Staff Financial Analyst (Fintech)

TL;DR

Staff Financial Analyst (FP&A): Managing revenue and operating expenses for the Professional Tax Group with an accent on financial clarity, accountability, and performance. Focus on developing AI forecasting models, executing annual planning, and partnering with cross-functional leaders to drive actionable business insights.

Location: Frisco, Texas

Company

hirify.global is a global financial technology platform that powers prosperity for millions of customers through products like TurboTax, Credit Karma, QuickBooks, and Mailchimp.

What you will do

• Support revenue forecasting for subscription and usage-based models, analyzing volume, pricing, mix, and retention.
• Develop and implement AI forecasting models to improve financial predictability.
• Own and manage OpEx forecasting across headcount, program spend, COGS, and discretionary investments.
• Execute core FP&A processes, including month-end close, current estimate cycles, and annual planning.
• Partner with Sales, Marketing, Product, and Operations leaders to drive accountability and performance.
• Build complex financial models and create executive-ready reporting and presentations.

Requirements

• 3–6+ years of experience in FP&A, corporate finance, consulting, or investment banking.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Strong understanding of P&L mechanics and advanced Excel modeling skills.
• Location: Must be based in Frisco, Texas.

Nice to have

• Experience supporting a SaaS, subscription, or technology business.
• Proficiency with advanced AI forecasting tools such as Cursor, Jupyter, or Colab.
• Experience with financial systems like Hyperion, Essbase, or Anaplan.
• Knowledge of data visualization and analysis tools including Tableau, Power BI, or SQL.

Culture & Benefits

• Competitive compensation package with a strong pay-for-performance reward system.
• Eligibility for cash bonuses and equity rewards based on applicable plans.
• Comprehensive benefits package for full-time employees.
• Commitment to ongoing fair pay through regular ethnicity and gender comparisons.