FP&A Analyst
Our client is seeking a highly analytical and detail-oriented FP&A Analyst to assist startup clients. In this role, you will play a critical part in budgeting, forecasting, financial modeling, strategic analysis, and fundraising support. They are looking for someone who can roll their sleeves up and produce easy to use financial tools to help founders plan. This is a high impact role that will shape the future of many of the world’s most ambitious startups.
Key Responsibilities- Develop and maintain the monthly, quarterly, and annual forecasting and budgeting processes
- Build and maintain dynamic financial models to support business planning, scenario analysis, and investment decisions
- Prepare monthly management reporting packages with insights on key variances and business drivers
- Partner with department leaders to understand cost structures, optimize spend, and align on financial goals
- Conduct ad hoc financial analysis to evaluate performance and support strategic initiatives
- Monitor key financial and operational KPIs and deliver actionable insights to leadership
- Contribute to board materials, investor presentations, and long-range planning documents
- Support the automation and improvement of FP&A processes and reporting systems
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (CPA or MBA a plus)
- 2–4 years of experience in FP&A, investment banking, consulting, or corporate finance at a US-based company
- Advanced proficiency in Excel/Google Sheets and PowerPoint/Google Slides
- Familiarity with financial tools such as Xero, QuickBooks, NetSuite, or Fathom
- Excellent analytical, problem-solving, and communication skills
- Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment
- Experience in startups or mid-sized tech companies
- Experience setting up financial systems or building processes from scratch