Key skills
ERPPythonSQLAIAnalyticsLeadershipStrategic PlanningBudgetingCommunicationPresentation Skills
About this role
Role Overview
- Lead comprehensive financial forecasting, including daily revenue forecasts, weekly cash forecasts, full P&L modeling, and long-range planning.
- Quarterback the Company’s budget administration, collaborating with cross-functional teams to gather relevant inputs and assumptions.
- Partner with executive leaders to support decision-making and strategic planning through robust financial insights.
- Analyze key financial and operational metrics to identify trends, risks, and opportunities. Translate findings into actionable recommendations.
- Prepare ad hoc and ongoing reporting across a range of audiences, including internal teams, executives, and investors.
- Manage and prioritize the FP&A team’s workflow to align with key organizational goals and deadlines.
- Develop and maintain scalable processes for budgeting, forecasting, and performance analysis.
- Drive automation in team workflow, with support of data and AI resources.
- Scale financial operations by supporting implementation and administration of critical systems & processes (EPM, ERP, etc).
- Partner with the Accounting team to ensure efficient and accurate reporting.
- Manage and mentor the FP&A team, starting with a direct report of a Senior Analyst. Provide guidance, support, and opportunities for professional growth.
- Build the foundation for expanding the FP&A team’s scope of responsibilities as the organization scales.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field (MBA or CFA is a plus).
- 6+ years of progressive FP&A experience, with a proven track record in high-growth or startup environments.
- Advanced proficiency in financial software and tools (e.g., Excel, EPM and ERP systems, Quickbooks).
- Strong communication and presentation skills, with experience interacting with executive leadership and cross-functional teams.
- Experience in data analytics, including SQL and Python, is highly desired.
- Experience managing and developing direct reports preferred.
- Experience in implementation and administration of EPM and ERP systems is a plus.
Tech Stack
- ERP
- Python
- SQL
Benefits
- Comprehensive health benefits to fit your needs with base medical plan covered at 100% with optional premium buy up plans.
- 401K
- Unlimited Paid Time Off.
- Paid Maternity/Paternity and reproductive care leave.
- Gifts on your birthday & anniversary.
- Opportunity for domestic travel, including for regional team building events.
- Stipends for home office setup, continuing education, and monthly wellness.