Associate Analyst, FP&A

Trusteer Financial

Financial Analyst joining dynamic FP&A team delivering financial services to startups. Conducting analyses and managing financial projections in a fast-paced environment.

Posted 4/28/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Master the application of advanced Excel functions such as Pivot Tables, Macros, and advanced formulas for detailed financial analysis and modeling
Develop and manage financial projections using both top-down and bottom-up approaches
Conduct financial analyses including MRR, LTV, CAC calculations, and basic cohort analysis
Prepare comprehensive financial statements such as P&L, Balance Sheets, and Cash Flow Statements
Support monthly, quarterly, and annual financial closing processes for clients, ensuring accuracy and compliance
Collaborate on financial planning and analysis tasks including budgeting and forecasting
Communicate effectively with clients and team members to manage financial data and project statuses across multiple platforms (Slack, Clickup, etc)

Requirements

What you’ll need

Bachelor’s Degree in Business Administration, Finance, Economics, or a related field
At least three years of relevant experience in financial analysis, project management, and business process analytics
Proficiency in Excel and familiarity with BI tools (Python, R, SQL, and Microsoft BI are pluses)
Exceptional analytical, problem-solving, and organizational skills
Strong interpersonal and communication skills, capable of working effectively with cross-functional teams
Experience with early to mid-stage startups preferred

Benefits

Comp & perks

The opportunity to work within an unbeatable company culture
Exposure to diverse financial scenarios and business models, facilitating rapid professional growth
Competitive compensation and benefits package
Opportunities for personal and professional development in a supportive environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

advanced Excel functionsPivot TablesMacrosfinancial analysisfinancial modelingMRR calculationsLTV calculationsCAC calculationscohort analysisfinancial statements

Soft Skills

analytical skillsproblem-solving skillsorganizational skillsinterpersonal skillscommunication skills