Financial Planning & Analysis - Insights

About the role

As Associate / Associate Partner – Financial Planning & Analysis, you will build and scale the financial analytical intelligence capabilities that power decision-making across Augment Risk. Reporting directly to the Chief Financial Officer (CFO), you will translate raw financial and operational data into actionable insights, design self-service analytics infrastructure, and partner across the organization to uncover opportunities that drive growth and efficiency.

This is a role for someone with real energy around finance—creative, eager, curious—who is ready to challenge and push the Finance function forward rather than simply execute. The ideal candidate brings working knowledge of financial planning, data analytics, and business intelligence, alongside energy, creativity, curiosity, and drive. They pair an exceptional ability to distill complex datasets into insights and outcomes with strong financial instincts, hands-on technical capabilities, and a collaborative mindset that thrives in a dynamic environment.

This role provides a rare opportunity to help architect how a high-growth, entrepreneurial organization leverages data as a strategic advantage, while playing a foundational role in building and scaling a modern finance function—with the latitude to bring fresh thinking, push senior leadership, and grow quickly alongside the business.

Responsibilities

• Conduct deep-dive analyses into business performance, customer behavior, and operational efficiency to surface trends, anomalies, and opportunities that inform strategic priorities.
• Develop predictive models and scenario analyses that anticipate future business needs, enabling proactive decision-making.
• Transform complex datasets into clear, compelling visualizations and narratives that make insights accessible and actionable for diverse audiences.
• Design and implement scalable data analytics frameworks and reporting tools that enable real-time visibility into business performance and trends.
• Work with aggregated data sources from multiple systems (FP&A platforms, accounting systems, CRM, operational databases) to create unified views of business performance.
• Support core FP&A tasks, contributing analytical rigor and insights across traditional management reporting activities.
• Work closely with senior leadership to identify key business questions, design analytical frameworks to address them, and deliver findings that influence executive decision-making.
• Collaborate across the organization to ensure seamless integration between financial models and analytical insights, creating a unified view of business performance.
• Act as a trusted advisor to key leaders across sales, operations, product, and marketing, delivering data-driven recommendations that shape resource allocation and strategic initiatives.
• Identify opportunities to automate recurring reporting processes across finance and sales analytics.
• Build automated reporting solutions that reduce manual effort and accelerate the delivery of insights to stakeholders at all levels.
• Build repeatable analytical frameworks that increase organizational bandwidth and reduce reliance on ad hoc data pulls.
• Leverage AI tools to accelerate insight generation, automate recurring analytical tasks, and enhance the quality and speed of financial modeling and reporting.
• Continuously improve systems utilization to unlock greater value from existing technology investments.
• Evaluate and implement reporting tools to improve insight scalability.
• Champion a data-first mindset across the organization, ensuring proper treatment of data and empowering teams to leverage analytics in their day-to-day decision-making and strategic planning.

Requirements

• 4-8 years of progressive experience in FP&A, financial data analytics, or business intelligence, with demonstrated success in translating data into business impact.
• Proven ability to influence senior stakeholders through compelling insights, with a track record of driving decisions and outcomes through financial analysis.
• Intellectual curiosity and a genuine point of view, with the ability to introduce and carry through new ideas.
• Demonstrated hands-on technical expertise with a 'builder' mentality. Able to design solutions from scratch, troubleshoot issues, and deliver results in ambiguous environments.
• Actively leverages AI tools (LLMs, AI-assisted coding, analytics copilots) as a core part of their toolkit.
• Excellent communication skills, with the ability to translate technical findings into strategic recommendations for diverse audiences.
• Entrepreneurial mindset with a passion for experimentation, continuous learning, and pushing the boundaries of what's possible with data.
• Proven ability to operate effectively across a broad remit. Equally comfortable contributing to core FP&A cycles as to advanced analytics and insights work; thrives in lean, high-ownership environments where scope is dynamic.
• Strong collaborative approach and ability to work effectively with finance, sales, operations, and technology teams.
• Bachelor's degree in Economics, Finance, Data Science, Statistics, Mathematics, or related field.

Benefits

• Competitive compensation packages, including base salary, performance-related bonuses, and equity participation.
• Opportunity to be inventive and innovative, challenging industry norms.
• Work in a multi-disciplinary environment with a flat structure, collaborating closely with talented individuals.
• Trusted and encouraged to take ownership and accountability.
• Work-from-anywhere approach with globally distributed colleagues and clients.
• Equity participation for all employees.
• Comprehensive employee benefits designed to support you and your loved ones.