Financial Planning and Analysis Analyst

About the role

Simpli.fi is seeking a Financial Planning and Analyst to join our team in Fort Worth, Texas. Reporting to the VP of Financial Planning and Analysis, this role will work in a fast-paced, growing company that thrives on innovation and data-driven results.

Responsibilities

• Explain business performance through monthly variance analysis of key financial statements, highlighting key trends and analyzing the cause of unexpected variances using both financial and non-financial variables
• Manage and update forecasts and other modeling of future performance
• Key owner of company's financial models for forecasting, capital budgeting and financial decision making
• Owns peer comparison analysis, including benchmarking of key metrics and ratios, weighted average cost of capital estimation, and maintain public comparable multiples
• Prepares financial information and reports for monthly executive business reviews and board of director presentations
• Provides analysis of business unit and department financial performance and reporting
• Ad-hoc financial analysis support for strategic decisions, both organic and inorganic
• Key partner across the business, including sales, operations, finance and other support functions
• Collaborate with the Accounting team on a variety of initiatives, including but not limited to the monthly close process

Requirements

• 2-5 years of experience in banking, public accounting, corporate finance, or other analytical role in finance & accounting
• Bachelor’s degree in Finance, Accounting or other analytical business degree
• Excellent analytical, communication and organizational skills
• Strong financial acumen and an inquisitive mind into underlying drivers of business performance
• Exceptional problem-solving skills – an analytical, innovative, and creative mindset
• Advanced Excel skills to aggregate, model, and manage large data sets
• Begineer to intermediate Microsoft Power BI and/or Tableau skills
• Begineer to intermediate experience with forecasting software and ERP software

Qualifications

• Ability to work independently and as part of a team
• Strong attention to detail and ability to manage multiple projects simultaneously
• Experience with financial modeling and analysis tools
• Knowledge of financial statements and their components

Benefits

• Competitive pay based on experience
• 17 PTO days
• 401K match
• Long-term incentive plan
• Employer sponsored healthcare options
• Hybrid work schedule
• Fully remote options as well depending on the position

Pay

Competitive pay based on experience

Schedule

Hybrid work schedule. Fully remote options as well depending on the position.