Socure

Senior Financial Analyst, FP&A

Full-time · Hybrid - New York, NY (Remote)
✓ Verified live on the employer's own system · added 59 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 3+ years

Skills & tools

Financial AnalysisManagementFinancial ModelingProcess ImprovementProject ManagementExcelAccountingOperations
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Full job description

Reporting to the Sr. FP&A Manager, this critical role will partner with functional leaders across the company to own expense budgeting, forecasting, and strategic planning activities. You will play a crucial role in providing accurate and insightful analyses, supporting strategic decision-making processes, and optimizing financial performance.

We are looking for an individual who thrives in fast-paced environments and is passionate about financial modeling, building a business, and driving continuous improvement.

- Financial Modeling: Own the mechanics and accuracy of the company’s three-statement financial model with a primary focus on expenses.

- Model Integrity: Responsible for the models’ core assumptions, quality, accuracy, and timeliness to ensure reliable forecasting.

- Budgeting & Planning: Drive the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.

- Key Metric Reporting: Monitor and communicate key performance indicators to executives across the company.

- Systems & Implementation: Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability.

- Insights & Recommendations: Provide data-driven recommendations to drive growth and efficiency while identifying potential risks and opportunities.

- Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable plans.

- Process Automation: Take a proactive approach to enhance processes across FP&A, accounting, and business operations.

- Scalable Reporting: Partner with business operations to automate analyses and forecasts in BI tools (e.g., Tableau, Looker) to enable real-time reporting for leaders.

- Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline

- 3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company.

- Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.

- Display a high level of curiosity and desire to understand the business at a deep level.

- Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.

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