Note: The job is a remote job and is open to candidates in USA. U.S. Financial Technology (U.S. FinTech) is seeking an experienced Senior Financial Planning and Analysis Analyst to join their team of talented professionals. In this critical role, the Sr. Associate supports the Finance Manager and Director in executing enterprise-level planning, budgeting, forecasting, and management reporting and analysis.
Responsibilities
- Coordinates with business partner FP&A team to prepare and validate consolidated planning, budgeting and forecasting. Supports the development of planning and forecasting material
- Supports the Manager of FP&A in creating reporting packages, works closely with business partner FP&A and accounting teams to gather inputs and validate data accuracy, and contributes analytical commentary and performance insights
- Supports the development of financial models and runs scenario analyses under the FP&A Manager / Director’s guidance to support decision-making and executive discussions
- Maintains FP&A systems, executes data uploads and reconciliations, and supports system enhancements and process improvements under the Manager's direction
- Works closely with business partner FP&A and accounting teams to gather inputs, consolidate data, and ensure accurate financial reporting
- Supports risk management activities within FP&A, including and not limited to: process risk assessment, Process Procedure and RCM updates, RCSA, KI reporting, Data Governance
Skills
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Minimum of 5 years in Financial Planning and Analysis supporting business or technology areas
- Applicants must be authorized to work in the US without requiring employer sponsorship currently or in the future
- Knowledge of FP&A processes, financial systems, corporate reporting and consolidation
- Project Management – Plans, coordinates, and executes complex financial initiatives and system enhancements efficiently
- Analytical Problem-Solving – Uses quantitative and qualitative analysis to identify root causes, optimize outcomes, and solve complex business issues
- Executive-Level Communication – Clearly communicates insights, recommendations, and financial implications to senior executives
- FP&A Systems Proficiency – Maintains and optimizes financial planning and reporting systems to ensure accurate and efficient processes
- CPA or MBA in Finance or similar degree preferred
Benefits
- Performance bonus
- 401k match
- Healthcare coverage
- PTO
- A broad range of other benefits
Company Overview