Strong Excel Skills: Advanced functions, shortcuts, pivot tables, VLOOKUP, macros, and data analysis.
Financial Modeling: Experience in acquisitions, buying businesses, and creating financial models.
US Accounting Practices: Knowledge of US reporting standards (e.g., gross margin, financial statements).
Tech-Savvy: Data analysis in tech environments, marketing/media funnels, and basic coding (Python, SQL).
Tools: QuickBooks, Google Docs, HubSpot (CRM).
Communication Skills: Ability to explain complex concepts clearly (e.g., Excel functions, financial terms).
Key Responsibilities:
Use advanced Excel functions (pivot tables, VLOOKUP, macros) to analyze data, create financial models, and generate reports. Integrate data from systems like HubSpot and marketing funnels.
Build models for forecasting, budgeting, and evaluating acquisitions or business purchases.
Prepare and review financial statements in compliance with US GAAP, focusing on gross margin and profitability metrics.
Utilize QuickBooks for financial tracking, Google Docs for documentation, and HubSpot for CRM-related financial data.
Use basic Python and SQL for data automation and analysis.
Continuously improve financial modeling and reporting processes.
