Financial Analyst
LOOKING FOR:
Permanent
YEARS OF EXPERIENCE:
16
EXPERTISE:
Financial data analysis and go-to-market strategy

Steven

Relevant Skills

Delivering business intelligence and ad-hoc analysis, Developing FP&A data pipelines and reporting tools, Building and presenting the business financial model

Expertise Summary
  • Steven is an MBA with 16 years of combined financial data analysis experience as a business consultant and product manager in financial services with advanced technical skills in modern business intelligence tools (SQL, Excel, Access, Tableau, etc.).
  • Steven is currently a Financial Analyst and go-to-market strategist at a well-known vertically integrated cannabis company.
    • He delivers business intelligence and ad-hoc analysis to the C-suite using various internal and external data sources that led to actionable insights and strategic recommendations.
  • For 5 years, Steven provided FP&A consulting solutions to financial advisory businesses with $2M to $10M in revenue.
    • Additionally, he also developed FP&A data pipelines and reporting tools to improve financial performance–he developed the following:
      • An operational scale & capacity tool measuring business profitability and productivity combining income statement and labor cost-driver analysis data
      • A business analytics tool adopted by 1,800+ advisors to compare P&L and headcount productivity benchmarks to industry peer groups
  • At a CBD eCommerce company, Steven built and presented the business financial model, including the projected revenues, product demand forecast, capital requirements, break-even analysis, P&L summary, and KPI dashboard to the CEO, CMO, and cross-functional stakeholders.
    • From KPI metric analysis, he made recommendations that improved the CAC: LTV ratio from 1:1 to 6:1 during Q1 of 2021.
  • Steven developed a Bayesian predictive data model and product recommendation algorithms that led to an increase in average order value from ~$45 to ~$65 for a CBD company.
    • Furthermore, he was responsible for all financial reporting and is well-versed in 280E tax codes and GAAP principles.

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