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Senior FP&A Analyst

🕒 August 31

🇺🇸 United States – Remote

💵 $140k - $160k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

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Logo of Monarch Money

Monarch Money

1 - 10 employees

Founded 2016

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Monarch Money is an all-in-one money management platform designed to help users achieve financial clarity, confidence, and peace of mind. The platform allows users to track all their account balances, transactions, and investments in one place, and collaborate with partners or financial advisors at no extra cost. Monarch offers best-in-class data connectivity, syncing with multiple financial data aggregators to ensure all accounts are updated. It features advanced tools for budgeting, investment tracking, and financial goal management, utilizing AI for transaction organization. Available on web, iOS, and Android, Monarch emphasizes security, providing bank-level data protection. The platform is ad-free, focusing on enhancing users' financial life without distractions, and is highly rated for its user-friendly interface and comprehensive functionality, making it an ideal choice for personal finance management.

📋 Description

• Support the annual budget and quarterly re-forecast, including calendars, templates, working sessions, and consolidation • Maintain and extend the three-statement financial model • Support long-range planning and scenario modeling for growth, hiring, and capital decisions • Own departmental financial alignment across Growth, Product, Engineering, People, and CS • Run recurring reviews with department leaders on budget, spend, and headcount against plan • Serve as finance approver in Zip for vendor and purchase requests • Monitor spend in Ramp against plan and maintain the renewal calendar • Provide department leaders visibility into committed and remaining budgets • Flag in-period variances and emerging risks proactively • Help non-finance leaders understand their numbers and connect spend to outcomes • Partner with Accounting through month-end close, including accruals, plan-to-actual reconciliation, and monthly reporting • Produce variance analysis with written commentary • Prepare metrics, schedules, and narrative inputs for investor updates and board reporting • Perform ad-hoc analysis and build decision-support decks for leadership • Improve and automate recurring reporting in Aleph and Omni

🎯 Requirements

• 4+ years in FP&A or corporate finance, with direct exposure to a full planning cycle • Advanced Excel/Google Sheets modeling • Experience building processes and tools that others can operate • Ability to work through spend divergence with non-finance leaders • Ability to communicate complex financial concepts to non-finance audiences • Ability to identify and flag surprises and risks early • Comfort building processes where none exist yet • Experience in a subscription, SaaS, or fintech business (nice to have) • SQL and familiarity with BI tooling such as Omni or Looker (nice to have) • Experience with a modern ERP such as Rillet or NetSuite, or planning tools such as Aleph, Pigment, Anaplan, or Adaptive (nice to have) • Experience with procurement or spend management tooling such as Zip, Coupa, Airbase, or Navan (nice to have) • Bachelor's degree in Finance, Economics, Accounting, or a related field (nice to have)

🏖️ Benefits

• Competitive cash and equity compensation in a hyper growth, early stage company 🚀 • Stipend to set-up your ideal working environment • Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan) • Unlimited PTO • 3 day weekend every month through the “First Friday” off

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