Zeni

Financial Planning and Analysis

• Build and maintain financial models, budgets, and forecasts
• Analyze cash flow and SaaS metrics (MRR, ARR, CAC, LTV, churn, etc.)
• Deliver monthly reports, dashboards, and insights for leadership
• Partner with founders and CFOs to drive strategic financial decisions
• Support automation and system integration (QuickBooks, Power BI, etc.)

Senior FP&A Analyst

• Fast learner and ability to pick accounting concepts and pronouncements
• Ensure investor reporting requirements and debt covenants are reporting accurately and timely
• Prepare partner/affiliate, sales, and vendor contracts for proper application of accounting pronouncements
• Manage multiple clients at varying stages (pre-revenue, post-revenue)
• Knowledge of Equity recons and other balance sheet schedules
• Perform P&L trending analysis
• Daily tasks include posting of bank transactions / vendor bill payments / adhoc customer invoicing etc.
• Must adhere to timelines and SLA’s provided by accounting managers or leads
• Perform full cycle month-end close and reporting
• Confirm transactions for accuracy and completeness
• Be proactive when approaching, anticipating, and resolving client requests
• Team player that collaborates with and helps others whenever or wherever needed

Senior FP&A Analyst

Senior Finance Associate, RTR