Financial Planning Analyst

Overview

This role involves supporting financial planning and analysis (FP&A) for a high-growth fintech business that provides credit and identity monitoring tools, privacy protection, and a financial ads marketplace through embeddable widgets and APIs. The organization serves over 500 clients and is navigating rapid growth, acquisitions, and increasing operational complexity.

The FP&A Analyst will report to the CFO and collaborate closely 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 mergers and acquisitions (M&A) activities including due diligence, integration modeling, synergy tracking, and ROI analysis.
• Build KPI dashboards, sensitivity analyses, and operational reporting to improve visibility into revenue, margins, and operating profit.
• Utilize AI tools regularly to enhance efficiency in analysis and reporting.

Requirements

• 4+ years of experience in FP&A or related fields such as strategic finance, corporate finance, corporate development, or investment banking.
• Strong financial modeling, forecasting, and analytical skills with exceptional attention to detail.
• Deep proficiency in Microsoft Excel; familiarity with Google Sheets for collaboration.
• Comfort working with large datasets, internal and third-party reporting systems, and business intelligence tools.
• Ability to translate complex financial and operational data into clear business recommendations for both finance and non-finance stakeholders.
• Experience working in fast-paced, high-accountability environments with shifting priorities and high executive visibility.
• A mindset that embraces AI as a tool to accelerate work.
• Strong numerical aptitude and mental calculation skills.

Compensation & Benefits

• Base salary starting at $120,000+, depending on experience.
• Full medical, dental, and vision insurance with premiums covered 100% for employees and 70% for dependents.
• Unlimited paid time off and sick leave, plus 14 company holidays.
• 401(k) plan with 100% match up to 4%, with immediate vesting.
• Generous parental leave for all parents.
• $1,000 subsidy for remote office setup.
• $100 monthly stipend for wifi/cell phone expenses.
• Summer Fridays (half-day Fridays) typically from late May through August.
• Commuter benefits for employees using New York City or San Francisco office spaces.

Location

Remote-first position with optional office spaces in New York City and San Francisco.

Additional Information

Candidates who meet most but not all qualifications are encouraged to apply. The organization is an equal opportunity employer committed to providing reasonable accommodations during the application and interview process.