Versapay

Financial Planning and Analysis Analyst

Versapay

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $80,000 - $100,000 per year

Job Level

JuniorMid-Level

Tech Stack

Tableau

About the role

  • Work on the annual budgeting and forecasting processes for OpEx, working closely with C-level executives and department leaders to develop accurate operating expense models
  • Develop and maintain sophisticated financial models (P&L, Balance Sheet, Cash Flow) to evaluate business opportunities, assess risks, and forecast financial performance
  • Prepare and present comprehensive financial reports and dashboards to senior leadership, highlighting KPIs, variances against budget/forecast, and actionable insights
  • Partner with cross-functional teams for long-term strategic planning, scenario analysis, and evaluation of potential investments and initiatives
  • Identify opportunities to streamline and enhance FP&A processes, leveraging technology and best practices to drive efficiency and scalability
  • Prepare month-end reporting, reporting to parent company, and Board deck presentations; research trends and create financial commentary
  • Report to the Vice President of Financial Planning & Analysis and collaborate with Finance Leadership and other departments on software spend, professional fees, and revenue backlog management

Requirements

  • Bachelor’s Degree in Accounting, Finance, Economics, or related field (MBA preferred)
  • 2+ years of progressive experience in corporate finance / financial planning and analysis
  • Strong proficiency in financial modeling, forecasting, and analysis
  • Advanced Excel skills; experience with data visualization tools (e.g., Tableau) preferred
  • Excellent analytical and problem-solving skills; ability to translate complex financial data into actionable insights
  • Exceptional presentation skills; ability to effectively communicate complex financial concepts to non-financial stakeholders
  • Proven ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
  • Familiarity with B2B marketing and the FinTech/Payments space is a plus