Financial Lead - Revenue

Experian Group; New York (NY); Remote; USD 100,000 - 140,000; Full time

Job summary

A leading company in data services seeks an experienced Team Leader for its FP&A team based in Costa Rica. This role is pivotal for managing revenue reporting and financial planning while collaborating with senior leaders across North America Financial Services. Ideal candidates should possess a bachelor's degree and over 8 years of finance experience, along with strong analytical and presentation skills.

Benefits

Medical, life and dental insurance

Flex Work/Work from home

Paid time off

Education Reimbursement

Annual Performance Bonus

Qualifications

• 8+ years of progressive finance experience, including month-end processes.
• Experience in financial reporting, account reconciliation, and P&L analysis.
• Advanced English level required; can perform complex Excel functions.

Responsibilities

• Own FP&A processes such as month-end closing and monthly forecasting.
• Analyze product financial data to improve reporting and forecasting accuracy.
• Lead a team of 3-6 individuals, ensuring goal accomplishment.

Skills

Analytical Proficiency

Customer Service Skills

Presentation Competence

Forecasting

Reporting and Modelling

Education

Bachelor's degree in Finance, Economics, Accounting or a related field

Tools

Excel

Tableau

Oracle

Salesforce

Hyperion Planning/Essbase

Job description

FP&A Team in Costa Rica is looking for a Team Leader to manage a team in Costa Rica and support North America Financial Services & Data (FSD) – Commercial Finance, a primary business at Experian. This is a critical role with high exposure to senior leaders across the organization. Additionally, you will collaborate with finance and the broader business teams across the business to lead unified success of FSD growth projects alongside traditional FP&A deliverables.

You will emphasize managing an internal team and manage revenue reporting and planning along with supporting ad hoc projects for the Commercial Finance business, part of FSD. You will report directly to the Costa Rica Manager, while working with FSD Finance Director and the FSD-Commercial Finance Manager. This is an individual contributor role.

Main Responsibilities

• FP&A: Own FP&A processes (revenue emphasis) such as month-end closing, support monthly forecasting, and collaborate with FSD - Commercial Finance Manager on annual Budgeting and Long-Range Planning. Provide ad hoc financial analysis/support.
• Collaboration: Partner with senior leaders in product, sales, strategic pricing, billing, and other teams to evaluate opportunities and to support revenue reporting/forecasting.
• Enhance Insights/Analytics: Analyze product financial data and partner with product and sales leaders to identify enhanced reporting dashboards to create enhanced insights/improve forecasting and reporting accuracy and processes (e.g. applying Salesforce, Tableau).
• Continuous Improvement: Identify opportunities for improvement in revenue analysis and reporting processes, promote process improvements, and standardize financial reporting and analysis models.
• Leadership: Lead teams of 3-6 individuals supporting multiple teams throughout the P&L. Overseeing Day to day of their deliverables. Set right Indicators to measure accomplishment.

About Experian

Experian is a global company in data services, helping organizations and consumers manage risk and make informed decisions. We empower individuals and businesses at important life moments, from purchasing a home to expanding customer bases. With over 125 years of experience, we specialize in data gathering, analysis, and fraud prevention. Our 21,700 employees across 30 countries are dedicated to innovation and creating opportunities for a better tomorrow. Recently ranked the fifth-best company to work for in Costa Rica, we prioritize inclusive culture, employee well-being, and career development. Join us at www.experian.com/careers to be part of our team.

Experience and Skills

• Educational Background: Bachelor's degree in finance, Economics, Accounting, or a related field.
• Professional Experience: 8+ years of progressive finance experience, including month-end processes, forecasting, reporting modeling, GL and budget management. Experienced in supporting finance professionals with customer service skills.
• Analytical and Accounting Proficiency: Experience in financial reporting, account reconciliation, working in large datasets, and P&L analysis with knowledge of accounting principles.
• Presentation Competence: Experience communicating analytical findings for a range of different audiences being able to work with all organizational levels, including senior leaders.
• Advanced English level and
• Proficiency in Excel (can perform complex functions) and familiar with financial systems and tools such as Oracle, OBIEE, Tableau, Salesforce, Hyperion Planning/Essbase and SmartView.
• Note: Availability to support US Pacific Time zone business hours.

Additional Information

• Benefits/Perks:

Our benefits include: Medical, life and dental insurance, Asociacion Solidarista, International Share Save Plan, Flex Work/Work from home, Paid time off, Annual Performance Bonus, Education Reimbursement, Family Bonding, Bereavement Leave, Referral Program, and more.

• This is a fully remote job opportunity. #LI-Remote

Our uniqueness is that we celebrate yours. Experian's culture and people are important differentiators. We take our people agenda very seriously and focus on what matters; DEI, work/life balance, development, authenticity, engagement, collaboration, wellness, reward & recognition, volunteering... the list goes on. Experian's people first approach is award-winning; Great Place To Work in 24 countries, FORTUNE Best Companies to work and Glassdoor Best Places to Work (globally 4.4 Stars) to name a few. Check out Experian Life on social or our Careers Site to understand why.

Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.