Senior Corporate Financial Planning & Strategy Analyst

About the Role

The Financial Planning & Strategy (FP&S) team at Checkr sits at the intersection of finance, strategy, and execution. We don’t just report on the business, we shape it. We drive strategic decision-making through deep cross-functional partnership, financial and strategic analyses, and domain expertise. As a Senior Corporate Financial Planning & Strategy Analyst, you will play a critical role on the FP&S team, supporting the corporate function in managing the total company corporate model. This role supports a wide range of business processes and initiatives to maximize value and optimize company performance, including projects related to revenue, resource allocation, company-wide budgeting, long-term planning, scaling systems, and setting performance benchmarks.

The ideal candidate is highly analytical and strategic, approaches problems in a structured manner, is comfortable with ambiguity, and can communicate clearly and effectively. This is a highly visible role that will work closely with Finance Leadership and cross-functional business partners.

Responsibilities

• Prepare reporting and analyses for management and the BOD, including annual and quarterly financial reviews, BOD materials, investor reporting, and weekly and monthly business reviews.
• Support initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologies. Become a power user in our financial planning tool (Adaptive) and find opportunities to continuously improve and automate our processes.
• Serve as a key liaison and partner to Finance, Accounting, IT, Corporate Development, People/HR, and other parts of the organization.
• Integrate AI into existing financial processes to uncover deeper business insights, optimize forecast accuracy, proactively identify emerging trends, and drive automations.
• Serve as the go-to financial partner for data-driven, ad-hoc analyses, and prepare strategic materials for key management meetings, summarizing findings, risks, opportunities, and recommendations.
• Support M&A analysis including financial modeling and due diligence.
• Own the Balance Sheet and Cash Flow forecasting, and partner with Finance on optimizing working capital.
• Lead strategic financial planning and forecasting processes across different departments, including managing the process and calendar for quarterly, AOP, and Long-Range Planning.

Requirements

• 4+ years of relevant progressive Finance experience in a fast-paced and high-growth environment, including Strategic Finance, FP&A, investment banking, or consulting.
• Superior analytical and problem-solving skills with experience building 3-statement financial models.
• Understanding of systems or willingness to be a power user in financial planning systems (Adaptive Planning, Oracle).
• Ability to manage and manipulate large data sets, critically analyze existing processes, and identify opportunities for process improvement.
• Ability to distill complex issues into structured frameworks and concrete action plans.
• Highly detailed individual with a sense of urgency and strong prioritization skills.
• Excellent presentation and writing skills, with the ability to clearly communicate messages that link business issues, financial results, and strategy at the executive level.
• An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes.

Pay

We use geographic cost of labor as an input to develop ranges for our roles. If this role is remote, the top to bottom of the possible range is listed below. The target range for an exact location will be specified during the recruiting discussion.

On-target Earnings OR Base Salary range (San Francisco, CA): $128,000 - $150,000 USD

Benefits

• A fast-paced and collaborative environment.
• Learning and development allowance.
• Competitive cash and equity compensation, and opportunity for advancement.
• 100% medical, dental, and vision coverage.
• Up to $25K reimbursement for fertility, adoption, and parental planning services.
• Flexible PTO policy.
• Monthly wellness stipend.

Schedule

At Checkr, we believe an in-office work environment strengthens collaboration, drives innovation, and encourages connection. Individuals are expected to work from the office 3+ days a week. In-office perks include lunch five times a week, a commuter stipend, and an abundance of snacks and beverages. A relocation stipend may be available for those willing to relocate to a Checkr hub location (Denver, CO; San Francisco, CA; Nashville, TN; or Santiago, Chile).