Associate - Financial Planning & Analysis (FP&A)

Overview

This full-time Associate – Financial Planning & Analysis (FP&A) role is based in the US and reports to the Chief Financial Officer (CFO). The position focuses on translating financial and operational data into actionable insights, building self-service analytics capabilities, and supporting core FP&A cycles.

Responsibilities

Insight Generation & Strategic Analysis

• Conduct deep-dive analyses into business performance, customer behavior, and operational efficiency to identify trends, anomalies, and opportunities.
• Develop predictive models and scenario analyses to anticipate future business needs and enable proactive decision-making.
• Create clear, compelling visualizations and narratives that make insights accessible and actionable for diverse audiences.

Financial Planning, Forecasting & Reporting

• Support the core FP&A cycle, including 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 the 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 decision-making.
• Collaborate across the organization to integrate financial models with analytical insights for 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 to provide real-time visibility into business performance and trends.

Data-Driven Culture & Capability Building

• Promote a data-first mindset across the organization by ensuring proper data treatment and empowering 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 the ability to bring a point of view to discussions and carry new ideas through to completion.
• Strong hands-on technical expertise with a builder mentality: 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, with the ability to translate technical findings into strategic recommendations for diverse audiences.
• Entrepreneurial mindset focused on experimentation, continuous learning, and pushing the boundaries of what data can enable.
• Strong collaboration skills 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 packages including base salary, performance-related bonuses, and equity participation.
• Equity is provided to employees.
• Employee benefits designed to support employees and their loved ones.

Location

• US

Equal Opportunity

• Equal opportunity employer committed to diversity and an inclusive environment.