FP&A Analyst

Posted 6 months agoViewed
100000.0 - 110000.0 USD per year
ArizonaCaliforniaColoradoFloridaGeorgiaHawaiiMississippiMissouriNorth CarolinaNew HampshireNevadaNew YorkOklahomaSouth DakotaTennesseeTexasUtahWashingtonWyomingCanadaFull-TimeSaaS
Company:CharterUP
Location:Arizona, California, Colorado, Florida, Georgia, Hawaii, Mississippi, Missouri, North Carolina, New Hampshire, Nevada, New York, Oklahoma, South Dakota, Tennessee, Texas, Utah, Washington, Wyoming, Canada
Languages:English
Seniority level:Junior, 2 years
Experience:2 years
Skills:
SQLExcel VBAFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelAccountingPresentation skillsReportingBudgetingData visualizationFinancial analysisData modelingFinanceData analyticsBudget managementPowerPoint
Requirements:
Bachelor’s degree in Finance, Economics, or a quantitative field (math, computer science, physics) from top academic institution Preference for 2 years pre-MBA in investment banking in M&A / industry coverage group with multiple live-deal assignments or 2 years in management consulting with meaningful project experience; equivalent experience considered Experience at a successful tech startup in FP&A, corporate finance, or strategic finance a plus Expert experience in financial modeling and driving to completion investor-grade presentations Ability to quickly learn BI tools, SQL, and basic python Track record of executing complex projects for clients, executive teams, or investors
Responsibilities:
Drive financial planning cycle, including annual budgets, quarterly re-forecasts, long-term plan Advise the executive team, providing insights and analysis that drive company performance and growth. Quarterback materials and help deliver financial results to the board, potential investors, and executive team, with a focus on key business drivers and actionable insights Play a key role in future fundraises and target acquisitions Collaborate with business leaders across Sales, Marketing, Service Operations, Tech, and People to align financial goals with business objectives Drive financial decision-making support for major company initiatives, including new market entry and product development Drive process improvements across org to drive Net Revenue, Repeat Business, and EBITDA Champion automation leveraging AI Be a role model for operational excellence and career development. Design and implement scalable planning tools, financial models, and reporting systems that drive company objectives Drive the monthly and quarterly financial reporting and KPI dashboards for leadership and investors Analyze financial performance, including revenue trends, cost drivers, and profitability metrics, to identify areas of improvement Highlight material insights and recommend corrective action
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