The Role – Sr. Financial Planning Analyst
We’re looking for a curious, detail-oriented, and collaborative FP&A professional who has experience scaling FP&A practices at fast-growing companies. You will be integrally involved in evolving the financial foundations of our organization. You will partner with leaders throughout the organization, provide insights and decision-making, build out best-in-class forecasting and budgeting practices, and help scale our existing processes and systems. The successful candidate will have the crucial ability to transform raw financial data into actionable insights that drive informed decision-making and optimize our business strategies. The ideal candidate will exhibit superior analytical abilities, critical thinking, relentless and intellectual curiosity, and exceptional communication skills.
This position will report directly to the Financial and Administration Leader.
Job Duties and Responsibilities:
- Develop and maintain processes, financial models, and tools to support budgeting,forecasting, reporting, and analytic requirements of the organization
- Manage long-term planning, including annual budget preparation and quarterly forecasting
- Analyze financial performance every month to support leadership in decision-making
- Identify areas of process improvement
- Create dashboards and ad hoc reports
- Build partnerships with functional managers across multiple disciplines to understand business drivers, trends, opportunities, and risks
- Design, automate, and optimize flexible financial planning models, systems and processes
- Meet the needs of a dynamic and fast-growing business
- Drive continuous improvement, efficiencies, standardization, and automation around the current financial processes
- Special projects, including researching and project managing the addition of new software applications for use in Finance and Accounting processes
- Serve as Project Manager for some Finance and Administration projects
- Ad hoc duties as assigned
Skills and Qualifications:
- Must share EOS Worldwide’s Vision and Core Values
- MBA degree or equivalent in Finance or Accounting
- Understanding of GAAP and financial statements
- 5+ years of financial analysis experience
- Expert in Microsoft Excel
- Expert in financial modeling and analysis
- Interpersonal skills to interact and work with multiple levels and functions within the company
- Capable of extracting and communicating data with relevant, consumable, and actionable takeaways
- Ability to work independently and deliver high-quality outputs with minimal oversight
- Technical agility and desired knowledge of financial reporting systems and tools
- Comfort with using a variety of software packages and platforms to accumulate, manipulate,and analyze data
- Strong attention to detail, problem-solving abilities, and a results-driven mindset
- Results-oriented with the demonstrated ability to manage multiple projects, priorities and timelines
- Strong operational focus to drive process and execution in a scalable and repeatable way
- Intellectually curious with a problem-solving orientation
- High ethical standards and integrity
Additional Preferred Qualifications:
- Experience working in a company running on EOS is a plus
- Experience in a remote working environment
- SaaS Experience
- Experience working for an entrepreneurial organization
Location: Work from home position with occasional work travel and onsite collaborative meetings as needed.
Job Type: Full-Time, Exempt
Compensation Range: $95,000-$110,000 base salary, commensurate with experience, plus the potential for a performance-based bonus in addition to a tech/office stipend, health benefits, life insurance, 401k match, voluntary life/disability/AD&D, summer flextime, PTO, and more.
EOS Worldwide accepts applications on an ongoing basis, until the position is filled.
If you are a California resident applying for this position, you can review our EOS Worldwide California Applicant Privacy Notice here EOS Worldwide California Applicant Privacy
