Senior Financial Analyst, FP&A
Worth AI
full-time
Posted on:
Location Type: Hybrid
Location: Orlando • Florida • United States
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Job Level
About the role
- Lead the development of the annual operating plan, monthly forecasts, and long-range financial planning processes
- Prepare and deliver monthly financial reporting packages, including KPI dashboards, variance analysis, and executive-level summaries
- Own and manage the weekly cash forecasting process, ensuring accurate liquidity planning and visibility for leadership
- Drive monthly and bi-monthly forecasting cycles, identifying trends, risks, and opportunities and presenting insights to senior leadership
- Reconcile client-level data cubes against recognized revenue, investigating and resolving variances
- Serve as a strategic finance partner to departmental leaders, providing financial modeling, business case analysis, and operational insights
- Support board and investor reporting, including preparation of financial materials, presentations, and executive briefings
- Collaborate with Finance leadership on strategic initiatives, including M&A analysis, due diligence, and integration modeling
- Identify opportunities to improve financial processes, reporting automation, and data infrastructure
- Support finance leadership in preparing board presentations, strategic updates, and investor communications
- Partner cross-functionally with Accounting, Data, Product, and Operations teams to ensure alignment between financial planning and operational performance
- Perform other duties and strategic projects as assigned
Requirements
- 5–7+ years of experience in financial planning & analysis, strategic finance, investment banking, consulting, or business intelligence
- Experience operating in a high-growth startup or fast-scaling technology company preferred
- Proven ability to build complex financial models, forecasts, and scenario analyses
- Strong executive communication skills with the ability to translate data into actionable business insights
- Highly analytical with a data-driven approach to problem solving and decision-making
- Advanced proficiency in Microsoft Excel and financial modeling
- Experience working with ERP and financial planning systems (NetSuite, Anaplan, Adaptive, or similar)
- Familiarity with SQL, ETL pipelines, and data analytics tools is strongly preferred
- Demonstrated ability to operate independently, manage competing priorities, and influence cross-functional stakeholders
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance
- Flexible Vacation Time
- Always available, snacks, lunch, happy hours
- Work From Home
- Wellness Resources
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningfinancial analysisfinancial modelingvariance analysisKPI dashboardscash forecastingdata analysisscenario analysisreporting automationdata infrastructure
Soft Skills
executive communicationanalytical thinkingproblem solvingdecision makinginfluencingcollaborationindependenceprioritizationstrategic thinkingpresentation skills