9 дней назад
Staff Financial Analyst - Customer Success FP&A (Fintech)
142 000 - 192 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Staff Financial Analyst - Customer Success FP&A (Fintech): Building rigorous financial models and driver-based reporting frameworks for Customer Success FP&A with an accent on strategic planning, unit economics, ROI analysis, and operational performance. Focus on translating ambiguous business questions into executive recommendations, automating planning and reporting, and analyzing variance drivers across complex cross-functional operations.
Location: San Diego, California, or Mountain View, California, United States
Base pay: $142,000–$192,000 in San Diego or $154,000–$208,500 in Mountain View per year, plus potential cash bonus, equity rewards, and benefits.
Company
is a financial technology platform providing products including TurboTax, Credit Karma, QuickBooks, and Mailchimp.
What you will do
- Partner with business and finance leaders on short- and long-term strategic and financial planning.
- Build financial models covering business performance, unit economics, return on investment, and scenario outcomes.
- Lead mid-month and month-end financial reviews, identifying and quantifying key variance drivers.
- Own driver-based reporting frameworks for month-end close, quarterly forecasting, annual planning, and long-range planning.
- Manage the consolidated FP&A calendar and deliver accurate financial submissions to Finance and business partners.
- Translate complex financial data into actionable insights and executive-level recommendations.
Requirements
- 8+ years of professional experience in consulting, investment banking, corporate finance, or data science in a technology company.
- Proficiency in Excel or Google Sheets; experience with Python or SQL is preferred.
- Strong problem-solving, analytical, communication, and presentation skills.
- Ability to translate data into strategic insights and business results in fast-paced, ambiguous environments.
- Bachelor’s degree in business, finance, or a related area.
Nice to have
- Advanced degree or certification such as an MBA, CPA, or CFA.
Culture & Benefits
- Cross-functional collaboration across Finance, Workforce Management, Operations, and Service Delivery.
- Opportunities to improve planning and reporting through automation and AI-enabled tools.
- Competitive compensation with performance-based cash bonus eligibility, equity rewards, and benefits.
- Regular pay comparisons across ethnicity and gender categories to support fair compensation.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
13 дней назад
Financial Planning & Analysis Manager (AI)
165 000 - 210 000$
12 дней назад
Senior Financial Analyst (SaaS)
100 000 - 140 000$
10 дней назад
Senior Financial Analyst, GTM (Fintech)
100 000 - 130 000$
14 дней назад
Senior FP&A Analyst (AI)
150 000 - 170 000$
13 дней назад
Senior FP&A Analyst (Fintech)
11 дней назад