Senior Financial Analyst, FP&A

About the role

The role reports to the Sr. FP&A Manager and partners with functional leaders across the company to own expense budgeting, forecasting, and strategic planning activities. Key responsibilities include financial modeling, model integrity, budgeting & planning, key metric reporting, systems & implementation, insights & recommendations, strategic partnership, and process automation.

Responsibilities

• Own the mechanics and accuracy of the company's three-statement financial model with a primary focus on expenses.
• Responsible for the models' core assumptions, quality, accuracy, and timeliness to ensure reliable forecasting.
• Drive the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.
• Monitor and communicate key performance indicators to executives across the company.
• Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability.
• Provide data-driven recommendations to drive growth and efficiency while identifying potential risks and opportunities.
• Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable plans.
• Partner with business operations to automate analyses and forecasts in BI tools (e.g., Tableau, Looker) to enable real-time reporting for leaders.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline.
• 3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company.
• Extensive financial modeling experience.
• A strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.
• A high level of curiosity and desire to understand the business at a deep level.
• Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.

Qualifications

• Ability to work 100% remotely.

Skills

• Financial modeling.
• Model integrity.
• Budgeting & planning.
• Key metric reporting.
• Systems & implementation.
• Insights & recommendations.
• Strategic partnership.
• Process automation.
• Scalable reporting.

Benefits

• Socure is an equal opportunity employer that values diversity in all its forms within our company.
• We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Pay

• Compensation Range: $125K - $145K

Schedule

• Remote work position.