FP&A Analyst - Budgeting & Forecasting

Overview

An organization is seeking an experienced Financial Planning and Analysis (FP&A) Analyst to support financial planning and analysis efforts with a focus on budgeting and transactional matters. This remote position based in the San Francisco Bay Area involves working closely with various departments to create and maintain budgeting templates and ensure accurate, accessible financial data. The role primarily utilizes Google Sheets and Excel for financial modeling, budgeting, and reporting.

Responsibilities

• Develop, maintain, and analyze annual budgets and periodic forecasts aligned with business objectives
• Manage project budgeting and forecasting, integrating with spend management platforms and ERPs
• Collaborate with department leaders to understand financial needs and ensure accurate budget allocations
• Monitor budget performance and provide variance analyses
• Perform monthly flux analysis (budget vs. actuals) and create rolling forecasts reflecting business strategy changes
• Support preparation and review of financial transactions ensuring compliance with accounting standards and internal policies
• Use ZIP or similar tools to ensure business compliance within set budgets by project type
• Analyze and resolve transactional discrepancies in coordination with the accounting team
• Conduct detailed financial analysis to identify trends, risks, and cost-saving opportunities
• Develop and maintain financial models, dashboards, and reports tracking key financial metrics and KPIs
• Perform weekly cash modeling and analyze key cost drivers
• Partner with sales, marketing, operations, and other teams to provide financial insights supporting business decisions
• Build and maintain relationships with stakeholders to understand business needs and provide tailored financial guidance
• Prepare financial reports and statements for external stakeholders including investors, auditors, and regulatory bodies
• Ensure compliance with financial regulations and standards in external reporting
• Support month-end and year-end closing processes
• Identify and implement process improvements in budgeting, forecasting, and transactional workflows
• Support special projects and analyses as needed, providing financial expertise

Requirements

• Bachelor’s degree in Finance, Accounting, or related field
• Minimum 3 years of experience in financial planning and analysis, preferably in a fast-paced environment
• Strong understanding of financial concepts including GAAP and financial modeling
• Advanced proficiency in Excel and Google Sheets, including complex formulas and data visualization
• Experience with financial modeling techniques such as three-statement modeling, free cash flow forecasting, and scenario planning
• Knowledge of financial planning and analysis best practices including financial reporting, budgeting, fundraising, and forecasting
• Excellent communication and presentation skills, able to convey financial information to non-financial stakeholders
• Strong analytical and problem-solving skills with attention to detail and organizational ability
• Ability to manage multiple projects and meet deadlines in a fast-paced environment

Preferred Qualifications

• MBA or advanced degree in Finance, Accounting, or related field
• Experience in technology companies, especially in Hardware or Artificial Intelligence sectors
• Experience working in startup environments and scaling teams
• Technical accounting background including financial reporting, accounting standards, and regulatory requirements (e.g., GAAP, IFRS, SOX)
• Professional certifications such as CFA or CPA

Compensation & Benefits

• Competitive base salary range: $105,300–$189,600 (U.S. based, varies by location, skills, qualifications, and experience)
• Comprehensive compensation package including equity and benefits
• Quarterly bonus program currently offered as an interim alternative to equity
• Plans to introduce long-term incentive programs in the near future
• Robust suite of employee benefits

Location & Compliance

• This is a remote position based in the San Francisco Bay Area
• Candidates must meet U.S. export control laws and regulations requirements, qualifying as U.S. Persons for export control purposes (e.g., U.S. citizen, lawful permanent resident, protected individual) or be eligible for an applicable export license

If you meet the qualifications and are interested in this opportunity, applications are welcome.