Overview
This role serves as a trusted analytical partner to business stakeholders. The position owns core planning and reporting cycles, forecasting, budgeting, month-end close support, and variance analysis. Responsibilities include producing insights that shape resource decisions, working independently on complex analyses, and translating financial data into clear recommendations for non-finance audiences.
Responsibilities
- Own the monthly and quarterly forecasting process for assigned business areas, including OpEx and CapEx, and headcount modeling
- Identify and implement AI-driven efficiencies in financial workflows, using Claude AI to automate repetitive spreadsheet tasks, streamline forecast aggregation, and accelerate variance analysis
- Lead the annual budget cycle for your portfolio: build bottoms-up plans, partner with department owners, and reconcile to top-down targets
- Deliver month-end variance analysis (actuals vs. budget/forecast), identify drivers, and flag risks and opportunities to leadership
- Build and maintain financial models supporting business cases, scenario planning, and investment decisions
- Partner with Accounting on close activities, including accruals, reclasses, and account reconciliations
- Develop recurring management reporting and dashboards; improve accuracy, automation, and cycle time of existing processes
- Present findings and recommendations to finance leadership and business partners in clear, decision-ready terms
- Support ad hoc analyses for executive leadership, including board and investor reporting inputs
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field
- 3–6 years of progressive experience in FP&A, corporate finance, investment banking, consulting, or public accounting
- Advanced Excel skills, including complex modeling, large data sets, sensitivity and scenario analysis
- Working knowledge of financial statements and how the three statements connect
- Experience with an ERP and a planning tool (e.g., NetSuite, SAP, Oracle, Workday Adaptive, Anaplan, Pigment)
- Proven experience or strong focus on using AI-augmented productivity tools (Claude, Gemini, or specialized AI extensions) to optimize financial data analysis, modeling, or reporting workflows
- Strong written and verbal communication; ability to explain financial concepts to non-finance stakeholders
- Demonstrated ability to manage multiple priorities against tight close and planning deadlines
Preferred Qualifications
- MBA, CPA, or CFA (or progress toward)
- AI-forward mindset: openness to experimentation, continuous learning, and adapting to rapidly evolving, AI-augmented corporate environments
- SQL or experience querying data warehouses; familiarity with BI tools (Tableau, Looker, Power BI)
- Experience in industry (e.g., media, technology, advertising)
- Track record of automating or redesigning a recurring finance process
Compensation & Benefits
- Salary range: $72,750.00 - $151,250.00/yr (varies based on location, skills, and experience)
- Incentive compensation opportunities may be available in the form of discretionary annual bonus or commissions
- Comprehensive benefits include healthcare, 401k, backup childcare, education stipends, and additional benefits
Work Arrangement & Equal Opportunity
- Flexible hybrid work options; most roles don’t require regular office attendance, though occasional in-person events or team sessions may be requested with notice
- Equal opportunity employer; all qualified applicants will receive consideration without regard to protected categories, consistent with applicable law
- Accessibility assistance and reasonable accommodations are available during the application process and employment