Financial Planning and Analysis

• Develop deep foundational knowledge of our financial operations and apply it independently to assigned projects.
• Own small-scale optimization projects or key technical components of larger, cross-functional initiatives.
• Collaborate closely with cross-functional peers to align on scope requirements, ensuring steady, predictable progress on all data and automation tracks.

Senior Financial Operations Insights Associate

• Develop a deep understanding of one or more of Zillow’s businesses, key performance drivers, and cross-functional improvement opportunities.
• Become a subject matter expert.
• Drive our annual operating plan including goal setting, performance management, and executive-level monthly/quarterly business reviews.
• Establish and maintain key business metrics (inputs/outputs), and develop sophisticated forecast models to project results and measure gaps to plan.
• Lead cross-functional stakeholder projects from ideation to execution, ensuring alignment across Product, Sales, and Finance to meet critical business milestones.
• Act as an internal consultant to business leaders, providing structured frameworks to solve ambiguous problems and driving data-backed decisions at the executive level.
• Proactively develop insights and recommendations to improve performance.
• Present findings and options effectively to an executive audience to drive decisions.
• Analyze business, operational, or customer data to identify trends, gaps, and opportunities.
• Collaborate with data engineering, BI, and data science to build advanced analytics and real-time performance dashboards.
• Drive key business operations to serve the needs of our cross-functional partners.
• Maintain an understanding of competitor or industry trends.

Senior Strategic Planning Manager

• Provide financial analysis, reporting, business support, and responds to external requests
• Management and administration of the FPA Planning system (NetSuite Planning and Budgeting NSPB)
• Support the process and creation of financial forecasts and budgets for all major forecasting and budgeting cycles
• Creation of report templates to support analysis and requirements of management and FPA staff
• Produce multiple reporting packages used internally and externally
• Prepare reports and analysis of trends in P&L results and business metrics compared to expectations to provide insight into business results
• Support Accounting department during the close periods to ensure data integrity
• Monthly consolidated headcount reporting
• Create and maintain reporting hierarchies for financial systems (NetSuite, NSPB, and Smart View)
• Provide supporting schedules for external reporting (Monthly Management Review and Lender reporting)
• Distribute financials to the Accounting/Finance team for review during the accounting close process
• Support Ad hoc report requests from the Board of Directors as well as the internal management team
• Business Support of the executives and other departments
• Business and Reporting Process Improvement through documentation and modern reporting tools

Senior Financial Analyst

• Provide analytical support on a diversified global portfolio
• Conduct research, perform complex analyses, and build financial models
• Manage individual work across multiple asset classes and projects simultaneously
• Generate reports on portfolio and investment manager performance

Investment Analyst

• Act as a partner and report into the Vice President of Strategic Finance & Corporate Development across all initiatives
• Perform key strategic and financial analyses to support high-impact decisions (e.g., pricing, new products, cost structure analysis, expansion, etc.)
• Partner with leaders across the organization to develop a vision for how we scale efficiently, achieve profitability, and improve the financial performance of the business
• Partner with key business stakeholders to support financially sound decision-making (e.g., bringing on new vendors, developing new products, etc.)
• Identify and manage ad hoc projects as needed

Strategic Finance Lead

• Play a pivotal role in addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• Recruiting, training, and developing other financial representatives over time

Financial Representative

• Addressing members’ financial needs
• Demonstrating leadership in the community
• Supporting the continued growth of the local office
• The role can expand to include recruiting, training, and developing other financial representatives

• Own the full company P&L, revenue through EBITDA, and serve as the primary finance partner to Accounting for the monthly close cycle.
• Produce the monthly MBR (Monthly Business Review), flash report, and supporting financial narrative for senior leadership, translating actuals vs. plan into clear stories and actionable recommendations.
• Collaborate with the Controller to ensure accuracy and alignment on actuals and variances vs. plan.
• Own the Master P&L model, the company's single source of truth for forecasting, scenario analysis, and AOP.
• Build, maintain, and evolve it as the business changes.
• Lead the Annual Operating Plan (AOP) process across all functions, including headcount planning, cost modeling, and revenue scenario builds.
• Drive 2-3 reforecasts throughout the year, surfacing risks and opportunities before they show up in actuals.
• Produce the quarterly Board of Directors Finance Addendum, including financial exhibits, variance analysis, and supplemental data packages reviewed by the CFO and CEO.
• Build the financial models and materials that support executive decision-making on product investment and cost savings strategies.
• Own and maintain Shippo's transaction readiness infrastructure, auditable P&L and balance sheet flat files, Looker cohort and retention views, AR/AP aging standardization, ensuring the company is 80%+ deal-ready at any given time.
• Serve as the internal financial lead for any M&A diligence process, managing the data room and coordinating with Legal, Accounting, and the CFO on financial workstreams.
• Partner with People Ops as the finance counterpart to headcount planning, managing req approvals and monthly HC reporting for the exec team and Board.
• Own the R&D and cross-functional HC scenario modeling tools used by the CTO and CMO, and maintain the financial view of headcount by department.
• Lead recurring software and infrastructure cost reviews (AWS, SaaS vendors) with technical and operational stakeholders to drive efficiency.
• Own vendor contract audits, identifying and actioning lapsed or suboptimal contracts.
• Build investment briefs, pro formas, and carrier/partner sizing models to support strategic decisions, including carrier economics, new product monetization, and geographic expansion.
• Partner with Revenue Operations and Sales Finance on go-to-market financial modeling.
• Drive improvements in FP&A tooling, data integrity, and financial systems to support scalable growth.

Finance Manager – Strategic Finance, FP&A

• Play a critical role in driving financial performance, strategic planning, budgeting, and forecasting.
• Lead the development and execution of the company's financial planning process, ensuring alignment with overall business objectives.
• Oversee the annual budgeting process, working closely with department heads and FP&A peers to develop accurate and realistic budgets.
• Develop robust forecasting models and methodologies to predict financial outcomes and evaluate the impact of various scenarios on the business.
• Monitor and analyze budget variances, identifying trends and recommending corrective actions to achieve financial targets.
• Integrate budgeting and forecasting with the monthly IBP process to provide a united front during Monthly Business Reviews.
• Support preparation of presentations to the Board of Directors.
• Conduct comprehensive financial analysis, including profitability analysis, cost analysis, and financial performance metrics.
• Prepare and present financial reports and presentations to senior management and key stakeholders.

Director, Corporate FP&A

• Expanding the platform’s offerings for providers
• Continuous improvements to our tech stack, processes, and infrastructure
• Partnering with our other engineering teams to enhance configurability within our platform
• Collaborating with other engineers, product management and design to identify and solve complex problems
• Contributing to technical design processes and provide improvement suggestions and feedback
• Playing an influential role in growing Snapsheet to be the industry leader in technology
• Working in an agile environment and participating in weekly stand ups, retrospectives, etc.
• Proactively re-evaluate system performance, flag issues, and suggest alternative solutions

Financial Planning and Analysis jobs in Hawaii

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Strategic Finance Lead

Financial Representative

Financial Representative

Finance Manager – Strategic Finance, FP&A

Director, Corporate FP&A

Senior Software Engineer – Financial Transactions, Operations