Senior FP&A Analyst

About the company

The company is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver experiences that win against megabanks and fintechs.

The company's Banking AI Operating System is a central intelligence layer on top of existing tech stacks, activating an AI workforce of specialized agents that draw from banking data, interaction history, and integrated systems of record. These banking-trained agents automate workflows across voice and digital–from front office to back office–resulting in decreased operational costs and the Universal Banker model.

Trusted by 700+ banks and credit unions for its ironclad security and reliability, the company delivers the industry’s first contractual no-hallucination guarantee. It’s why the company customers quickly and confidently put Banking AI to work with measurable results from day one. More information about the company can be found at the company.com [link for members]

THE ROLE

We are seeking an experienced and highly motivated Senior FP&A Analyst to join our dynamic team. This role involves managing the operating plan, supporting strategic decision making, and working cross-functionally on key initiatives that will help shape the future of a $1 billion Series D company backed by Insight Partners.

WHAT YOU’LL DO

• Annual operating plan : Build and update the company’s driver based long term financial model, leveraging your strong understanding of key financial drivers to form the company’s operating plan in a way that connects objectives and drives accountability across GTM functions to product planning.

• Company-wide budgeting and forecasting : Provide department leaders with ongoing financial insights, analysis, and partnership on decisions to accelerate growth. Additionally, this role would own the management of the company’s financial planning tool

• Company-wide financial reporting : Help prepare materials and narratives for Board of Director meetings, a polished executive level financial reporting package and internal executive meetings

REQUIREMENTS

• 2+ years of prior experience in SaaS FP&A (or investment banking / consulting, etc)

• Strategic and creative problem solver ready to roll up their sleeves

• Ability to work in a fast-paced environment, managing competing priorities and deadlines

• Strong attention to detail coupled with an ability to see the bigger picture

• Excellent communication, interpersonal and analytical skills

• Advanced Excel skills and experience working with NetSuite, Salesforce, and Tableau

• Experience using and managing a company’s financial planning software platform like Adaptive Insights, Pigment or Vena

• Extensive experience collecting, analyzing, and interpreting large volumes of data

• Strong understanding of P&L, balance sheet, and cash flow (There will be a modeling test)

The company is an equal-opportunity employer. The company does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law.

The the company Talent Acquisition team uses @the company.com [link for members] and @ [link for members] [link for members] email addresses for coordinating interviews, providing updates, and sending documents.

Our hiring process involves an introduction, practical and team interviews, and a decision and offer. For more information, visit our Recruitment Privacy Notice page [link for members] or contact our talent team via [link for members]