Financial Modeling: Own the mechanics and accuracy of the company’s three-statement financial model with a primary focus on expenses.
Model Integrity: Responsible for the models’ core assumptions, quality, accuracy, and timeliness to ensure reliable forecasting.
Budgeting & Planning: Drive the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.
Key Metric Reporting: Monitor and communicate key performance indicators to executives across the company.
Systems & Implementation: Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability.
Insights & Recommendations: Provide data-driven recommendations to drive growth and efficiency while identifying potential risks and opportunities.
Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable plans.
Process Automation: Take a proactive approach to enhance processes across FP&A, accounting, and business operations.
Scalable Reporting: Partner with business operations to automate analyses and forecasts in BI tools (e.g., Tableau, Looker) to enable real-time reporting for leaders.

Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline
3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company
Ability to work 100% remotely
Extensive financial modeling experience
Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines
Display a high level of curiosity and desire to understand the business at a deep level
Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.

Senior Financial Analyst, FP&A

Key skills