Financial Analyst, FP&A

Overview

This role supports financial planning, analysis, and decision-making processes, with a focus on budgeting, forecasting, variance analysis, and scenario modeling.

Responsibilities

• Lead the preparation, analysis, and maintenance of detailed financial models and forecasts to inform business decisions.
• Perform regular variance analysis and provide insights into budget versus actual results, identifying trends, risks, and opportunities.
• Develop and maintain dynamic scenario models to assess the financial impact of various business strategies and decisions.
• Leverage advanced Excel/Google Sheets and ChatGPT to automate and simplify complex reporting processes, improving efficiency and accuracy.
• Serve as a trusted financial partner to business units by collaborating with cross-functional teams to understand financial needs and deliver actionable insights.
• Prepare clear, concise, and insightful financial commentary to explain variances, trends, and forecasts to stakeholders at all levels.
• Apply knowledge of accounting principles to ensure the integrity of financial reporting and support closing processes.
• Perform additional duties as assigned.

Requirements

• 3+ years of experience in financial analysis, preferably in a tech, robotics, or fast-paced environment.
• Proficiency in advanced Google Sheets and Excel, including the ability to create and manipulate complex financial models.
• Strong knowledge of budgeting, forecasting, variance analysis, and financial reporting.
• Comfort using emerging productivity tools (e.g., ChatGPT, scripting, workflow automation) to enhance efficiency.
• Strong business acumen and the ability to communicate financial information effectively to non-financial stakeholders.
• Knowledge of accounting principles and a solid understanding of financial statements.
• Excellent problem-solving, analytical, and communication skills.

Preferred Qualifications

• Experience with scenario modeling and financial forecasting tools, as well as ERP tools like NetSuite.
• Experience implementing FP&A planning tools (Planful, Pigment, Anaplan, Adaptive) is a plus.

Compensation & Benefits

• Not specified.

Location

• Los Angeles, Miami, Dallas, Atlanta, and Chicago.

Additional Information

• Travel required 2-4 times per year for around 4-5 business days each time.