Financial Analyst, FP&A

Overview

A growing software and electronic payments company is seeking a Financial Analyst to join their Finance team. This role offers an opportunity to build a strong foundation in Financial Planning & Analysis (FP&A) while gaining broad exposure to business planning, reporting, and performance management.

Responsibilities

• Support forecasts, budgets, reports, and variance analysis across revenue, expenses, and cash
• Lead recurring monthly meetings for assigned departments and translate business activity into forecast updates and variance analysis
• Maintain data quality through the monthly close and reporting cycle, including updating financial models and recurring reports with actuals
• Support executive reporting and perform ad hoc financial analysis
• Assist with the annual budget process by building and maintaining planning templates, partnering with stakeholders, and analyzing historical trends
• Contribute to improvements in FP&A systems, workflows, and reporting processes, including leveraging AI tools

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field
• 2–4 years of experience in FP&A, accounting, finance, or a similar analytical role
• Strong skills in Excel and Google Sheets, including working with large datasets, formulas, and summary reporting
• Experience with financial modeling, financial reporting, or planning support
• Strong attention to detail and organizational skills with the ability to manage multiple deadlines
• Clear written and verbal communication skills
• Collaborative mindset with strong follow-through and eagerness to learn from teammates and business partners
• Curiosity and a desire to improve recurring work over time

Preferred Qualifications

• Experience contributing to process improvements in FP&A workflows and reporting
• Familiarity with AI tools to support financial analysis and reporting

Compensation & Benefits

• Expected salary range: $70,000 – $90,000 per year
• Minimal travel required (1-2 weeks per year for on-site meetings)

Location

• Not specified

This role provides broad exposure to how FP&A supports decision-making across the business, with meaningful ownership of recurring processes and clear growth potential into broader planning, reporting, and business-partnering responsibilities over time.