Financial Planning and Analysis Lead

Agility Robotics

. The Financial Planning and Analysis Lead will be responsible for developing insightful analyses that will support timely and effective decision making throughout the organization.

Posted 5/1/2026full-timeFremont • California, Oregon, Pennsylvania • 🇺🇸 United StatesSenior💰 $111,000 - $173,000 per yearWebsite

About the role

Key responsibilities & impact

The Financial Planning and Analysis Lead will be responsible for developing insightful analyses that will support timely and effective decision making throughout the organization.
Work closely with senior management and department leads to help develop a long term business plan as well as a detailed annual budget.
Formulate and refine the strategy and financial projections for the business on a quarterly basis.
Budgeting and Forecasting: Collaborate with business leaders to build annual bottoms-up departmental and organizational budgets. Be a resource for resolving issues and provide training and guidance as needed.
Develop comprehensive reporting of assumptions, financial statements, and operational metrics derived from the budget process for internal and external stakeholders.
Prepare monthly actual to operating budget variances and examine with departmental leaders to determine whether operational changes are required.
Lead headcount modeling & track financial impact on headcount changes.
Generate cash forecasts with visibility into future liquidity needs.
Lead the quarterly re-forecasting process and provide analysis of actual and forecasted variances from original budget.
Lead and deliver on Digital Finance transformation by identifying areas for technology adoption and streamlining.
Perform ad hoc analysis where required to assist in management decision making.

Requirements

What you’ll need

Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management and 5+ years related financial or business analysis experience.
Excellent analysis skills and experience with executive presentations.
Thorough knowledge and experience in Microsoft Office and Google Suite, including expertise in Excel & Google Sheets.
Strong business acumen and exceptional analytical skills to recognize emerging trends in financial data.
Ability to translate and communicate complex financial information to a broad and diverse audience.
Demonstrable experience in leadership, multitasking, and time management.
Possesses excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders.

Benefits

Comp & perks

401(k) Plan: Includes a 6% company match.
Equity: Company stock options.
Insurance Coverage: 100% company-paid medical, dental, vision, and short/long-term disability insurance for employees.
Benefit Start Date: Eligible for benefits on your first day of employment.
Well-Being Support: Employee Assistance Program (EAP).
Time Off: Exempt Employees: Flexible, unlimited PTO and 10 company holidays, including a winter shutdown. Non-Exempt Employees: 10 vacation days, paid sick leave, and 10 company holidays, including a winter shutdown, annually.
On-Site Perks: Catered lunches four times a week and a variety of healthy snacks and refreshments at our Salem and Pittsburgh locations.
Parental Leave: Generous paid parental leave programs.
Work Environment: A culture that supports flexible work arrangements.
Growth Opportunities: Professional development and tuition reimbursement programs.
Relocation Assistance: Provided for eligible roles.
Annual Discretionary Bonus: Provided for eligible roles.

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisbudgetingforecastingfinancial projectionscash forecastingheadcount modelingad hoc analysisreportingoperational metricsdata analysis

Soft Skills

leadershipmultitaskingtime managementinterpersonal skillscommunication skillsbusiness acumenanalytical skillspresentation skillsrelationship buildingproblem solving

Certifications

Bachelor’s Degree in FinanceBachelor’s Degree in AccountingBachelor’s Degree in Business ManagementMaster’s Degree in FinanceMaster’s Degree in AccountingMaster’s Degree in Business Management