Financial Planning & Analysis (FP&A) Analyst

Overview

This role involves supporting a growing finance team by providing financial planning and analysis to help leaders make informed decisions. The position focuses on analyzing financial and operational data, building and maintaining financial models, and delivering clear recommendations based on findings. It offers hands-on experience with opportunities for growth and increased responsibility, including ownership of financial planning and accounting for technology investments.

Responsibilities

• Build and maintain financial models and projections from scratch in Excel to support planning, forecasting, and decision-making.
• Analyze trends and drivers to explain not only what the numbers indicate but also the underlying causes.
• Evaluate results against plans and expectations, clearly and objectively explaining any variances.
• Support corporate and non-labor expense planning, updating forecasts as new information becomes available.
• Manage end-to-end financial planning and accounting for technology investments, including capitalization and amortization of internally developed software.
• Interpret three-statement financials and demonstrate how operating decisions impact financial outcomes.
• Present findings clearly and structure presentations to build trust and understanding among stakeholders.
• Collaborate with leaders across the organization to build strong relationships and support planning discussions.
• Utilize planning tools such as Adaptive, along with automation and AI, to enhance the efficiency and quality of financial work.
• Take ownership of assigned tasks, follow through reliably, and seek assistance when encountering unfamiliar challenges.

Requirements

• 2 to 3 years of experience in financial planning and analysis (FP&A), finance, accounting, or a related analytical discipline, or equivalent experience.
• Strong Excel skills and financial modeling ability, capable of building models from scratch.
• Working knowledge of accounting principles, including three-statement financials and the flow of operating decisions through them.
• Proven ability to analyze trends and communicate findings clearly with supporting evidence to non-technical audiences.
• Excellent written and verbal communication skills, with the ability to build trusted relationships and collaborate effectively across teams.
• Comfort working with ambiguous or incomplete data and sound judgment regarding when to escalate issues.
• Openness to leveraging AI and technology to improve financial modeling, analysis, and daily tasks.
• Must be legally authorized to work in the United States without sponsorship.
• Must work remotely from a location within the United States with consistent internet service.

Preferred Qualifications

• Experience with capitalization and amortization of technology costs or managing the financial flow for internally developed software.
• Familiarity with planning platforms such as Workday Adaptive Planning or similar tools.
• Experience with additional analytical tools beyond spreadsheets, such as SQL, Tableau, or Power BI.
• Previous experience working in a startup or rapidly growing environment.

Compensation & Benefits

• Full-time remote position based in the United States.
• Salary range: $75,000 to $97,500 annually; new hires typically start between $75,000 and $90,000 depending on experience and internal equity.
• Comprehensive medical, dental, and vision coverage.
• Paid time off.
• 401(k) retirement plan.
• Parental leave.
• Career development support and opportunities for growth.

Additional Information

• This role requires full attention during scheduled work hours; outside employment or overlapping work is not permitted during these hours.
• Candidates must be prepared to be on camera during training and as needed during the workday after training.
• The position offers structured onboarding, coaching, and feedback with a clear path toward increased responsibility and leadership opportunities.
• The seniority level may be adjusted during the recruitment process based on candidate skills and experience.
• The hiring process emphasizes authentic communication; candidates are encouraged to respond thoughtfully without using AI assistance during interviews.

Location

• Remote within the United States, requiring consistent internet access.

Equal Opportunity

The organization is committed to diversity and inclusion and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic. Reasonable accommodations are available upon request during the recruitment process.