Lead Financial Analyst - FP&A

Location: Edgewood, NY, United States

Salary: $95,000–$115,000 USD annually; bonus eligible

Company

hirify.global provides financial and customer communications solutions and is expanding its Customer Communications Solutions business.

What you will do

• Lead annual planning, quarterly forecasting, monthly close, and reporting processes for onboarding and revenue-to-sales activities.
• Own the P&L for one segment, including revenue and expense forecasting, budgeting, and monthly close.
• Analyze revenue, sales, expenses, margins, profitability, volumes, and other operational performance drivers.
• Partner with Client Success, On-Boarding, Sales, Operations, Accounting, Corporate FP&A, and other finance teams.
• Build and maintain financial models for forecasting, scenario analysis, business cases, pricing, profitability, and strategic initiatives.
• Improve budgeting and forecasting processes through automation, data cleansing, and AI tools.

Requirements

• 4+ years of relevant experience in FP&A, finance, accounting, decision support, or related analytical roles.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Experience with financial reporting, budgeting, forecasting, variance analysis, and journal entries.
• Proficiency in Microsoft Excel; experience with TM1, Oracle, Anaplan, and Power BI is preferred.
• Strong analytical, communication, problem-solving, and stakeholder-management skills, including the ability to present insights to senior leaders.
• Ability to manage multiple priorities, work with minimal supervision, and meet month-end deadlines.

Nice to have

• Experience with TM1, Oracle, Anaplan, or Power BI.
• Familiarity with AI tools and analytics techniques for financial analysis, forecasting, reporting, and decision support.

Culture & Benefits

• Collaborative and inclusive work environment.
• Emphasis on transparent, data-driven decision-making and cross-functional partnership.
• Bonus eligibility.
• Human review is included in AI-assisted recruiting decisions.