Associate Financial Analyst
Core
Support financial planning, forecasting, and the implementation of new FP&A and budgeting software systems.
Role type
Associate Financial Analyst (FP&A & Systems Implementation)
Builds
Forecasts, operational plans, and financial reporting outputs
Domain
SaaS / Technology Finance
Deliverable
dashboards & analysis
Required skills
Financial modeling, Excel, AI tools (Claude, Copilot), SaaS metrics, three financial statements
Preferred skills
Finance/Accounting experience, executive presentation, finance business systems implementation
Responsibilities
Support HR and Legal leaders with forecast updates, purchase and headcount approvals, and data reconciliations; Assist departments with forecasting and reconciliation to ensure consistent reporting; Support implementation of new FP&A, budgeting, and reporting software; Gather business requirements and translate them into system specifications; Validate data migrations, mappings, and reporting outputs; Document current-state and future-state financial processes; Identify opportunities to automate manual processes; Prepare presentation materials for Finance leadership.
