Senior Associate, Financial Planning & Analysis

Responsibilities

• Modeling & Forecasting
• Develop and maintain driver-based models tied to key financial and operational metrics;
• Manage financial databases across multiple sources and integrate data into consolidated forecasts.
• Perform scenario and sensitivity analysis across key metrics and financial data points.
• Business Partnership
• Partner with Product, Corporate Development, Strategy, Accounting, and Treasury to translate strategic plans into financial plans, monitor performance against plans, and drive ongoing enhancements in revenue planning, expense management, cash flow forecasting, and capital management.
• Support ROI analysis and pricing discussions for new and existing services, and provide analysis and decision support on ad-hoc strategic initiatives.
• Analysis & Insights
• Analyze current and historical performance of key metrics to build impactful KPI presentations;
• Translate financial analysis into actionable insights for strategic planning, cash flow management, financing, and Board meetings.
• Prepare variance analysis for senior leadership.
• Support the preparation of quarterly earnings materials and investor communications, partnering with Investor Relations to ensure financial narratives are accurate, consistent, and aligned with company reporting.

Qualifications

• Undergraduate degree in accounting, economics, finance, or a related field.
• 4+ years of experience in financial analysis, investment banking, management consulting, or Big 4 accounting.
• Deep understanding of financial modeling, valuation, and growth metrics — particularly within financial services, fintech, or consumer tech.
• Advanced Excel skills and financial modeling experience (critical to this role).
• Experience with financial modeling systems such as Workday Adaptive preferred.
• Data analytics experience preferred (Looker, Power BI, Tableau, or similar); SQL a plus.
• Strong communicator who can turn quantitative analysis into concise, actionable insight.