Senior FP&A Analyst

Summary

Join Ada as a Senior FP&A Analyst and contribute to the financial success of this leading AI customer service company. Reporting to the Senior Strategic Finance Manager, you will play a crucial role in business performance reporting, financial forecasting, and strategic decision-making. Your responsibilities will encompass building and maintaining key financial metrics, supporting budget development, performing variance analysis, collaborating with the accounting team, and preparing board materials. You will leverage your financial expertise to provide actionable insights and drive process improvements. This fast-paced role offers significant growth opportunities within a dynamic startup environment. Ada offers a competitive salary and a comprehensive benefits package, including unlimited vacation, comprehensive health benefits, a wellness account, and a flexible remote-first work environment.

Requirements

• 2-4 years of experience providing financial modeling and analysis
• Highly proficient in Excel or Google Sheets
• Strong attention to detail and solid understanding of accounting principles
• Strong communication skills and can leverage financial analysis to provide a complete picture
• You are looking to be in a fast-paced environment with opportunities to learn and grow

Responsibilities

• Build, maintain, and enhance key financial metrics and reports, ensuring accuracy and timely updates
• Support development of the annual budget and interim forecasts
• Maintain and update the three-statement financial forecast model, supporting strategic decisions and providing insights into company performance
• Perform detailed analysis of month-end variances, and work closely with department leaders to understand the root causes, recommending actionable insights
• Collaborate with the accounting team to ensure accurate and timely month-end close, including the collection of necessary data and ensuring alignment with forecast models
• Work closely with departments across the business to gather and integrate financial and non-financial data to develop strategic analysis and reporting
• Assist in the preparation of materials for board meetings, ensuring key financial data is accurate and making connections to provide a picture of the business as a whole
• Identify opportunities for process improvements, leveraging automation and AI and optimizing workflows to ensure efficiency and accuracy
• Provide financial insights to support various strategic initiatives
• Perform other ad-hoc financial analysis and reporting as required by leadership

Preferred Qualifications

• Prior experience working in a startup environment, particularly in SaaS
• Experience working with financial planning and accounting software
• Experience working with CRMs and data tools (eg. Salesforce, Looker)

Benefits

• Unlimited Vacation: Recharge when you need to
• Comprehensive Benefits: Extended health coverage, dental, vision, travel, and life insurance
• Wellness Account: Empowering you to invest in your overall well-being and lifestyle
• Employee & Family Assistance Plan: Resources to support you and your loved ones
• Flexible Work Schedule: Balance your work and personal life
• Remote-First, In-Person Friendly: Options to work from home or at our local hub
• Learning & Development Budget: Invest in your long-term growth goals and skills
• Work from Home Budget: Equipping you with the tools and support for a seamless remote work experience
• Access to Cutting-Edge AI Tools: Work with the best AI tech stack in the industry
• Hands-On with LLMs: Enhance your expertise in leveraging large language models
• A Thriving Industry: Join the forefront of innovation in AI, shaping the future of technology