Apply

FP&A Analyst

Posted 2 days agoViewed

View full description

💎 Seniority level: Junior, 2-4 years

📍 Location: San Francisco (Bay Area), Denver, Colorado

💸 Salary: 90000.0 - 130000.0 USD per year

🔍 Industry: Technology

🏢 Company: Nylas

🗣️ Languages: English

⏳ Experience: 2-4 years

🪄 Skills: SQLData AnalysisExcel VBACommunication SkillsAnalytical SkillsCollaborationAccountingBudgetingFinancial analysis

Requirements:
  • 2-4 years of experience in financial planning and analysis
  • Advanced Excel skills
  • Exceptional ability to analyze large datasets
Responsibilities:
  • Partner with various departments to analyze performance
  • Develop forecasts
  • Provide recommendations to drive the financial health of the business
Apply

Related Jobs

Apply
🔥 Senior FP&A Analyst
Posted 1 day ago

📍 AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MI, MN, MO, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA

💸 88400.0 - 149500.0 USD per year

🔍 Fintech

🏢 Company: Point Digital Finance, Inc.

  • 5+ years of progressive experience in FP&A, corporate finance, accounting, or a related field.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; MBA and/or CFA preferred.
  • Strong quantitative and analytical skills with the ability to interpret financial data, identify trends, and develop actionable insights.
  • Advanced proficiency in Excel and/or Google Sheets, with experience building complex financial models.
  • Solid foundation in core finance and accounting principles.
  • Excellent written and verbal communication skills, including the ability to present financial insights clearly to both internal and external stakeholders.
  • Proven ability to work cross-functionally and build strong relationships across departments.
  • Highly self-directed, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
  • Experience or familiarity with the real estate market, fintech, or related industries is preferred.
  • Experience with NetSuite ERP or NetSuite Planning and Budgeting software is a plus.
  • Comfortable with ambiguity and adaptable to change in a startup or high-growth setting
  • Create a driver-based financial forecast for both revenue and expenses.
  • Collaborate with cross-functional teams (eg, marketing, engineering, operations) to build and maintain various departments’ expense plan, including personnel and non-headcount expenses.
  • Track and analyze variances between actual and forecasted financial performance, providing actionable insights to senior management.
  • Provide financial modeling and ad-hoc analysis to support new initiatives, business investments, and cost-saving opportunities.
  • Act as a trusted advisor to departments, guiding them in financial matters and helping to align departmental objectives with company goals.
  • Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
  • Partner with Accounting on the execution of company’s annual audit.

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelAccountingReportingBudgetingData visualizationFinancial analysis

Posted 1 day ago
Apply
Apply
🔥 Senior FP&A Analyst
Posted 10 days ago

📍 AR, CA, CO, FL, GA, IL, KY, MA, MI, MT, MO, NV, NJ, NY, NC, OR, PA, TX, WA, WI

🔍 Software Development

🏢 Company: Afresh👥 51-100💰 $115,000,000 Series B almost 3 years agoArtificial Intelligence (AI)LogisticsFood and BeverageMachine LearningAgricultureSupply Chain ManagementSoftware

