Senior Financial Analyst, FP&A

Worth AI is a leading computer AI software company, and they are seeking a skilled Senior Financial Analyst to join their team. This role involves driving financial planning, forecasting, and analytical initiatives that support company growth and operational decision-making, while partnering with executive leadership.

Responsibilities:

• Lead the development of the annual operating plan, monthly forecasts, and long-range financial planning processes
• Prepare and deliver monthly financial reporting packages, including KPI dashboards, variance analysis, and executive-level summaries
• Own and manage the weekly cash forecasting process, ensuring accurate liquidity planning and visibility for leadership
• Drive monthly and bi-monthly forecasting cycles, identifying trends, risks, and opportunities and presenting insights to senior leadership
• Reconcile client-level data cubes against recognized revenue, investigating and resolving variances
• Serve as a strategic finance partner to departmental leaders, providing financial modeling, business case analysis, and operational insights
• Support board and investor reporting, including preparation of financial materials, presentations, and executive briefings
• Collaborate with Finance leadership on strategic initiatives, including M&A analysis, due diligence, and integration modeling
• Identify opportunities to improve financial processes, reporting automation, and data infrastructure
• Support finance leadership in preparing board presentations, strategic updates, and investor communications
• Partner cross-functionally with Accounting, Data, Product, and Operations teams to ensure alignment between financial planning and operational performance
• Perform other duties and strategic projects as assigned