Financial Planning Analyst

Overview

This role is part of a financial innovation platform that helps digital brands, financial institutions, and fintechs launch consumer products faster. The organization provides credit and identity monitoring tools, privacy protection, and a financial ads marketplace through embeddable widgets and an API.

The organization is remote-first and is seeking an FP&A Analyst to support financial planning, forecasting, strategic analysis, and operational decision-making across a high-growth fintech business. This position reports to the CFO and partners with Finance, Accounting, Corporate Development, and executive leadership.

Responsibilities

• Own financial modeling, forecasting, budgeting, variance analysis, and reporting across multiple business lines and strategic initiatives.
• Partner with Accounting and leadership teams to deliver accurate monthly close analysis, board-ready reporting, and actionable business insights.
• Support M&A activity through due diligence, integration modeling, synergy tracking, and ROI analysis.
• Build KPI dashboards, sensitivity analysis, and operational reporting to improve visibility into revenue, margins, and operating profit.
• Use AI tools as part of day-to-day work to think, build, and ship faster.

Requirements

• 4+ years of experience in FP&A through any combination of strategic finance, corporate finance, corporate development, or investment banking.
• Strong financial modeling, forecasting, and analytical skills with exceptional attention to detail.
• Deep proficiency with Microsoft Excel (experience with Google Sheets is helpful for collaboration, but Excel proficiency is required).
• Ability to translate complex financial and operational data into clear recommendations for both finance and non-finance stakeholders.
• Comfort with fast-moving, high-accountability environments where priorities shift quickly and executive visibility is high.
• Advanced proficiency and comfort working with large datasets, internal and third-party reporting systems, and business intelligence tools.
• Strong comfort with numbers and mental calculations.
• Instinctively uses AI to accelerate work.

Preferred Qualifications

• Experience working with high-growth VC-backed SaaS and/or supporting operations through rapid growth and evolving complexity.

Compensation & Benefits

• Base salary: $120,000+ (depending on experience).
• Full medical, dental, and vision coverage (100% of premiums for full-time employees; 70% for dependents)
• Unlimited PTO and sick leave + 14 company holidays
• 401(k) plan with 100% match up to 4% with immediate vesting
• Generous and competitive parental leave for all parents
• $1,000 desk setup subsidy for a remote office setup
• $100/month to subsidize wifi/cell phone expenses
• Summer Fridays (half-day Fridays), typically from late May to end of August
• Work anniversary kits
• Commuter benefits for those who choose to work in New York City or San Francisco office spaces

Expected Interview Process

• Recruiter conversation
• Hiring manager interview
• Loop round: meet the team and CFO final round

Equal Opportunity

The organization is an equal opportunity workplace and is committed to providing equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Reasonable accommodations are provided to qualified applicants—if an accommodation is needed to participate in the application or interview process, request it through the organization’s talent team.