VIA

Financial Planning and Analysis Lead – FP&A

VIA

full-time

Posted on:

Location Type: Hybrid

Location: SomervilleMassachusettsUnited States

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Salary

💰 $130,000 - $160,000 per year

Job Level

Tech Stack

About the role

  • Own the data and accuracy
  • Take primary responsibility for the preparation and analysis of the "Big Three" financial statements: Income Statement, Balance Sheet, and Cash Flow
  • Maintain an uncompromising eye for detail, ensuring every figure is accurate and every variance is accounted for
  • Apply strong numeracy and mental arithmetic to quickly identify trends or anomalies within complex spreadsheets
  • Present monthly and quarterly financial packages to the executive team, turning complex spreadsheets into clear, actionable narratives
  • Support the preparation of materials for the board and investors, ensuring company metrics are communicated with precision
  • Act as a key communicator, checking in across the organization to understand the "why" behind the numbers
  • Lead the annual budgeting and quarterly forecasting processes, partnering with key stakeholders to ensure fiscal discipline
  • Provide detailed cash flow forecasting to ensure leadership has a clear view of liquidity and capital requirements
  • Maintain and model our cap table, providing analysis on dilution, fundraising scenarios, and equity-based compensation
  • Develop and track technology-specific KPIs (LTV, CAC, Churn, ARR, TPV, Take Rate, Time to First Dollar) to measure our growth

Requirements

  • 5+ years of progressive experience in FP&A, Corporate Finance, or a similar analytical role, ideally within the software or high-growth technology sector
  • Deep expertise in GAAP accounting principles and a "builder" mindset for creating complex, error-free financial models
  • Exceptional numeracy and the ability to perform mental math to "gut-check" data on the fly to ask clarifying questions and spot anomalies
  • Experience handling sensitive financial information with absolute discretion and the ability to ask smart, probing questions of internal teams
  • Advanced proficiency in Excel, Google Workspace, mac OS, and experience with ERP / FP&A software like NetSuite
  • Hands-on experience with equity management platforms (e.g., Carta) and modeling financing round
Benefits
  • 401(k) plan with up to 5% employer contribution
  • A fully funded, top-tier health benefits plan, fully covered from day one, including vision and dental coverage for your whole family
  • Flexible Vacation Policy with no set annual limit or accrual period, Summer Fridays, and an extended holiday period in December
  • Paid parental leave, supporting new parents and families.
  • Ability to enjoy the best of both worlds with flexibility to work from home as needed, as well as access to four well-located offices, designed for collaboration and stocked with everything you could need.
  • Opportunities to work remotely from eligible locations for up to 2 months per year
  • Individualized growth opportunities, including internal and external mentorship panels, custom goals and feedback sessions, and/or access to learning and development programs, including VIA’s unrivaled leadership program
  • A dedicated wellness advisor to help you navigate the programs and opportunities available at VIA
  • Benefits to support commuting costs
  • In-person events to foster team bonding and collaboration across different teams
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisfinancial modelingcash flow forecastingbudgetingforecastingGAAP accounting principlesnumeracymental arithmeticKPI developmentequity management
Soft Skills
attention to detailcommunicationanalytical thinkingcollaborationdiscretionproblem-solvingleadershippresentation skillsstakeholder managementcritical thinking