Financial Planning and Analysis Lead

About the Role

At Agility Robotics, we are building a scalable, sustainable business and are looking to grow our finance team as a critical component of the fuel that will support Agility's success. We strive to balance forward thinking and bold steps with careful analysis and rigorous controls - and that's where we need you!

Key Responsibilities

• Budgeting and Forecasting
• Collaborate with business leaders to build annual bottoms-up departmental and organizational budgets.
• Be a resource for resolving issues and provide training and guidance as needed.
• Develop comprehensive reporting of assumptions, financial statements, and operational metrics derived from the budget process for internal and external stakeholders.
• Prepare monthly actual to operating budget variances and examine with departmental leaders to determine whether operational changes are required.
• Lead headcount modeling & track financial impact on headcount changes.
• Generate cash forecasts with visibility into future liquidity needs.
• Lead the quarterly re-forecasting process and provide analysis of actual and forecasted variances from original budget.
• Perform ad hoc analysis where required to assist in management decision making.

Key Performance Indicators (KPI's)

• Engage with management to identify and track key performance indicators (KPI's) and bridge analysis to financial performance.
• Deliver innovative tools to gather data and construct formats for leadership review and discussion.
• Employ data analysis techniques to identify risks and suggest mitigating strategies.
• Drive business case preparation and financial return modeling for investment of enterprise resources.
• Simplify, standardize, and automate analyses for real-time consumption across a broad audience.

Financial Reporting

• Partner with the People Operations team to ensure that confidential headcount information is reconciled monthly and changes are properly reflected in actual and forecasted financial results.
• Support the Accounting team in the design, documentation, and maintenance of internal control processes.
• Aid in the preparation of financial reports for external parties of interest.
• Aid in the preparation for year-end audits.

Qualifications

• Bachelor's or Master's Degree in Finance, Accounting, or Business Management and 5+ years related financial or business analysis experience.
• Excellent analysis skills and experience with executive presentations.
• Thorough knowledge and experience in Microsoft Office and Google Suite, including expertise in Excel & Google Sheets.
• Strong business acumen and exceptional analytical skills to recognize emerging trends in financial data.
• Possesses excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders.