Financial Planning Analyst Job at ZipRecruiter, Palo Alto, CA

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  • ZipRecruiter
  • Palo Alto, CA

Job Description

Job Description What you'll do As an FP&A Analyst at Nclusion, you will play a critical role in shaping financial strategy and business decision-making. You will be responsible for financial planning, forecasting, and data-driven insights to support our rapid growth. This role requires a combination of financial acumen, analytical thinking, and collaboration with cross-functional teams to enhance operational efficiency and drive strategic initiatives. Responsibilities Financial Analysis & Forecasting: Support budgeting, forecasting, and long-term planning processes to align with business objectives. Variance Analysis: Monitor and analyze financial performance against forecasts, identifying trends, risks, and opportunities. Data Modeling: Develop and maintain complex financial models to support business decision-making and investment strategies. Reporting & Presentations: Prepare financial reports, dashboards, and presentations for senior management and key stakeholders. Strategic Business Insights: Provide financial insights that influence company strategy and operational decisions. Cross-Functional Collaboration: Work closely with accounting, operations, and other departments to improve financial efficiency and alignment. Ad-Hoc Analysis: Conduct deep dives into business performance, identifying key drivers and recommendations for improvement. Minimum Requirements Bachelor's degree in Finance, Accounting, Economics, or a related field. 2-5 years of experience in FP&A, investment banking, consulting, or related financial roles. Strong proficiency in Excel (financial modeling, scenario analysis, etc.). Excellent analytical and problem-solving skills. Ability to manage multiple projects and meet tight deadlines. Qualifications MBA, CFA, or CPA certification is a plus. Experience in a high-growth startup or fintech environment. Knowledge of SQL, Power BI, or Tableau for data analysis. Strong communication and presentation skills to convey financial insights effectively. Experience collaborating with cross-functional teams to drive financial efficiencies. #J-18808-Ljbffr ZipRecruiter

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