FP&A Analyst

Summary

Join Middesk as an FP&A Analyst and become a key member of the finance team, supporting core budgeting, forecasting, and business analysis. You will build scalable processes, maintain accurate financial data, and provide performance visibility. This role is ideal for someone with 2-4 years of experience who enjoys cross-functional work, quick learning, and contributing to a high-growth environment. Middesk offers a hybrid work model with 2 days a week in the SF or NY office (or remote options). The role involves collaborating with various teams and stakeholders to analyze financial data and support key business decisions. You will contribute to monthly reporting, budgeting, forecasting, and financial modeling, working closely with accounting and other business units.

Requirements

• 2–4 years of experience in FP&A, investment banking, corporate finance, or a similar analytical role
• Strong financial modeling skills (Excel or Google Sheets), with attention to detail
• Experience with budgeting, forecasting, and variance analysis
• Excellent communication skills — able to translate data into clear business narratives
• Comfort working in a dynamic, ambiguous startup environment

Responsibilities

• Assist in monthly reporting packages: variance analysis, actuals vs. forecast/budget, and KPI tracking
• Build clean, actionable reporting for cross-functional stakeholders (Sales, Marketing, Product, People) and Investors
• Support the budgeting and forecasting cycles, including revenue, headcount, cost of goods sold, and operating expenses
• Maintain and update financial models and help improve model accuracy as business complexity increases
• Partner with key business units (sales, marketing, engineering, product) to understand financial drivers
• Work with accounting on month-end close processes and ensure data alignment
• Support ad hoc analysis to evaluate investment decisions, cost optimization, and business cases
• Continuously improve reporting processes and tools for better efficiency and scalability

Preferred Qualifications

• Experience at a high-growth startup or in SaaS business models
• Bachelor’s degree in Finance, Economics, Accounting, or a related field

Benefits

We follow a hybrid work model, and for this role, there is an expectation of 2 days per week in our SF or NY office; however, we are also considering remote candidates