RiskSpan

Financial Planning and Analysis

• Support annual budgeting, reforecasting, and long-range planning processes
• Build and maintain financial models related to revenue, cost structure, and profitability
• Analyze variances vs. plan, forecast, and prior periods; identify key drivers
• Partner with accounting to understand actual results and ensure analytical consistency with financial statements
• Use income statement, balance sheet, and cash flow data to inform analysis and forecasts
• Understand revenue recognition, cost capitalization vs. expensing, and timing differences that affect results
• Identify and explain differences between operational performance and reported financial outcomes
• Conduct ad-hoc analysis to support pricing, resourcing, investment decisions, and growth initiatives
• Assist in evaluating new products, services, or business opportunities
• Support scenario modeling and sensitivity analysis for key assumptions
• Work with cross-functional leaders to understand operational and economic drivers
• Prepare management reporting and analysis for senior leadership
• Build and manage monthly KPI reporting
• Help develop clear narratives around performance, trends, and risks
• Support board- and investor-level materials as needed
• Help improve FP&A models, documentation, and analytical frameworks
• Identify opportunities to streamline or automate reporting and analysis
• Work with finance systems and data sources to ensure accuracy and usability

Strategy and Planning Analyst, FP&A