Senior Financial Analyst - Corporate FP&A

Our client operates in the fintech industry, addressing the challenge that over half of working Americans lack sufficient retirement savings, often due to employers not offering retirement plans. The company focuses on making retirement savings accessible and affordable for small and medium-sized businesses, enabling employees to pursue financial independence through retirement benefits. Supported by notable investors, the organization is positioned for growth and impact in the retirement services sector.

About the Role

The Senior Financial Analyst - Corporate FP&A plays a key role in supporting the Corporate FP&A team by enhancing financial reporting, forecasting, and scenario analysis. This position collaborates across the organization to improve forecasting accuracy and financial reporting, directly contributing to informed decision-making and the company's strategic financial management.

Responsibilities

• Develop and implement financial reporting and forecasting processes, including long-range planning and scenario modeling
• Collaborate with senior leadership to provide financial analysis and budget support
• Deliver insights to guide capital allocation aligned with strategic initiatives
• Identify and streamline processes to support organizational growth and scalability
• Develop and monitor KPIs to measure financial performance against objectives
• Partner with cross-functional teams to improve FP&A systems and operational efficiency
• Prepare materials for Board of Directors meetings, investors, and internal reports

Requirements

• Minimum 3 years of FP&A experience in high-growth software companies or investment banking
• Deep understanding of SaaS business models and metrics (e.g., ARR, Churn, LTV, CAC)
• Advanced skills in Excel, Google Sheets, and financial systems (preferably Netsuite and Pigment)
• Working knowledge of ERP systems such as Netsuite, Workday, Anaplan; Pigment expertise is a plus
• Ability to manage multiple priorities in a fast-paced environment
• Interest in AI-driven finance workflows
• Strong communication skills for collaboration across functions and levels

Pay

• Base salary range: $110,000 to $140,000, determined by geographic location, skills, and experience
• Additional compensation may include bonuses, commissions, and equity

Benefits

Comprehensive physical, financial, and mental wellness benefits offered.