to facilitate insurance policy conclusion
• Develop and introduce new products and services
• Maintain relationships with strategic financing partners and regional suppliers
• Prepare monthly reports and support audits
• Verify client-declared data, company registers, money-laundering checks, and international sanctions screening
• Conduct annual client reviews and update client data