FP&A Analyst

What you’ll do

• Prepare, update and improve the company’s budget and forecasts, including linkages between granular business drivers, operational KPIs and financial statements
• Prepare and deliver annual, quarterly and monthly reporting of company performance vs. budget, including variance analyses
• Drive strategic initiatives through a combination of cross-functional business partnering, analytical insight, and project management
• Review monthly financial reporting in conjunction with senior accounting personnel for accuracy and consistency with company reporting standards
• Support preparation of corporate reporting, including board reports
• Continually improve the quality and scalability of reporting and analysis including driving identification and implementation of new tools and processes
• Develop and design meaningful data visualization dashboards and reporting tools including using agentic AI
• Drive or assist with other ad hoc analyses as required

What you’re like

• 1-3 years of experience in an analytical role requiring Excel model building and analysis
• Prior work experience in corporate FP&A, investment banking, private equity, transaction/valuation advisory, or management consulting strongly preferred
• Bachelor’s degree or equivalent required
• Advanced Excel proficiency
• Experience with applied AI-assisted analytics tools (e.g., ChatGPT, Claude, Claude Code, Snowflake Intelligence, Excel Copilot, Power BI AI visuals) to automate data reconciliation, variance analysis, and management reporting, reducing manual effort and increasing accuracy
• A strong appetite for AI integration in finance; continuously explores emerging AI tools, prompt engineering techniques and business workflow automation to enhance efficiency in analysis and reporting
• Experience connecting AI tools to live data sources (e.g. data warehouses and ERP systems) via MCP is highly valued
• Experience building and utilizing AI agents that interact with financial data systems is a plus
• Familiarity with Python, R or similar languages a plus
• Strong oral and written presentation skills – ability to present to executive audiences in a concise and data-driven fashion
• Ability to think beyond the numbers - must be able to see connections between financials/data and business drivers, and draw strategic and operational insights from the performance of the business
• General understanding of GAAP
• Exceptional attention to detail
• Strong organizational skills and ability to prioritize work and multitask to meet deadlines
• Outstanding time management skills and accountability
• Team player with an ability to work collaboratively
• Entrepreneurial spirit / self-starter
• Experience working in a fast-paced organization

What We Offer

• Career Growth
• Diverse, mission-minded team
• Lifestyle Spending Account
• Continued Education
• Employee Discounts
• Mental Wellness Perks
• Giving Back and Volunteer Opportunities
• Medical, Dental, and Vision
• 401k match
• Paid Time Off
• Paid Parental Leave
• Disability and Life insurance
• Pre-Tax Commuter Benefits