FP&A Analyst

Summary

Join Peek, a fast-growing tech startup, as a Financial Analyst. You will build and maintain financial models, analyze financial statements, and create presentations for various stakeholders. This role requires experience in investment banking, strong analytical and communication skills, and proficiency in Excel and financial modeling. Peek offers a remote-first work environment and a comprehensive benefits package including health, dental, vision, paid parental leave, and equity.

Requirements

• Previous experience in investment banking
• Experienced in fast-paced, high-growth environments with the ability to adapt and apply core analytical skills across diverse situations
• Advanced Excel/spreadsheet expertise; proficiency with specialized financial systems and applications
• Demonstrated experience with DCF valuation models, 3-statement analysis, and forecasting; capable of designing tailored models for specific business needs
• Strong understanding of financial data, modeling hygiene, and key business levers
• Ability to effectively communicate complex financial analyses and insights to executive and non-technical audiences; proficiency in Google Slides and presentation preparation

Responsibilities

• Build, maintain, and enhance robust financial models and forecasts across various domains including revenue, cash flow, business valuations, and sales/productivity
• Analyze and interpret financial statements with proficiency in 3-statement flows, ensuring model hygiene and clean input/output processes
• Construct models from scratch, incorporating key financial levers and value driver relationships to support unique business cases and investment decisions
• Translate complex financial and technical data into clear, concise presentations for both high-level and non-technical stakeholders
• Prepare client/exec-ready reports and presentations that distill critical insights and model assumptions, supporting senior leadership in key decision-making
• Execute tight-timeline deliverables with attention to detail, working through iterative review cycles with agility and responsiveness
• Apply finance and modeling skills to process improvement initiatives, adapting analyses to enhance outcomes in diverse business scenarios

Preferred Qualifications

• Located in the NY/NJ metro area
• Experience with Adaptive Insights
• 2+ years of budgeting and forecasting in B2B software with focus on cohort analysis

Benefits

• Full health care, dental, and vision plans
• Paid parental leave
• Company recharge at the end of the year
• Competitive compensation packages that include significant equity upside