Job Description
Our client is seeking a highly analytical and detail-oriented FP&A Analyst to assist startup clients. In this role, you will play a critical part in budgeting, forecasting, financial modeling, strategic analysis, and fundraising support. They are looking for someone who can roll their sleeves up and produce easy to use financial tools to help founders plan. This is a high impact role that will shape the future of many of the world’s most ambitious startups.
Good To Have:
- startup experience
- mid-sized tech experience
- setting up finance systems from scratch
Must Have:
- Develop and maintain monthly, quarterly, and annual forecasts and budgets
- Build dynamic financial models to support business planning, scenario analysis, and investment decisions
- Prepare monthly management reporting packages, highlighting key variances and business drivers
- Partner with department leaders to understand cost structures, optimize spend, and align on financial goals
- Conduct ad hoc financial analysis to evaluate business performance and support strategic initiatives
- Monitor key financial and operational KPIs and deliver insights to executive leadership
- Assist in preparation of board materials, investor presentations, and long-range planning documents
- Support automation and improvement of FP&A processes and systems
Description
-----------
Our client is seeking a highly analytical and detail-oriented FP&A Analyst to assist startup clients. In this role, you will play a critical part in budgeting, forecasting, financial modeling, strategic analysis, and fundraising support. They are looking for someone who can roll their sleeves up and produce easy to use financial tools to help founders plan. This is a high impact role that will shape the future of many of the world’s most ambitious startups.
Key Responsibilities
- Develop and maintain monthly, quarterly, and annual forecasts and budgets
- Build dynamic financial models to support business planning, scenario analysis, and investment decisions
- Prepare monthly management reporting packages, highlighting key variances and business drivers
- Partner with department leaders to understand cost structures, optimize spend, and align on financial goals
- Conduct ad hoc financial analysis to evaluate business performance and support strategic initiatives
- Monitor key financial and operational KPIs and deliver insights to executive leadership
- Assist in preparation of board materials, investor presentations, and long-range planning documents
- Support automation and improvement of FP&A processes and systems
Requirements
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- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA is a plus)
- A minimum of 2–4 years of experience in FP&A, investment banking, consulting, or corporate finance at a US based company
- Strong proficiency in Excel (financial modeling, scenario analysis, pivot tables, etc.)
- Experience with financial systems, Xero, Quickbooks, Netsuite, Fathom, etc.
- Excellent analytical, problem-solving, and communication skills
- Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment
Preferred Skills
- Strong preference for those with startup or mid-sized tech experience
- Strong preference for those who have setup finance systems from scratch
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