Senior Strategic Finance Analyst

Overview

A leading purchase intelligence and incentives platform is seeking a Senior Strategic Finance Analyst to join their Financial Planning & Analysis team. This role reports to the VP of Financial Planning & Analysis and involves partnering with business owners to provide reporting, forecasting, and analysis across various organizational units.

Responsibilities

• Develop strategic, long-range financial plans in collaboration with business leaders and translate complex financial data into actionable insights.
• Own all FP&A business cycles for multiple business verticals, including monthly close, quarterly forecasts, annual budgets, and monthly executive reporting.
• Drive monthly actual versus budget reporting and variance analysis, identifying key drivers and preparing executive-level commentary.
• Manage headcount tracking and department expense reporting.
• Oversee the annual Capital Expense budget for software development and physical long-term assets.
• Lead process improvements and participate in reporting enhancements with a focus on continuous improvement.
• Collaborate with Accounting during month-end close to ensure accuracy and completeness of expenses, accruals, and variance explanations.
• Handle daily financial inquiries, produce ad hoc reports, and collaborate on projects and financial modeling.
• Create business cases to support value-based decision making within the organization.

Requirements

• Bachelor’s degree in finance, economics, or a quantitative discipline from a top institution.
• Minimum of 2 years of progressive experience in strategic finance, investment banking, equity research, consulting, or related fields.
• Proven ability to work cross-functionally and build positive relationships with senior business leaders.
• Experience building and maintaining three-statement financial and valuation models.
• Familiarity with Ad Tech, integration, and/or SaaS forecasting in a fast-paced, high-growth environment.
• Highly detail-oriented with strong integrity, accuracy, and precision in work.
• Analytical, inquisitive, and persistent problem solver.
• Ability to manage multiple projects simultaneously.
• Expert proficiency in Microsoft Excel.

Technical Environment

• Primary use of macOS and Google Workspace (Docs, Sheets, Slides).
• Support for both macOS and Windows platforms.
• Willingness to work within this technical environment is required.

Location

This is a remote position with a preference for candidates located near the Atlanta Metro area or Charlotte, NC.

Compensation & Benefits

• Flexible paid time off plus company holidays.
• Medical, dental, and vision insurance starting on the first day.
• 401(k) retirement plan with company match, including a student loan debt repayment option.
• Employee Stock Purchase Plan.
• Educational assistance for continuing education.
• Lifestyle Spending Account for physical, emotional, and financial wellness (e.g., gym memberships, home down payments, art classes, park passes).
• Complimentary subscriptions to a mental health and wellbeing app.

Equal Opportunity

The organization is committed to diversity, equity, and inclusion. All qualified applicants are encouraged to apply. Accommodations are available upon request during the recruiting process for candidates with disabilities.