СШАSenior FP&A Analyst
2 дн. назад
СШАSeniorRemote
financial modelingoperating plandriver based modeling
Senior FP&A Analyst role focused on managing operating plans, supporting strategic decisions, and shaping future company initiatives for a $1B Series D company.
О компании
- is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs.
- 's Banking AI Operating System is a central intelligence layer on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These banking-trained agents automate workflows across voice and digital–from front office to back office–resulting in decreased operational costs and the Universal Banker model.
- Trusted by 700+ banks and credit unions for its ironclad security and reliability, delivers the industry’s first contractual no-hallucination guarantee. It’s why customers quickly and confidently put Banking AI to work with measurable results from day one. More information about can be found at .com .
Обязанности
- We are seeking an experienced and highly motivated Senior FP&A Analyst to join our dynamic team. This role involves managing the operating plan, supporting strategic decision making, and working cross-functionally on key initiatives that will help shape the future of a $1 billion Series D company backed by Insight Partners.
- Annual operating plan : Build and update the company’s driver based long term financial model, leveraging your strong understanding of key financial drivers to form the company’s operating plan in a way that connects objectives and drives accountability across GTM functions to product planning.
- Company-wide budgeting and forecasting : Provide department leaders with ongoing financial insights, analysis, and partnership on decisions to accelerate growth. Additionally, this role would own the management of ’s financial planning tool
- Company-wide financial reporting : Help prepare materials and narratives for Board of Director meetings, a polished executive level financial reporting package and internal executive meetings
Требования
- 2+ years of prior experience in SaaS FP&A (or investment banking / consulting, etc)
- Strategic and creative problem solver ready to roll up their sleeves
- Ability to work in a fast-paced environment, managing competing priorities and deadlines
- Strong attention to detail coupled with an ability to see the bigger picture
- Excellent communication, interpersonal and analytical skills
- Advanced Excel skills and experience working with NetSuite, Salesforce, and Tableau
- Experience using and managing a company’s financial planning software platform like Adaptive Insights, Pigment or Vena
- Extensive experience collecting, analyzing, and interpreting large volumes of data
- Strong understanding of P&L, balance sheet, and cash flow (There will be a modeling test)
- The Talent Acquisition team uses @ .com and @ email addresses for coordinating interviews, providing updates, and sending documents.
- Our hiring process involves an introduction, practical and team interviews, and a decision and offer. For more information, visit our Recruitment Privacy Notice page or contact our talent team via talent@.com