Note: The job is a remote job and is open to candidates in USA. Aerio Partners is a fast-growing payroll and human-capital-management SaaS company. The Senior FP&A Analyst will support forecasting, management reporting, variance analysis, and financial decision-making across the organization.
Responsibilities
- Support annual planning, forecasting, and periodic re-forecasting across the organization
- Analyze monthly financial results and communicate key drivers, risks, and opportunities
- Partner with Accounting during month-end close and help ensure accurate management reporting
- Prepare executive-ready reporting covering the income statement, balance sheet, and cash-flow statement
- Improve and streamline a complex monthly reporting package currently assembled from multiple data sources
- Develop scalable Power BI dashboards and financial-performance reporting
- Build and maintain financial models for revenue, operating expenses, headcount, and other business drivers
- Partner with functional leaders on budgeting, forecasting, and performance management
- Support headcount planning and reporting improvements
- Assist with financial systems improvements and post-acquisition integration activities
- Identify opportunities to automate recurring analysis and reduce manual reporting
- Work across the full P&L while helping establish clear ownership of FP&A processes
- Translate detailed financial information into concise, actionable recommendations
Skills
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
- Approximately 3+ or more years of progressive FP&A, corporate finance, or related experience
- Strong understanding of financial statements and full-P&L analysis
- Advanced Excel and financial-modeling skills
- Experience developing dashboards and reporting in Power BI
- Strong analytical skills and an ability to explain the 'why' behind financial results
- Demonstrated business-partnering and communication skills
- Ability to work independently and create structure in a fast-moving environment
- Comfortable balancing recurring deliverables with ad hoc analysis and process improvement
- You must be fully authorized to work in the United States. This position is not eligible for current or future employment visa sponsorship, including H-1B sponsorship
- Fintech, SaaS, or adjacent industries are highly preferred
- Experience with Vena Solutions or another financial-planning platform
Company Overview