FP&A Analyst

Summary

Join Lithic, a company building card issuing and payment infrastructure, as a Financial Planning & Analysis (FP&A) Analyst. You will be an integral part of the Finance team, supporting financial planning, forecasting, and decision-making. This role involves creating and maintaining financial models, partnering with stakeholders to project financial performance, and delivering key reports. You will provide data-driven insights to support strategic decisions and contribute to the growth of both Lithic's B2B and D2C businesses. The position requires strong financial modeling skills, excellent communication, and the ability to work in a fast-paced environment. Lithic offers a competitive salary and benefits package.

Requirements

• Proven expertise in FP&A or Corporate Finance, with strong financial modeling skills
• A ‘take ownership’ mentality in their work. Able to effectively manage their workload and prioritize and streamline tasks to ensure accuracy
• Ability to synthesize large quantities of complex data into actionable information in written materials, presentations, financial models, and data analysis
• Excellent oral and written communication skills
• Excellent relationship building skills
• Demonstrated ability to collaborate with both finance and non-financial people
• Comfortable working in a fast-paced environment with a high volume of regular change
• Ability to anticipate problems, analyze situations, and proactively come up with solutions, or reach out for assistance when needed, on a timely basis
• Proficient in MS Office, especially excel

Responsibilities

• Ownership of various company models including consolidated budget/forecasting models, LTV to CAC, sales pipeline, long range planning, and etc
• Partnering with finance and business stakeholders to project out volumes, revenues, COGS, headcount expenses, etc. (i.e., the P&L) as well as B/S and cash flow needs
• Delivering key outputs which include insight into business line margins/profitability, margin trends, expense ratios, fixed cost leverage, seasonal cash requirements and running various strategic scenario analyses, among others
• Assist in preparing monthly and quarterly key reporting packages for both internal and external stakeholders emphasizing key financials results, operational metrics, and performance against forecasts and budgets
• Supporting managers in providing decision support to business leaders by providing data-driven analytics for key strategic decisions such as analyzing crucial terms for new potential clients or bank partnerships, developing sales goals, managing ROI targets, analyzing new pricing or product constructs, and more
• Developing a deep understanding of both the Lithic (B2B) and Privacy (D2C) businesses and work to deliver financial and strategic insights to leadership that help drive the growth of the Company
• Supporting project analysis, validation of plans/budgets, and ad-hoc requests

Preferred Qualifications

G Suite experience preferred; SQL experience a plus

Benefits

• Health, vision, and dental insurance
• Unlimited PTO
• 401(k) match
• Life Insurance and AD&D policy
• 3% cashback on all Privacy purchases
• 12-weeks fully paid parental leave
• Work From Anywhere: work from anywhere in the world 4-weeks each year
• $50/month towards your commute
• Free lunch every Tuesday and Thursday