Financial Planning and Analysis Manager
Bishop Fox
SQLTableau
Senior Financial Analyst
Self Financial, Inc.
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $124,000 - $165,000 per year
Job Level
Senior
Tech Stack
SQLTableau
About the role
- Own and enhance financial models to support short- and long-term planning
- Partner cross-functionally with Marketing, Product, and Analytics to develop, validate, and refine forecasts and business cases
- Build dashboards and executive reporting that track key performance metrics (e.g., customer acquisition cost, LTV, unit economics)
- Analyze trends, variances, and risks in performance; proactively flag issues and recommend actions
- Support monthly and quarterly close cycles with variance analysis and board-level insights
- Translate complex financial data into actionable, business-friendly narratives for leadership
- Continuously improve forecasting processes, reporting tools, and data quality
Requirements
- 4–6+ years of experience in Financial Planning & Analysis (FP&A), strategic finance, investment banking, or similar
- Expert-level Excel modeling skills; capable of building dynamic, scenario-driven models from scratch
- Experience with SQL (nice to have) and comfort working with large, complex datasets
- Familiarity with Tableau, Looker, or similar BI tools for data visualization and reporting
- Excellent communication and storytelling skills
- Strategic mindset with a bias for action, curiosity, and problem-solving
- Comfortable operating independently and collaboratively in a fast-moving environment
- Experience in FinTech, SaaS, or consumer financial services preferred
- Intellectual curiosity and ability to partner with executive team to influence decision-making
- Must be a U.S. Citizen or Green Card Holder (work authorization requirement)
