FP&A Analyst

Overview

An AI-powered platform specializing in real estate and construction finance is seeking an entry-level FP&A Analyst to join their Finance team. The platform manages over $300 billion in annual capital for more than 340 lenders, including many top U.S. banks. The FP&A team provides financial intelligence through forecasting, modeling, and analysis to support executive decision-making and business growth across multiple SaaS product segments.

Responsibilities

• Support preparation of monthly financial reports, variance analyses, and management reporting packages.
• Assist in maintaining and updating financial models, budgets, and forecasts using standard templates and processes.
• Extract and organize data from financial systems such as NetSuite, Planful, and Salesforce to support analysis and reporting.
• Conduct research and build basic analyses to answer defined business questions under senior team guidance.
• Participate in monthly and quarterly financial close processes, supporting consolidation and reporting tasks.
• Maintain and update key financial schedules, KPI trackers, and dashboards.
• Support special finance projects and ad hoc analyses as assigned.
• Utilize AI tools to accelerate data organization, report preparation, and analytical documentation.

Requirements

• 0–2 years of experience in finance, accounting, or analytics; recent graduates with relevant internships are encouraged to apply.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proficiency in Excel with strong attention to detail and accuracy.
• Clear written and verbal communication skills, able to present financial data effectively.
• Curiosity and eagerness to learn SaaS business models and how financial decisions impact growth.
• Experience with NetSuite, Salesforce, or financial planning tools (Planful, Adaptive, Anaplan) is a plus.

Preferred Qualifications

• Ability to proactively identify data quality issues and analytical questions.
• Demonstrated initiative and reliability in maintaining financial data and models.
• Familiarity with AI tools to enhance productivity and decision-making.

Compensation & Benefits

• Salary range: $69,000 - $79,000 USD per year, reflecting full proficiency levels and upward mobility.
• Equity in the form of stock options.
• Comprehensive medical, dental, and vision insurance.
• Unlimited paid time off (U.S. only).
• 401(k) plan with employer match and expedited vesting (U.S. only).
• Learning grant program to support professional development.

Location & Travel

• Remote position.
• Remote employees are expected to travel to Nashville or a designated company location at least twice a year for company gatherings.
• Additional travel may be required based on role and business needs.

Equal Opportunity & Accommodations

The organization is committed to building a safe, inclusive workplace and recruits, hires, and promotes without bias based on legally protected characteristics. Reasonable accommodations are provided for qualified individuals with disabilities during the application process upon request.