FP&A Specialist

Overview

This role is for an FP&A Specialist with an organization that supports continuous upskilling, feedback, and cross-functional collaboration. The position is Remote and Full-Time.

Responsibilities

• Build and maintain the company’s three-statement financial model, annual budget, and rolling forecasts.
• Prepare monthly budget-versus-actuals and variance analysis with clear, actionable commentary.
• Track and report key business metrics and KPIs through dashboards and management reports.
• Partner with department leaders on headcount planning, spend, and operating plans.
• Prepare board decks, investor updates, and fundraising materials.
• Run scenario analysis and ad hoc modeling to support pricing, hiring, and investment decisions.
• Work with accounting to ensure actuals are clean and consistently mapped for reporting.
• Improve FP&A processes, tools, and automation.

Requirements

• 3+ years of FP&A, corporate finance, or investment banking experience.
• Advanced financial modeling skills in Excel/Google Sheets.
• Strong understanding of the three financial statements and accounting fundamentals.
• Experience with budgeting, forecasting, and variance analysis.
• Ability to turn data into clear insights for executives.
• Excellent written English and presentation skills.

Preferred Qualifications

• Certifications: CFA (any level), CPA, CMA, or FMVA.
• Familiarity with FP&A tools such as Cube, Mosaic, Runway, or Pigment, and BI tools such as Looker or Tableau.
• Experience at a venture-backed startup supporting fundraising and board reporting.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Remote

Equal Opportunity

The organization is committed to creating an inclusive, supportive environment and does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.