Overview
This role supports a fast-growing organization’s FP&A needs. The position focuses on building durable financial planning systems, automating recurring analysis, and delivering timely, conclusion-first insights to executives and the board.
Responsibilities
- Own and evolve core operating models, including scenario and sensitivity analysis that shapes planning cycles.
- Lead budgeting and forecasting; own forecast accuracy as a key success measure.
- Deliver monthly reporting packages for the executive team and board—on time, accurate, and conclusion-first.
- Build and maintain KPI dashboards and performance metrics used to run the business.
- Support monthly and quarterly close with variance analysis that surfaces trends, risks, and opportunities early.
- Act as a strategic thought partner to cross-functional leaders, turning business questions into actionable answers.
- Partner with BI and data engineering teams to automate recurring analysis into governed, scalable systems.
- Use AI tools to accelerate personal output and raise the analytical bar across finance.
Requirements
- 5+ years of experience in FP&A, investment banking, consulting, or equity research.
- SaaS or technology experience strongly preferred.
- Demonstrated track record of owning modeling and forecasting end to end with minimal oversight.
- Advanced financial modeling skills.
- Experience with planning software (e.g., Abacum, Adaptive Insights, Anaplan) and BI tools (e.g., Tableau, Power BI).
- Fluency with modern AI tools (e.g., Claude, ChatGPT).
- Clear, conclusion-first communication in writing and when presenting to executives and the board.
- Self-directed, adaptable approach; able to move quickly, pivot when priorities shift, and identify gaps proactively.
- High integrity, strong sense of urgency, and results orientation.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Preferred Qualifications
- Experience integrating AI tooling into finance workflows.
- Experience working in a lean environment with high autonomy and ambiguity.
Compensation & Benefits
- Salary range: $130,000 - $160,000.
- Equity options eligibility.
- Competitive salary and benefits.
Location
- Remote (role is listed as #LI-Remote).