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, build self-service analytics capabilities, and support core FP&A cycles. The position involves moving beyond retrospective reporting toward predictive, forward-looking intelligence while partnering cross-functionally to uncover opportunities that drive growth and efficiency.

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 and support proactive decision-making.
• Transform complex datasets into clear visualizations and narratives that make insights accessible 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), ensuring integrity of actuals used in reporting and forecasts.

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 create a unified view of business performance.
• Serve as a trusted advisor to leaders across sales, operations, product, and marketing, delivering data-driven recommendations that shape resource allocation and strategic initiatives.

Automation & Continuous Improvement

• Identify opportunities to automate recurring reporting across finance and sales analytics; build automated reporting solutions to reduce manual effort and accelerate delivery of insights.
• Build repeatable analytical frameworks that 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 for real-time visibility into performance and trends.

Data-Driven Culture & Capability Building

• Champion a data-first mindset across the organization, ensuring proper data treatment and empowering teams to use analytics in day-to-day decision-making 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 the ability to bring a genuine point of view to conversations while introducing and carrying 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.
• Active use of 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 the boundaries of what data can enable.
• 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 is offered to employees.
• Employee benefits designed to support employees and their loved ones.

Location

• US

Equal Opportunity

• Equal opportunity employer committed to building an inclusive environment for all employees.