Financial Planning and Analysis Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and sustain financial models and forecasts from the ground up in Excel for planning, forecasting, and decision-making purposes.

• Assess trends and drivers to clarify current situations and their underlying reasons.

• Review outcomes against plans and expectations, providing clear explanations for any discrepancies.

• Assist in corporate and non-labor expense planning while ensuring forecasts remain up-to-date.

• Take charge of comprehensive financial planning and accounting for technology investments, which includes the capitalization and amortization of internally developed software.

• Analyze three-statement financials and link operational decisions to financial results.

• Present organized findings and elucidate methodologies to stakeholders.

• Collaborate with leaders throughout the organization to facilitate planning discussions.

• Leverage Adaptive, automation, and AI to enhance financial processes.

• Assume responsibility for assigned tasks, ensuring follow-through and escalating unfamiliar issues when necessary.

⛳️ Requirements

• 2 to 3 years of experience in FP&A, finance, accounting, or a related analytical field, or equivalent experience.

• Proficient in Excel and financial modeling, including the ability to create functional models from scratch.

• Fundamental understanding of accounting principles, three-statement financials, and the connections between operational and financial flows.

• Capability to analyze trends and convey findings clearly, supported by evidence.

• Excellent written and verbal communication skills.

• Ability to cultivate trusted relationships and collaborate effectively across teams.

• Comfortable navigating ambiguous or incomplete data.

• Sound judgment regarding the best course of action or when to escalate issues.

• Willingness to embrace AI and technology in financial modeling and analysis.

• Legally authorized to work in the United States without requiring sponsorship.

• Must reside in the United States and have reliable Internet access.

• Full attention is required during scheduled work hours; overlapping work or job stacking is prohibited.

• Must be on camera during training and as needed throughout the workday post-training.

• Preferred: experience with capitalization and amortization of technology costs or internally developed software.

• Preferred: familiarity with Adaptive or similar planning tools, SQL, Tableau, or Power BI.

• Preferred: experience in a startup or rapidly growing environment.

🏝️ Benefits

• Extensive medical, dental, and vision insurance coverage.

• Paid time off.

• 401(k) plan.

• Parental leave.

• Support for career development.

• Structured onboarding process.

• Coaching and feedback opportunities.

• Clear pathways to increased ownership and leadership roles.

• A camera-ready team focused on connection and teamwork support.