Financial Analyst, FP&A

Overview

A fully remote organization specializing in enterprise software solutions is seeking a Financial Analyst, FP&A to join their Finance team. This role reports to the Corporate Controller and works closely with the CFO on strategic initiatives. The position supports financial planning, forecasting, operational analysis, and business decision support across the company.

Responsibilities

• Serve as a trusted advisor to senior management, providing forward-thinking financial insights to accelerate growth, improve operational efficiency, and increase profitability
• Conduct ROI analysis, investment prioritization, scenario planning/modeling, and operational analysis
• Develop and refine management reporting and forecasting models
• Prepare business recommendations based on financial analysis
• Assist in developing regular financial forecasts incorporating current business trends and strategies
• Drive continuous improvement in report and analysis automation
• Independently conduct special studies analyzing complex financial data
• Review and document internal processes, recommending improvements for productivity and cost savings

Requirements

• 5+ years of experience in FP&A, corporate finance, strategic finance, or financial analysis roles
• Strong understanding of finance and accounting principles; SaaS industry experience preferred
• Proficient knowledge of balance sheet, income statement, cash flow, and working capital analysis
• Experience building financial models, forecasts, budgets, and KPI reporting
• Advanced skills in PowerPoint and Excel, including financial modeling and data analysis
• Strong analytical and problem-solving abilities with the capacity to interpret complex financial data
• Excellent written and verbal communication skills with the ability to influence stakeholders
• Ability to manage multiple priorities in a fast-paced environment
• Experience improving reporting automation or finance processes
• Familiarity with financial planning or BI tools such as NetSuite, Power BI, Tableau, or Adaptive Planning
• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field; MBA preferred

Preferred Competencies

• Clear, focused, and concise communication skills
• Experience managing multiple projects simultaneously
• Creative thinking and ability to work collaboratively in a team environment
• Ability to work independently and recommend process improvements
• Professional maturity and experience handling confidential information
• Advanced Excel skills including lookups, Pivot Tables, and Index-Match functions

Compensation & Benefits

• Salary range: $90,000 - $115,000 annually, based on experience and location
• 401(k) match: 200% match on contributions up to the first 5% of salary (total potential match of 10%)
• Medical, dental, and vision coverage with 99% of premiums covered for employees and dependents
• Additional benefits include FSA/HSA, fertility benefits, parental leave, paid time off, volunteer leave, charitable donation matching, tuition reimbursement, gym membership reimbursement, internet stipend, and pet insurance

Location & Work Authorization

This is a fully remote position. Candidates must reside in one of the following U.S. states at the time of hire:

AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY.

Interview Process

1. Assessment: Online assessment focused on financial analysis, problem-solving, and business reasoning.
2. Initial Screen: 20-30 minute conversation with Talent team to discuss background, experience, and career goals.
3. Hiring Manager Interview: Discussion on experience with financial planning, forecasting, reporting, and operational analysis.
4. Team Interview: Collaborative interview with Finance team members focusing on financial modeling, analytical thinking, and business decision support.
5. Cross-Functional and Leadership Conversations: Meetings with Finance leadership and cross-functional stakeholders to assess collaboration, adaptability, and communication.
6. Final Conversation: Optional meeting with the CEO to discuss company mission, culture, and values.

Most interviews are conducted virtually, with occasional in-person or onsite visits depending on role and location.

Equal Opportunity

The organization is an Equal Opportunity Employer committed to equal treatment and opportunity in recruitment and hiring. Applications from women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged.

Additional Information

Artificial intelligence tools may be used to assist in parts of the hiring process, such as reviewing applications and assessing responses. Final hiring decisions are made by humans.