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Financial Planning & Analysis
LexRoom Arbitration SupportFP&A Specialist building financial planning systems at Lexroom, a legal AI startup. Partnering with departments to translate data into actionable business insights while owning financial infrastructure.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Financial Planning and Analysis (FP&A), advanced Excel modeling, and strategic financial planning. Capable of building financial systems from scratch while effectively communicating complex financial data to stakeholders.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Advanced Excel ModelingSaaS Metrics UnderstandingStrategic Financial PlanningClear Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial ModelingData AnalysisBudgetingForecastingCost-Per-Lead AnalysisLTV CalculationCAC CalculationP&L ManagementReconciliationBusiness Plan Development
Soft Skills
Problem-SolvingOwnershipAdaptabilityCollaborationCommunication
Industry Keywords
Corporate FinanceInvestment BankingM&AVenture CapitalStartup EnvironmentFinancial ReportingInvestor RelationsManagement EngineeringBusiness AdministrationEconomics
About the role
Key responsibilities & impact- Build and Own the Infrastructure: Take FP&A from a blank canvas to a structured machine. Own, run, and continuously iterate our management P&L, business plan, and rolling forecasts.
- Deep-Dive Data Analysis: Spend ~50% of your time analyzing cross-departmental data (COGS, margins, CAC, LTV, cost-per-lead) to uncover trends, efficiencies, and growth levers.
- Strategic Planning: Partner with department heads and BizOps to build budgets and business plans, translating operational metrics into financial reality.
- Investor & Board Relations: Support the Head of Finance and Founders in preparing board decks, financial reporting packages, and materials for fundraising/investor updates.
- Navigate the Ambiguity: Spot financial gaps and discrepancies proactively. In our fast-paced environment, you will know exactly where "the fires" are and intentionally decide which ones to fight to move the needle.
Requirements
What you’ll need- 2–4 years of experience in FP&A, Strategic Finance, Corporate Finance, Investment Banking, M&A, or Venture Capital.
- A Builder's Mindset: Experience or a strong desire to build financial systems from scratch in a fast-growing, early-to-mid-stage startup. You are comfortable with duct-tape solutions today to build robust models for tomorrow.
- Heavyweight Excel Modeling Skills: Advanced modeling is your second language. You can build, stress-test, and debug complex management models with zero supervision.
- SaaS & Tech Literacy: A strong grasp of core subscription metrics (CAC, LTV, ARR, Churn, Margin structures) and how they connect to the P&L.
- Rigor and Extreme Ownership: Zero-tolerance approach to untracked inaccuracies. If there’s a gap in the reconciliation, you won't rest until you know exactly where it is.
- Clear Communication: Ability to translate complex numbers into simple, compelling stories for founders, team leads, and top-tier investors.
- Academic Background: Degree in Finance, Business Administration, Management Engineering, or Economics.
- Language: Full professional proficiency in English (Italian is a plus, but not required).
Benefits
Comp & perks- Hybrid Work: Split your time between working from home and collaborating in our Milan office three days a week, keeping our execution speed and team culture strong.
- Health Insurance: Comprehensive coverage to ensure peace of mind.
- Meal Vouchers: Daily support to make your lunch breaks easier.
- Team Retreats & Off-sites: Dedicated time to connect, collaborate, and spark bold ideas.