FP&A Analyst

• →Individual contributor using AI for productivity support
• →Utilizes AI-generated outputs but does not design or manage AI workflows
• →Applies AI in low-risk contexts such as drafting, summarization, analysis support, and research

• Uses approved AI tools to assist with:
  • Financial commentary drafting
  • Summarization of reporting insights
  • Preliminary variance analysis exploration
  • Research to support financial modeling and decision-making
• Writes clear, effective prompts to generate relevant and useful outputs
• Critically evaluates AI-generated content for accuracy, reasonableness, and alignment with financial data
• Applies strong human judgment before incorporating AI outputs into deliverables
• Follows Responsible AI standards, including:
  • Data privacy and confidentiality requirements
  • Security protocols when handling financial and company information
  • Appropriate use of AI within approved company guidelines

• Bachelor’s degree in Finance or Accounting
• 2+ years of progressive responsibility in financial analysis
• Experience performing variance analysis and presenting insights to leadership
• Working knowledge of Generally Accepted Accounting Principles (GAAP)
• Solid financial modeling skills and advanced Excel proficiency
• Collaborative business partner, adept at building cross-functional relationships
• Ability to thrive in a fast-paced, high-growth company

• Experience working for SaaS companies
• Experience with NetSuite and Oracle PBCS
• Experience working within a Private Equity ownership structure
• Demonstrated high ethical standards
• Influential, collaborative, and a strong relationship builder
• Demonstrates urgency, resourcefulness, and drive; a self-starter
• Team-oriented mindset

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time with or without notice.