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
  • 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

Pay & Benefits

The compensation & benefits package for this role includes:

• Competitive starting pay
• A discretionary annual bonus
• Long-term incentive in the form of a new hire equity grant
• Comprehensive health plans
• 401K with company matching
• Paid Parental Leave
• Flexible time off
• Salary Range: The base salary range for this role is between $92,400 - $132,000 in the State of New York. This range is not inclusive of our discretionary bonus or equity package.