Financial Analyst, FP&A

Summary

Join ULTRA MOBILE's Finance Team as a Financial Analyst, FP&A! This remote role (US-based) supports the FP&A process, including budgeting, forecasting, and financial analytics across multiple P&L line items. You will prepare financial reports, build and maintain financial models, and collaborate with various teams. The ideal candidate possesses a Bachelor's degree in a related field, 3+ years of FP&A experience, and proficiency in Excel, SQL, and Python. Experience in a fast-growing company and with subscription-based business models is preferred. ULTRA MOBILE offers competitive salary, benefits, and a unique work environment.

Requirements

• Bachelor’s degree in Business, Finance, or related field
• 3 years of experience in Financial Planning & Analysis (FP&A)
• Demonstrated experience in financial forecasting, modeling, and analysis, including proficiency working with Microsoft Excel, SQL, and Python
• Experience in a rapid-growth company
• Experience with business models in which services are sold as subscription with recurring revenue streams
• Strong financial acumen, keen analytical skills, and the highest standard of accuracy and organization
• Critical thinking ability, judgment, and the ability to effectively communicate complex financial information
• Excellent verbal and written communication skills are essential
• Requires a high degree of professionalism
• Must be willing to learn, dig in, and solve problems
• Great attitude, strong work ethic, and willingness to work overtime as needed to meet deadlines
• Ability to work well in a team environment
• High aptitude and proven ability to drive assigned responsibilities to their successful conclusion

Responsibilities

• Support the Financial Planning & Analysis (FP&A) process, including budgeting, forecasting, and financial analytics, taking on responsibility for multiple P&L line items
• Provide clear and concise explanations of financial performance and key variances. Assist in the development of actionable recommendations
• Prepare recurring and ad hoc financial reports and analyses that provide insights for senior management and brand stakeholders
• Build and maintain complex financial models to forecast P&L line items, within both revenue and operating expenses
• Partner with the Marketing, Sales, and Accounting teams to analyze and forecast P&L line items
• Assist manager in driving the monthly forecasting cadence and other projects to completion
• Participate in cross-functional meetings to monitor the business and drive deliverables in a timely fashion
• Query large datasets using SQL code and other tools
• Collaborate with business teams to identify and implement process efficiencies, improve data integrity, and improve the quality of forecasts
• Understand the fundamentals of financial statements and GAAP standards and can interpret income statements
• Understand how revenue works, where expenses should be in the P&L, and how depreciation is calculated
• Understand recurring revenue (subscription) business model and apply it to forecasting revenue and operating expenses
• Growth opportunity to prepare per unit economics that contribute to customer LTV (Lifetime Value) for analyzing potential strategic and operational initiatives such as sales promotions
• Understand how important your analysis is to make key business decisions with senior leadership
• Understanding who the stakeholders are and what each person does is just as important
• The scope of work ranges from the monthly and annual cadence of financial planning and forecasting to fast-paced ad hoc projects

Preferred Qualifications

Experience in the wireless phone service (telecom) industry or a SaaS industry is a plus

Benefits

• Health insurance
• Disability insurance
• 401(k)
• Flexible spending accounts
• EAP
• Education reimbursement
• Parental leave
• Unlimited vacation
• Bonuses
• Company paid holidays