Finance Associate
Core
Strategic FP&A Finance Associate supporting business partners and leadership with planning, forecasting, performance reporting, and financial analysis to drive growth and inform decision-making.
Role type
Senior IC Finance Business Partner (FP&A)
Builds
Budgets, forecasts, long-range plans, investment plans, monthly performance reports, and executive-level presentations.
Domain
FinTech / Business Payments / Cash Management
Required skills
Financial modeling, forecasting, variance analysis, budgeting, consolidation, management reporting, workforce analytics (headcount, compensation, attrition), Excel (advanced), data visualization, stakeholder engagement, process improvement, AI/automation adoption
Preferred skills
Experience in software or payments industry, knowledge of SaaS metrics, proficiency with Snowflake, Alteryx, Power BI, Adaptive Planning or similar tools, ability to translate data into narratives
Technologies
Snowflake, Alteryx, Power BI, Adaptive Planning
Responsibilities
Serve as a trusted finance partner delivering insights on business drivers and risks; Lead budgeting, forecasting, and monthly performance reporting with variance analysis; Analyze workforce trends and financial implications; Prepare executive presentations and business reviews; Build and maintain financial models for revenue, expenses, and scenarios; Perform ad hoc analyses to identify trends and explain variances; Translate data into clear narratives for stakeholders; Drive process improvement using technology and AI.
Seniority
Mid-to-Senior, hands-on IC
