FP&A Associate

Summary

Join a fast-growing vertical SaaS startup specializing in investment banking as an FP&A Associate. This role supports FP&A and cash activities, focusing on financial reporting, cash management, and collaboration with accounting and revenue teams. The ideal candidate will possess a strong finance background, meticulous attention to detail, and thrive in a fast-paced environment. Responsibilities include month-end close, financial reporting, budgeting, forecasting, financial modeling, and cross-functional collaboration. The position offers remote work flexibility and a competitive salary and benefits package.

Requirements

• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field
• 2+ years of experience in financial analysis, or a related role, preferably in a SaaS or technology environment
• Proficiency in Excel, PowerPoint, and financial modeling
• Strong understanding of financial statements and KPIs
• Exceptional organizational and multitasking abilities
• Strong written and verbal communication skills
• High attention to detail and commitment to accuracy
• Ability to work collaboratively across teams and manage multiple priorities in a fast-paced environment

Responsibilities

• Assist in the monthly closing cycle, working closely with accounting to ensure accurate and timely financial reporting
• Support revenue and customer reporting by reconciling data across financial systems
• Ensure data accuracy and provide insights on variances, performance metrics, and key financial indicators
• Prepare and maintain cash flow reports, ensuring visibility into liquidity and financial health while monitoring timing of cash inflows and outflows
• Assist in improving cash reporting processes to enhance forecasting accuracy and efficiency
• Assist in running re-forecasts and financial models, incorporating actuals and key business assumptions
• Help analyze financial trends and provide insights to optimize resource allocation
• Support cash forecasting efforts, ensuring alignment with business needs and financial constraints
• Conduct scenario analysis to inform strategic decision-making, including potential liquidity planning
• Work closely with the finance, accounting, and revenue teams to ensure alignment on financial data, cash reporting, and forecasting
• Align with the business on key targets related to financial performance and cash management objectives
• Assist in preparing monthly performance review meetings, providing key insights into financial, operational, and cash flow performance
• Contribute to process improvements in cash management, financial operations, and reporting workflows to enhance accuracy and efficiency

Preferred Qualifications

• Familiarity with CRM tools and project management platforms
• Familiarity with the investment banking or financial services industry
• Prior experience with SaaS, investment banking, investor reporting
• A track record of driving product development excellence and delivering scalable solutions in high-growth startups or fast-paced environments

Benefits

• 100% Remote work (Work from wherever you want!)
• Competitive USD salary
• Potential for equity grant in Finalis
• High-Speed Internet expenses allowance
• Generous Paid time-off (Vacation Time!)
• Additional 17 Flex Days (to use in national holidays or personal matters)
• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!)
• People Team Partner (to target your roadblocks and customize an action plan for your career path)
• Buddy Program
• Virtual After-Office Activities
• Diverse Culture & Inclusive environment