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3+ years of progressive FP&A experience, preferably within a high-growth startup or technology company.
  • Exceptional financial modeling skills in Excel (you're a wizard with formulas and building complex, yet user-friendly models).
  • Strong understanding of GAAP accounting principles and financial statements.
  • Proven ability to analyze financial data, identify key insights, and communicate findings effectively.
  • Excellent communication and presentation skills, with the ability to tailor your message to different audiences.
  • Experience with financial planning and reporting software; Mosaic is a plus.
  • A proactive and results-oriented mindset with a strong sense of ownership.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
  • Strong attention to detail and a commitment to accuracy.
  • A collaborative spirit and the ability to build strong working relationships across the organization.
  • Experience in enterprise SaaS is a plus
  • Lead the development and maintenance of sophisticated financial models for forecasting, budgeting, and long-range planning.
  • Own the annual budgeting process and quarterly/monthly forecasting cycles, collaborating with department heads to build realistic and ambitious plans.
  • Analyze actual financial results against budgets and forecasts, explaining variances and identifying key trends, risks, and opportunities.
  • Develop and track key performance indicators (KPIs) across the business, creating insightful dashboards and reports to communicate performance to stakeholders.
  • Partner closely with cross-functional teams (e.g., Sales, Marketing, Product, Engineering) to provide financial analysis and support strategic initiatives.
  • Prepare insightful presentations and reports for management and the executive team, summarizing financial performance and key business drivers.
  • Conduct ad-hoc financial analysis and modeling to support strategic projects, such as fundraising, new product launches, and market expansion.
  • Identify and drive process improvements within the FP&A function to enhance efficiency and accuracy.
  • Stay up-to-date on industry trends and best practices in financial planning and analysis including leveraging AI to drive efficiency and impact of the function.

Data AnalysisBudgetingFinancial analysisSaaSBudget managementPowerPoint

Posted 10 days ago
Apply
Apply

📍 United States, Canada

🧭 Full-Time

💸 101500.0 - 176700.0 USD/CAD per year

🔍 Software Development

🏢 Company: Webflow👥 501-1000💰 $120,000,000 Series C about 3 years ago🫂 Last layoff 10 months agoCMSWeb HostingWeb Design

  • 4+ years of experience in deal desk, revenue recognition, or sales operations, with demonstrated exposure to fast-paced startup environments
  • Proven experience with deal analysis, pricing strategy, or discounting frameworks in a high-growth environment
  • Strong understanding of SaaS financial metrics and business models, including revenue recognition, ACV/ARR, and gross margin
  • Strong interpersonal skills with ability to guide cross-functional teams through decision-making processes
  • Strong communication skills, including written and verbal communication
  • Review and approve complex, non-standard sales contracts by partnering with Sales to evaluate deal structures, ensuring alignment with customer growth plans and internal financial goals.
  • Drive ROI and scenario analyses for large enterprise deals, delivering clear, data-driven proposals that guide negotiations and support long-term profitable decision-making.
  • Serve as a strategic finance partner to the Partnerships team, supporting our partnership strategy through financial insights and analytics
  • Partner with Partnerships, Sales, Deal Desk, Pricing & Packaging, Legal, and Accounting on work across partnership strategy and complex deal review.

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsNegotiationStrong communication skillsCross-functional collaborationSales experienceFinancial analysisSaaSBudget management

Posted 25 days ago
Apply
Apply
🔥 Senior FP&A Analyst
Posted about 1 month ago

📍 USA

🧭 Full-Time

🔍 SaaS

  • Bachelor's in Accounting, Finance or related field
  • 4+ years of prior experience, ideally in FP&A or corporate finance at a high-growth tech / SaaS company, or investment banking / private equity
  • Proven experience building and maintaining 3-statement models and working with budgeting/planning tools
  • Excellent communication and presentation skills - both written and verbal - with an ability to summarize data / financial information for non-financial stakeholders
  • Ability to manage multiple projects simultaneously in a fast-paced environment while also meeting team deadlines
  • Solid problem solving ability and experience working through ambiguity or unknown datasets
  • Strong work ethic and with a willingness to challenge the status quo / find better or more efficient ways to deliver results
  • Advanced proficiency in Microsoft Excel and Google Sheets, with experience using BI tools
  • Design and lead scalable budgeting and forecasting processes using tools such as Adaptive Insights, Pigment, Anaplan or similar platforms
  • Assist with the month-end financial consolidation process, delivering accurate and timely reporting of financial results
  • Analyze financial results, identify trends and develop budget vs. actuals commentary, connecting results and KPIs to provide senior leadership visibility into drivers of business performance
  • Partner directly with the Accounting team to ensure correct accounting treatment of transactional activities
  • Develop and maintain robust three-statement financial models (Income Statement, Balance Sheet, and Cash Flow) that forecast performance and support strategic initiatives
  • Support our bi-annual planning processes, including (i) owning input templates for budget owners, (ii) incorporating forecast data into our financial planning tool (Adaptive Insights) and (iii) preparing summary views of financial statements and articulating key drivers of growth and/or profitability
  • Prepare executive-level summaries of our financial plans, partnering with cross-functional stakeholders to ensure business priorities are reflected in our forecast
  • Identify and execute opportunities to improve our forecasting accuracy or efficiency through the use of new tools or process improvement
  • Develop and maintain processes related to hiring, headcount tracking, etc. to ensure accurate financial reporting / hiring manager support
  • Support data-driven decision making both within the Finance organization and for other non-financial stakeholders through ad-hoc reporting / projects
  • Serve as a primary owner for our financial planning tool, Adaptive Insights and incorporating necessary adjustments or changes to our financial plans via the tool

