Finance Analyst

About the Company

The organization operates in the fintech sector, processing billions of transactions annually. It is a well-capitalized, private equity-backed company that is profitable and growing. Positioned at a stage where finance has significant visibility and influence, the organization focuses on delivering financial services with broad operational impact and is actively integrating AI and data-driven tools to enhance financial processes.

About the Role

The Finance Analyst role supports the full finance function, including revenue analysis, profit and loss reporting, budgeting, and cross-functional business partnering. Reporting to the VP of Finance, this position contributes to financial planning and analysis (FP&A) activities that influence business decisions across multiple departments. The role offers broad exposure to corporate finance and involves working with modern FP&A tools and emerging AI initiatives, making it suited for early-career professionals eager to develop deep financial expertise.

Responsibilities

- Support detailed revenue reporting and analyze performance across multiple lines of business

- Maintain key revenue KPIs such as ARR, churn, take rate, and cohort analysis

- Assist with monthly and quarterly P&L reporting, variance analysis, and management commentary

- Partner with leaders across Sales, Marketing, Operations, and G&A for budgeting and forecasting

- Build and maintain budget models, tracking actuals against plans to flag risks or opportunities

- Prepare materials for board and executive reporting with high accuracy and consistency

- Support annual budgeting, scenario analysis, and rolling forecasting processes

- Operate FP&A software (such as Abacum) for planning and reporting workflows

- Identify opportunities to automate financial processes and support AI/data initiatives

- Respond to ad hoc financial analysis and special projects for finance leadership

Requirements

- 2 to 4 years of experience in FP&A, corporate finance, or financial analysis

- Background in fintech, payments, SaaS, or high-growth tech is preferred

- Strong skills in financial modeling, budgeting, and variance analysis using Excel or Google Sheets

- Exposure to both revenue and P&L analysis and an understanding of their connection

- High standard for accuracy, quality outputs, and detail orientation

- Effective communication skills with the ability to present data to non-finance stakeholders

- High ownership mentality and a collaborative, low-ego approach to teamwork

Nice to Have

- Familiarity with Abacum or similar FP&A platforms

- Familiarity with Tableau, Looker, or SQL

- Interest in AI and automation within the finance function

Compensation

$85,000 — $110,000 base salary

Final compensation depends on experience and includes an annual bonus target.

Benefits & Perks

- Remote role (preference for candidates near New York City for occasional collaboration)

- Health, dental, and vision insurance

- Flexible Paid Time Off (PTO) and 13 paid holidays

- Company volunteer days

- Exposure to modern FP&A tools and AI-driven finance initiatives

Equal Opportunity Statement

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.