Senior Financial Planning & Analysis Analyst

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

📋 Description

• Contribute to the financial planning, forecasting, reporting, and strategic decision-making processes throughout the organization.

• Collaborate with business leaders to drive financial initiatives.

• Develop scalable forecasting and budgeting frameworks.

• Prepare comprehensive management reports.

• Enhance financial visibility as the company expands.

• Aid in the planning and coordination of the annual budget timeline in collaboration with business leaders.

• Create annual budget models grounded in historical financial data, Key Performance Indicators (KPIs), market trends, economic conditions, and company strategies.

• Generate financial projections and serve as a vital business partner in supporting investment and management decisions.

• Construct and maintain financial models to facilitate revenue forecasting, headcount planning, expense management, cash planning, and scenario analysis.

• Prepare monthly reports and analyze key metrics for senior leadership and the Board of Directors.

• Offer insights into actual performance compared to budget and forecast, identifying risks, opportunities, and essential business drivers.

• Assist with headcount planning, including hiring forecasts, compensation modeling, workforce reporting, and departmental expense planning.

• Develop and enhance dashboards, KPI reporting, and financial tools that promote transparency and accountability across the organization.

• Collaborate with the Accounting team during month-end close to ensure precise reporting, accruals, expense classification, and variance explanations.

• Work alongside department leaders in Sales, Marketing, Customer Success, Product, Engineering, IT, HR, and Operations to manage budgets, monitor performance, and provide financial guidance.

⛳️ Requirements

• Bachelor's degree in accounting, finance, or a related field.

• 7-10+ years of progressive experience in accounting and/or finance, ideally in both public accounting and corporate settings.

• Strong analytical skills coupled with meticulous attention to detail and effective problem-solving capabilities.

• Ability to maintain a high level of detail while also understanding the broader strategic perspective.

• Excellent communication skills with the ability to work autonomously as well as collaboratively within a team.

🏝️ Benefits

• A variety of health and medical coverage options.

• Dental and vision insurance.

• Disability and life insurance coverage.

• Monthly medical waiver allowance.

• Remote-first work environment.

• Flexible paid time off, including Summer Fridays.

• Employer-matched 401(k) plan.

• Monthly phone stipend.

• First Stop Health membership benefit.