FP&A Analyst

Summary

Join Shift5, a fast-growing scale-up specializing in cybersecurity, predictive maintenance, and compliance for OT systems. As a FP&A Analyst, you will drive strategic alignment, empower decision-making, champion performance, own the financial narrative, uncover key insights, and be a trusted advisor. You will collaborate across the organization, craft compelling reports, develop KPIs, and evolve financial models. This role requires a robust background in FP&A, strong financial modeling skills, and excellent communication abilities. You will have the opportunity to cultivate executive presence, influence strategic investment decisions, and implement cutting-edge AI tools. Shift5 offers a competitive salary, bonus program, equity, comprehensive benefits, and a flexible work environment.

Requirements

• You bring a robust background in FP&A, investment banking, consulting, or a similar analytical role, with a proven track record of strong financial modeling
• You're highly organized and articulate, comfortable presenting complex financial information to executives and cross-functional teams
• You're a knowledge hungry self-starter with a low ego who thrives on operating independently, figuring things out, and driving initiatives forward
• You're a genuinely nice person who collaborates seamlessly with others
• U.S. Person status is required as this position needs to access export-controlled data

Responsibilities

• Drive Strategic Alignment: Collaborate across the organization on headcount and workforce planning, ensuring our talent strategy aligns with our financial goals
• Empower Decision-Making: Craft compelling monthly reporting packages and board-ready materials, providing crystal-clear financial insights to executives and stakeholders
• Champion Performance: Develop and implement KPIs and dashboards that illuminate performance across all departments, guiding strategic adjustments
• Own the Financial Narrative: Partner with our finance and function leadership to evolve the creation and evolution of our financial models, including budgets, forecasts, and long-range plans, charting our course for sustainable growth
• Uncover Key Insights: Dive deep into inventory costs, gross margin trends, and production metrics to identify levers for profitability and operational excellence
• Be a Trusted Advisor: Provide ad hoc analysis to support critical pricing, product, and operational decisions, translating complex data into clear recommendations
• Optimize and Innovate: Research and recommend cutting-edge software and tools to revolutionize our FP&A function and enhance efficiency company-wide

Preferred Qualifications

Experience with both software and inventory-heavy or manufacturing businesses is a bonus

Benefits

• Cultivate Executive Presence: Develop your skills in presenting and synthesizing complex financial concepts within a dynamic and highly capable team
• Influence Strategic Investment Decisions: Play a central role in key investment decisions for a rapidly growing organization targeting a multi-billion dollar market opportunity
• Implement Cutting-Edge AI Tools: Collaborate with leadership to deploy innovative FP&A tools that will drive the future of work
• Drive Mission Impact: Experience your day-to-day work as it directly impacts a mission-driven organization dedicated to improving the critical defense and infrastructure posture of the United States and its allies
• Base Salary: $125,000-$200,000
• Bonus program and equity in a fast-growing startup
• Competitive medical, dental, and vision coverage for employees and their families
• Health Savings Account with annual employer contributions
• Employer-paid Life and Disability Insurance
• Uncapped paid time off policy
• Flexible work & remote work policy
• Tax-deferred public transit benefits with Metro SmartBenefits (DC/MD/VA)