Financial Analyst

Role Overview The Finance Analyst, FP&A is responsible for delivering high-quality operating and capital expenditure reporting, forecasting, and budget support. The role partners closely with budget owners, Accounting, and other FP&A colleagues to ensure accurate cost visibility, robust financial commentary, and well-documented assumptions across monthly, forecast, and annual planning cycles. The ideal candidate is comfortable having clear ownership over operating and capital expenditure analysis, as well as driving strong collaboration with stakeholders across the business. Key Responsibilities 1. Reporting & Cost Insight - Own the preparation, delivery, and analysis of: - Cost center reporting across R&D, G&A, and Sales & Marketing. - R&D and IT spend analysis, including project and run-rate tracking. - People cost reporting (headcount, compensation, and related costs). - Monthly Finance Management Reporting (MMR). - Deliver clear, concise, and insightful commentary on monthly financial performance, including: - Variance analysis vs. budget and forecast. - Key cost drivers and trends. - Identification of risks, opportunities, and areas for cost optimization. - Partner closely with Accounting to ensure: - Accurate capture of FTE costs, vendor spend, and departmental allocations. - Alignment between financial reporting and underlying source data. - Proactively identify anomalies, inefficiencies, and cost control opportunities, with recommendations to stakeholders. 2. Forecasting & Financial Planning - Own the Opex and Capex components of the monthly forecast process. - Partner with budget owners across R&D, G&A, and Sales & Marketing to: - Update forecasts based on latest business activity and assumptions. - Challenge inputs and improve forecast accuracy. - Communicate and document changes to key assumptions, ensuring: - Risks and opportunities are clearly articulated and quantified where possible. - Maintain and enhance forecasting models, including: - Updating drivers and assumptions. - Incorporating organizational or cost structure changes. - Validate forecast outputs to ensure completeness, accuracy, and reconciliation to source systems. 3. Budgeting & Annual Planning - Lead the indirect cost (Opex and Capex) workstream within the annual budgeting process. - Build and consolidate budgets across R&D, G&A, and Sales & Marketing functions. - Partner with cost owners to: - Develop credible, data-driven budgets - Challenge spend and identify efficiency opportunities - Document and communicate key assumptions, risks, and trade-offs - Drive the budget sign-off process, ensuring ownership and accountability across the business. - Validate final budget submissions for accuracy, completeness, and alignment to strategic priorities. 4. Business Partnering & Cost Management - Act as a finance business partner to functional leaders, providing ongoing visibility into spend and performance. - Support decision-making through: - Scenario analysis and investment evaluation. - Cost-benefit analysis and ROI assessments. - Drive cost discipline by: - Monitoring spend against plan. - Highlighting deviations early and recommending corrective actions. - Improve financial transparency and understanding across non-finance stakeholders. 5. Continuous Improvement & Ad Hoc Analysis - Enhance FP&A processes, models, and reporting to improve efficiency, accuracy, and insight. - Support standard pricing activities and broader FP&A initiatives as required. - Deliver ad hoc analysis to support strategic and operational decision-making. Required Skills & Experience - 4–7 years of experience in FP&A, corporate finance, or a similar analytical role - Experience in cost management across R&D, G&A, and/or Sales & Marketing functions - Proven track record of owning forecasting and budgeting processes - Advanced Excel and financial modeling skills; experience with FP&A tools (e.g., Planful, Adaptive, Anaplan) and BI tools (e.g., Power BI) is an advantage - Strong analytical and problem-solving skills, with high attention to detail - Ability to communicate financial insights clearly and influence non-finance stakeholders - Comfortable operating in a fast-paced, evolving environment What Success Looks Like - Clear ownership and control of Opex and Capex across key functions - High-quality, timely reporting with actionable insights that influence decisions - Forecasts and budgets that are accurate, transparent, and trusted by stakeholders - Strong relationships with budget owners, with effective challenge and collaboration - Early identification and management of risks and opportunities - Continuous improvement in FP&A processes and cost visibility Compensation: 90-95K, 4 weeks vacation, extended health benefits, great office in Downtown, 4 days in office 1 day remote.