Data AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelPresentation skillsReportingBudgetingData visualizationFinancial analysisSaaSBudget management

Posted about 1 month ago
Apply
Apply

📍 United States

💸 70000.0 - 105000.0 USD per year

🔍 Insurance

🏢 Company: careers

  • Bachelor's degree in accounting or finance is required
  • 3 – 5 years of relevant accounting and finance experience in the insurance industry
  • Strong Excel and financial systems skills
  • Excellent interpersonal and communication skills as this position interacts with numerous departments within the company
  • Strong organizational skills
  • Perform duties under deadline pressure with multi‐tasking capabilities
  • Perform effectively when changes in priorities, direction and resources occur
  • Strong analytical, financial modeling and forecasting skills
  • Collaborate with all departments across the organization to develop an annual three year plan as well as quarterly forecasts, by major program, for communication to Board of Directors, AM Best, Senior Management, etc.
  • Complete ongoing monthly monitoring of expense charges and service providers to assure compliance with contract terms.
  • Perform monthly P&L by program (actual versus plan forecast)
  • Breakdown of performance into key drivers such as earned premium, expenses, losses and new business strain
  • Develop explanations for variances to expected results to the Chief Financial Officer
  • Gain understanding of the economics within each program to help analyze the profitability of each relationship

Excel VBAFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelAccountingOrganizational skillsTime ManagementComplianceInterpersonal skillsReportingBudgetingRisk ManagementData visualizationFinancial analysis

Posted about 2 months ago
Apply
Apply
🔥 FP&A Analyst
Posted about 2 months ago

📍 USA

🧭 Full-Time

💸 110000.0 - 155000.0 USD per year

🔍 Healthcare Technology

🏢 Company: Clover Health👥 501-1000💰 $300,000,000 Post-IPO Equity over 3 years ago🫂 Last layoff about 2 years agoMedicalHealth InsuranceHospitalHealth Care

  • 2-5 years of financial planning & analysis or strategic finance experience
  • Experience working in a high growth startup environment, with Medicare Advantage, value-based care, or healthcare technology experience.
  • Strong financial modeling skills with experience budgeting, forecasting, and business analysis.
  • SQL skills (preferred, but not required).
  • Advanced in Excel and have a working knowledge of Microsoft Office and Google suite.
  • Work with a cross functional team to enhance/create key performance indicators (“KPIs”) and reporting, including both financial and non-financial metrics.
  • Build complex analytical models that utilize both financial and non-financial data to forecast operating results, with scenario modeling.
  • Support the budgeting, strategy development, and business planning process.
  • Provide monthly budget variance analysis yielding actionable insights to management.
  • Assist in building monthly reporting presentations for executive leadership, including identifying performance drivers and areas of opportunities for efficiencies and growth.
  • Perform Return-on-Investment analysis, helping drive planning and strategic decision making.
  • Perform other special ad-hoc projects and analyses along with the corporate finance team as directed by management, including M&A.

SQLBusiness AnalysisGoogle AnalyticsMicrosoft OfficeBudgetingData visualizationFinancial analysis

Posted about 2 months ago
Apply