Associate - Financial Planning & Analysis (FP&A)

Overview

This role is for an Associate in Financial Planning & Analysis (FP&A). Reporting to the Chief Financial Officer (CFO), you will translate financial and operational data into actionable insights, develop self-service analytics capabilities, and partner across the organization to support predictive, forward-looking decision-making. You will also be hands-on with core FP&A cycles as the finance function scales.

Responsibilities

Insight Generation & Strategic Analysis

• Conduct deep-dive analyses into business performance, customer behavior, and operational efficiency to surface trends, anomalies, and opportunities.
• Develop predictive models and scenario analyses to anticipate future business needs.
• Transform complex datasets into clear visualizations and narratives for diverse audiences.

Financial Planning, Forecasting & Reporting

• Support the core FP&A cycle across the annual budget, P&L and cash forecasting, variance analysis, headcount and compensation planning, and board/executive reporting packs.
• Consolidate and reconcile data from multiple systems (FP&A platforms, accounting systems, CRM, operational databases) to ensure reporting and forecasting actuals integrity.

Cross-Functional Partnership & Decision Enablement

• Partner with senior leadership to identify key business questions, design analytical frameworks, and deliver findings that influence executive decisions.
• Ensure seamless integration between financial models and analytical insights to provide a unified view of business performance.
• Advise key leaders across sales, operations, product, and marketing with data-driven recommendations that shape resource allocation and strategic initiatives.

Automation & Continuous Improvement

• Identify opportunities to automate recurring reporting processes across finance and sales analytics; build automated reporting solutions to reduce manual effort and accelerate insight delivery.
• Build repeatable analytical frameworks to increase organizational bandwidth and reduce reliance on ad hoc data pulls.
• Leverage AI tools to accelerate insight generation, automate recurring analytical tasks, and improve the quality and speed of financial modeling and reporting.
• Continuously improve systems utilization to unlock greater value from existing technology investments.
• Evaluate and implement scalable reporting tools and dashboards that provide real-time visibility into business performance and trends.

Data-Driven Culture & Capability Building

• Champion a data-first mindset across the organization, ensuring proper data treatment and enabling teams to use analytics in day-to-day decisions and strategic planning.

Requirements

• 4–8 years of progressive experience in FP&A, financial data analytics, or business intelligence, with demonstrated success translating data into business impact.
• Intellectual curiosity and a willingness to bring a point of view and carry through new ideas.
• Hands-on technical expertise with a “builder” mentality: able to design solutions from scratch, troubleshoot issues, and deliver results in ambiguous environments.
• Ability to actively leverage AI tools (LLMs, AI-assisted coding, analytics copilots) as a core part of the toolkit.
• Excellent communication skills, including translating technical findings into strategic recommendations for diverse audiences.
• Entrepreneurial mindset with passion for experimentation, continuous learning, and pushing what’s possible with data.
• Strong collaboration across finance, sales, operations, and technology teams.
• Bachelor’s degree in Economics, Finance, Data Science, Statistics, Mathematics, or related field preferred.

Compensation & Benefits

• Competitive compensation package including base salary, performance-related bonuses, and equity participation.
• Equity for all employees.
• Employee benefits designed to support employees and their loved ones.

Location

• Work from anywhere approach (globally distributed colleagues and clients).