Senior Financial Operations Analyst

  • Credit Karma
  • San Francisco, CA, USA
  • Mar 25, 2022
Full time Finance

Job Description

The Sr. Financial Operations Analyst will be responsible for developing and maintaining partner programs, reports and analysis for marketing and operations both domestically and internationally. This role will report directly to the Director, Finance Operations.

What the Job Entails

  • Assists the marketing and operations team in developing reports, dashboards and key findings to help drive efficiencies, perform analysis to grow business relations and opportunities both domestically and internationally
  • Works closely with the teams to develop account planning model workbooks
  • Assists in forecasting, revenue and expense modeling using both internal and external data sets
  • Works with account management and operations to develop and maintain reports and dashboards
  • Supports the audit, system documentation and development processes to help drive data integrity and standard operating procedures
  • Works closely with stakeholders to document processes and data elements including relevant stakeholder information
  • Work closely with business partners to review operational processes and identify inefficiencies and opportunities for automation
  • Supports the Marketing and Operations teams in the day to day requests

Our Ideal Candidate

  • Bachelor’s Degree required. Business degree preferred
  • 3+ years of experience with Salesforce or CRM Application preferred
  • Strong analytical mindset
  • Experience with data cleansing and fuzzy matching
  • Strong organizational skills
  • Ability to work on multiple projects at once
  • Strong skills in creating reports, data models and analysis in Excel as well as in CRM
  • Strong knowledge of Microsoft Applications such as Excel, PowerPoint, Outlook
  • Self-starter, intellectually curious and a fast learner