Analyst, Financial Planning & Analysis

About This Role

This fully remote role focuses on managing operating expense planning, reporting, and forecasting for the finance team. It involves shaping strategic financial decisions, optimizing company spending, and supporting the design and maintenance of key financial systems. The position leverages AI-driven tools to enhance financial analysis and reporting, contributing to informed decision-making and efficient resource allocation.

Responsibilities

• Own operating expense planning, reporting, and forecasting processes
• Develop and maintain budget and forecast models with internal stakeholders
• Support monthly closing including variance and deep-dive analyses
• Use AI to generate initial variance commentary based on accounting data
• Communicate financial results and insights to budget owners and leadership
• Ensure compliance with finance policies and relevant accounting standards
• Design and maintain core business systems such as ERP, procurement, and CRM platforms
• Collaborate to maintain data integrity across financial and operational systems
• Develop scalable processes to support business growth
• Create and update reporting decks and dashboards for various audiences
• Translate complex data into clear, actionable financial insights
• Build reusable AI workflows for recurring reporting tasks
• Partner cross-functionally to inform strategy and support company growth

Requirements

• Minimum 5 years of financial planning and analysis experience
• Experience managing and supporting systems like NetSuite, procurement platforms, and CRM systems with admin-level access
• Proficiency in using AI tools responsibly for financial data analysis
• Strong analytical skills with experience handling complex data sets
• Collaborative problem-solving skills and ability to work with limited direction
• Excellent communication skills for diverse audiences
• Advanced skills in Excel and Google Suite
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Experience in fast-paced startup environments preferred

Benefits

• Annual discretionary bonus: approximately 10% of base salary
• Equity participation opportunities
• Comprehensive health insurance with eligibility from date of hire
• Paid parental leave option (12 weeks)
• 401(k) plan with employer matching up to 3% and immediate vesting
• Well-being benefits
• Flexible paid time off
• Remote work options and home office stipend for many roles