Senior FP&A Analyst

Summary

Join Point, a company focused on making homeownership more accessible, as a Finance Leader. You will be a key partner to company leadership, shaping and executing the financial vision. Responsibilities include creating financial forecasts, collaborating with cross-functional teams on expense planning, analyzing financial performance, providing financial modeling, advising departments on financial matters, preparing financial reports, and partnering with accounting on audits. This role requires strong quantitative and analytical skills, advanced proficiency in Excel or Google Sheets, and excellent communication skills. Point offers a comprehensive benefits package including generous health benefits, unlimited paid time off, flexible remote work options, fully paid parental leave, and financial wellness programs.

Requirements

• 5+ years of progressive experience in FP&A, corporate finance, accounting, or a related field
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; MBA and/or CFA preferred
• Strong quantitative and analytical skills with the ability to interpret financial data, identify trends, and develop actionable insights
• Advanced proficiency in Excel and/or Google Sheets, with experience building complex financial models
• Solid foundation in core finance and accounting principles
• Excellent written and verbal communication skills, including the ability to present financial insights clearly to both internal and external stakeholders
• Proven ability to work cross-functionally and build strong relationships across departments
• Highly self-directed, detail-oriented, and able to manage multiple priorities in a fast-paced environment

Responsibilities

• Create a driver-based financial forecast for both revenue and expenses
• Collaborate with cross-functional teams (eg, marketing, engineering, operations) to build and maintain various departments’ expense plan, including personnel and non-headcount expenses
• Track and analyze variances between actual and forecasted financial performance, providing actionable insights to senior management
• Provide financial modeling and ad-hoc analysis to support new initiatives, business investments, and cost-saving opportunities
• Act as a trusted advisor to departments, guiding them in financial matters and helping to align departmental objectives with company goals
• Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders
• Partner with Accounting on the execution of company’s annual audit

Preferred Qualifications

• Experience or familiarity with the real estate market, fintech, or related industries is preferred
• Experience with NetSuite ERP or NetSuite Planning and Budgeting software is a plus
• Comfortable with ambiguity and adaptable to change in a startup or high-growth setting

Benefits

• Generous health benefits
• We provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA)
• Unlimited paid time off
• Recharge with unlimited paid time off and 10 company holidays
• Flexible remote & onsite work
• Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ
• Fully paid parental leave
• Point will true-up wages from state-applicable PFL earnings so that the employee’s total gross pay will be equivalent to 100% of their regular base pay, as well as two weeks of fully paid leave to be available after exhaustion of state PFL
• For employees in states without Paid Family Leave, Point will provide up to 8 weeks of paid parental leave
• In addition, all employees will receive 4 weeks of fully paid transition time. For four weeks after returning from parental leave, and following the use of all other paid leave benefits, you may work part-time, meaning two or three days per week, and receive 100% of regular base pay
• Financial wellness
• We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Full-time employees have the opportunity to take ownership in the company through equity options
• Extra work/life benefits
• We provide monthly stipends for internet, mobile plans, and a one-time home office reimbursement