Senior Strategic Financial Analyst

Summary

Cardlytics is an industry-leading purchase intelligence and incentives platform founded in 2008. The Senior Strategic Financial Analyst will be responsible for reporting, forecasting, and analyzing financial aspects of the organization, providing variance analysis, and managing budgets to drive financial results within a high growth environment.

Responsibilities

• Partner with business leaders to develop strategic, long range financial plans and translating complex financial data into actionable insights
• Provide direct support for various business verticals by owning all FP&A business cycles: Completing monthly close, updating quarterly forecasts, managing annual budgets, and assisting in production of monthly Executive reporting package
• Drive monthly actual versus budget reporting & variance analysis: identify drivers and generate executive level commentary
• Manage yearly Capital Expense budget for both software development and physical long-term assets
• Drive process improvements and participate in reporting enhancements with a mindset of continuous improvement
• Collaborate with Accounting on month-end close to ensure accuracy and completeness of expenses, accruals and explanations of variances to plan
• Manage daily financial inquiries, ad hoc reports, and collaborate with other teams on projects and modeling
• Produce business cases for the organization that help foster value-based decision making

Skills

• An undergraduate bachelor's degree in finance, economics or a quantitative discipline from a top institution
• Experience in strategic finance, Investment Banking, Equity Research, or a related field with 2+ years of progressive growth
• Exhibited ability to work cross-functionally and build positive relationships with senior business leaders
• In depth exposure to building and maintaining 3-statement financial and valuation models
• Experience with Ad Tech, integration, and/or SaaS forecasting in a nimble, high growth environment
• Highly detail-oriented, maintaining a high level of integrity, accuracy and precision in your work
• Analytical, inquisitive and tenacious when untangling problems and finding answers
• Able to manage multiple projects simultaneously
• An expert in Microsoft Excel
• Familiarity with or willingness to work within macOS and Google Workspace (Docs, Sheets, Slides)

Qualifications

Must Haves

• An undergraduate bachelor's degree in finance, economics or a quantitative discipline from a top institution
• Experience in strategic finance, Investment Banking, Equity Research, or a related field with 2+ years of progressive growth
• Exhibited ability to work cross-functionally and build positive relationships with senior business leaders
• In depth exposure to building and maintaining 3-statement financial and valuation models
• Experience with Ad Tech, integration, and/or SaaS forecasting in a nimble, high growth environment
• Highly detail-oriented, maintaining a high level of integrity, accuracy and precision in your work
• Analytical, inquisitive and tenacious when untangling problems and finding answers
• Able to manage multiple projects simultaneously
• An expert in Microsoft Excel
• Familiarity with or willingness to work within macOS and Google Workspace (Docs, Sheets, Slides)

Benefits

• Flexible paid time off plus company holidays
• Medical, dental, and vision insurance begins on your first day
• 401(k) retirement plan with company match
• 401(k) plan includes a student loan debt repayment option
• Employee Stock Purchase Plan
• Educational assistance for continuing education
• Lifestyle Spending Account for physical, emotional, and financial wellness (like gym memberships, home down payments, art classes, park passes, and more!)
• Complimentary Calm app subscriptions to support employee mental health and wellbeing