Senior FP&A Analyst

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July 9

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FinStrat Management, Inc.

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Finance • SaaS • Fintech

FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• Execute research and financial analysis • Develop analysis on budgets, forecasts and sales margins • Conduct small-scale projects, and ad hoc analysis and reporting • Generate forecasts and analyzes trends for financial and strategic planning purposes • Create financial models of “what if” scenarios to help future business planning decisions • Provide support for pricing and sales • Provide interpretation of financial data in spreadsheets, charts, and reports • Identify and resolve discrepancies in data • Assist in development and delivery of various reporting packages • Prepare financial deliverables, correspondence and filings • Ensure assignments meet the firms’ quality standards • Review, analyze and consolidate data from multiple sources • Work closely with CFO and Controller teams • Communicate engagement matters to managers and partners • Provide five-star client service

🎯 Requirements

• Bachelor’s degree in Accounting, Business, or Finance and at least two years of relevant experience • CFA and/or CPA preferred but not required (the company will reimburse exam costs following successful completion) • Ability to assemble, communicate and present information clearly • Proficiency in Microsoft Excel and Google Sheets • Excellent verbal, written and interpersonal communication skills • Must exhibit strong analytical / critical thinking skills • Solve problems using a detailed and well-ordered approach • Be attentive to detail, maintain standards and actively check for data accuracy before conveying final work product • Ability to handle multiple engagements simultaneously • Commitment and ability to meet critical business deadlines • Self-starter with strong organizational skills • Exceptional attention to detail • Excellent research and problem-solving skills • Strong technology and software acumen • Comfortable learning new software programs • Able to receive constructive feedback • Comfortable working in a dynamic environment

🏖️ Benefits

• Unlimited vacation • Ongoing education and training • Bonuses