FP&A Analyst

Purpose of Role
The FP&A Analyst will play a key role in supporting the Company’s financial planning,
forecasting, budgeting, and performance analysis. This role is focused on assisting with
the preparation of financial models, reports, and analyses that inform leadership
decision-making. You will partner closely with the VP of Finance to build scalable
financial models, analyze trends, monitor performance metrics, and support strategic
initiatives as the Company continues to grow.

This is a highly analytical, hands-on role well suited for someone who thrives in a fast-
paced, evolving environment and wants to influence the financial foundation of a

scaling, and high growth fintech firm.
Key Responsibilities
Financial Planning & Forecasting
• Assist with the preparation of the Company’s annual budget, quarterly forecasts,
and long-range financial models. The Company is moving to Vena, a FP&A
software which uses native Excel to assist in building budgets. This role will be
responsible for on-boarding Vena alongside the VP of Finance. Experience with
Vena is not required but a plus.
• Support the maintenance of current thinking budgets and monitor performance
against forecasts, identifying key drivers of variances.
• Assist with cash flow forecasting and scenario modeling to support leadership
decision-making.
Financial Analysis
• Analyze trends across revenue, expenses, operational KPIs, customer behavior,
and trading program performance.
• Prepare monthly reporting packages for leadership, including financial
dashboards, variance analyses, and actionable insights for review by VP of
Finance.

• Assist in evaluating the financial impact of new initiatives, pricing changes, and
operational decisions.
Cross-Functional Partnership
• Partner with the VP of Finance and department leads to ensure accurate
financial inputs and assumptions.
• Support workforce planning, hiring models, and compensation-related financial
analysis. Evaluate contractor versus employee labor cost scenarios across
multiple entities.
• Support Product, Marketing, Operations and Technology departments with
profitability and ROI analyses as new offerings or processes are introduced.
• Support Board-level reporting and executive summaries as needed.
Process Improvement
• Identify opportunities to enhance forecasting accuracy, reporting speed, and data
reliability.
• Simplify complex data into clear, digestible insights for non-finance stakeholders.
• Contribute to building a scalable FP&A function as the Company expands.
Qualifications
● Bachelor’s degree in Finance, Economics, and/or Accounting.
● 2–3 years of FP&A, financial analysis, or corporate finance experience.
● Strong modeling skills in Excel. Experience building scalable financial models.
● Experience with forecasting, budgeting, variance analysis, and performance
reporting.
● Comfortable working with large datasets and multiple financial systems.
● Excellent analytical skills with the ability to translate data into insights and
recommendations.
● Ability to thrive in a fast-paced, dynamic environment and work independently.
● Strong communication skills and the ability to partner effectively across teams.
● Experience using financial planning or accounting platforms such as Vena,
QuickBooks Online (QBO), or NetSuite is a plus.
● Experience with Fintech, SaaS, startups, high-growth and/or multi-entity
structures is a plus.