Overview
An established financial technology organization is seeking a Senior Financial Planning and Analysis (FP&A) Analyst to join their team. This is a full-time remote position supporting enterprise-level financial planning, budgeting, forecasting, and management reporting.
The organization operates a leading mortgage securitization platform supporting major government-sponsored enterprises and manages a significant portion of the mortgage-backed securities market.
Responsibilities
- Coordinate with business partner FP&A teams to prepare and validate consolidated planning, budgeting, and forecasting.
- Support the development of planning and forecasting materials.
- Assist the FP&A Manager in creating reporting packages, gathering inputs, validating data accuracy, and providing analytical commentary and performance insights.
- Develop financial models and run scenario analyses under guidance to support decision-making and executive discussions.
- Maintain FP&A systems, execute data uploads and reconciliations, and support system enhancements and process improvements.
- Collaborate with FP&A and accounting teams to consolidate data and ensure accurate financial reporting.
- Support risk management activities within FP&A, including process risk assessment, procedure updates, risk control self-assessments (RCSA), key indicator reporting, and data governance.
Requirements
Education
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- CPA or MBA in Finance preferred.
Experience
- Minimum of 5 years of experience in Financial Planning and Analysis supporting business or technology areas.
- Must be authorized to work in the U.S. without employer sponsorship now or in the future. No H-1B sponsorship is available for this role.
Skills
- Strong knowledge of FP&A processes, financial systems, corporate reporting, and consolidation.
- Project management skills to plan, coordinate, and execute complex financial initiatives and system enhancements.
- Analytical problem-solving abilities using quantitative and qualitative analysis to identify root causes and optimize outcomes.
- Effective executive-level communication skills to present insights, recommendations, and financial implications.
- Proficiency in maintaining and optimizing financial planning and reporting systems.
Compensation & Benefits
- Salary range: $105,000 to $123,500 annually.
- Compensation offers consider qualifications, skills, experience, internal equity, market data, and applicable agreements.
- Competitive total compensation package including performance bonus, 401(k) match, healthcare coverage, paid time off, and other benefits.
Employment Conditions
- Successful candidates must complete a background investigation, which may include a credit check depending on the business area.
Location
- This is a remote position based in the United States.