FP&A Analyst

Summary

Join Fundraise Up's growing finance team as a detail-oriented, highly analytical FP&A Analyst. You will be responsible for financial forecasting, budgeting, and analysis to support strategic decision-making. The ideal candidate possesses strong financial modeling skills, understands accounting principles, and communicates effectively in a fast-paced tech environment. This role involves developing and maintaining financial models, analyzing financial data, preparing reports, supporting the budget process, and conducting variance analysis. Collaboration with cross-functional teams is essential. The position offers a competitive salary, stock options, and a comprehensive benefits package.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5 years of experience in financial planning and analysis, investment banking, or a similar role in B2B SaaS start up
• Proficiency in financial modeling and forecasting techniques
• Advanced Excel skills, including pivot tables, formulas, and data analysis
• Experience with financial reporting systems and tools
• Ability to work independently and collaboratively in a fast-paced environment
• Strong attention to detail and problem-solving abilities

Responsibilities

• Develop and maintain financial models, forecasts, and budgets
• Analyze financial data and identify trends, variances, and opportunities for improvement
• Prepare monthly, quarterly, and annual financial reports and presentations
• Support the budget process by collecting data, consolidating information, and providing analysis
• Conduct variance analysis and provide explanations for deviations from budget or forecasts
• Collaborate with cross-functional teams to gather financial information and understand business performance
• Assist in the development of key performance indicators (KPIs) and performance dashboards
• Perform ad-hoc financial analysis and projects as required
• Ensure accuracy and integrity of financial data and reporting

Preferred Qualifications

• CPA or CFA certifications will be a plus
• Experience with Netsuite, Tableau, SalesForce, Modern FP&A Tools (Planful, Mosaic, etc)

Benefits

• 15 days of vacation, 7 company holidays plus an additional 3 floating holidays and 5 sick days
• 401(k) plan with company match
• FSA Spending Account
• 100% Company-paid short-term disability, long-term disability, basic life insurance and AD&D
• Health, Dental, and Vision insurance covered at 100% for employees, 80% for employee plus dependents, and 70% for employees plus family
• Paid parental leave (12/6 weeks)
• Remote working