Financial Planning and Analysis – FP&a – Analyst – Budgeting & Transactions

Financial Planning and Analysis – FP&a – Analyst – Budgeting & Transactions

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field
• Strong understanding of financial concepts, including GAAP and financial modeling
• 3+ years of experience in financial planning and analysis, preferably in a fast-paced and dynamic environment
• Advanced proficiency in Excel and Google Sheets, including experience with complex formulas and data visualization
• Ability to work in a fast-paced environment and meet deadlines
• High attention to detail and strong organizational skills
• Experience with financial modeling techniques, such as 3 statement modeling, FCF forecasting, and scenario planning
• Knowledge of financial planning and analysis best practices, including financial reporting, budgeting, fundraising, and forecasting
• Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders
• Strong analytical and problem-solving skills, with the ability to work with complex financial data

Responsibilities

• Develop, maintain, and analyze annual budgets and periodic forecasts to align with business objectives
• Project code budgeting and forecasting, including integration into spend management platforms & ERPs
• Collaborate with department leaders to understand financial needs and priorities, ensuring accurate budget allocations
• Monitor budget performance and provide variance analyses to identify areas for improvement
• Perform monthly flux analysis, or ‘budget vs. actuals’ to align on how the business is performing against our budget & create new rolling forecasts to account for changes in business strategy
• Support the preparation and review of financial transactions, ensuring compliance with accounting standards and internal policies
• Experience using ZIP to ensure business compliance within a set budget by project type
• Analyze and resolve transactional discrepancies, working closely with the accounting team to ensure accurate financial records
• Perform detailed financial analysis to identify trends, risks, and opportunities for cost savings
• Develop and maintain financial models, dashboards, and reports to track key financial metrics and KPIs
• Weekly cash modeling, understanding key cost drivers of the business
• Partner with sales, marketing, operations, and other teams to provide financial insights and support business decisions
• Develop and maintain relationships with stakeholders to understand business needs and provide tailored financial guidance
• Prepare financial reports and statements for external stakeholders, including investors, auditors, and regulatory bodies
• Ensure compliance with financial regulations and standards in all external reporting
• Support the month-end and year-end closing processes
• Identify areas for process improvements in budgeting, forecasting, and transactional workflows
• Implement efficiencies to enhance the overall financial planning and analysis function
• Support special projects and analyses as needed, providing financial expertise to drive business outcomes

Preferred Qualifications

• MBA or advanced degree in Finance, Accounting, or a related field
• Experience working at or with technology companies, specifically within the Hardware or Artificial Intelligence industries
• Experience working in a startup environment & scaling teams
• Technical accounting background, including experience with financial reporting, accounting standards, and regulatory requirements (e.g. GAAP, IFRS, SOX)
• Certification in financial planning and analysis, such as CFA or CPA