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USA Unlimited PTO

  • Develop and maintain driver-based financial models and perform scenario analysis across key metrics.
  • Partner with cross-functional teams to translate strategic plans into financial plans and support ROI analysis.
  • Analyze current and historical performance to provide actionable insights for senior leadership and investor communications.

Financial Modeling Excel Data Analytics SQL Financial Analysis

20 jobs similar to Senior Associate, Financial Planning & Analysis

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$92,400–$115,500/yr
US Unlimited PTO

  • Own forecasting and planning activities by building financial models that deliver accurate forecasts.
  • Analyze financial performance and identify key drivers by reviewing variances against budget.
  • Partner with business stakeholders by providing financial guidance and influencing outcomes.

Alkami is a digital sales and service platform provider for U.S. banks and credit unions. Founded in 2009, the company has a strong culture recognized as a Best Place to Work in Fintech with a remote-first environment.

$120,000–$140,000/yr
US

  • Build and maintain consolidated operating models across all entities and revenue streams.
  • Own the annual budget, quarterly reforecasts, and rolling cash and P&L forecasts with variance analysis.
  • Develop unit economics and margin analysis by revenue stream and produce board reporting narratives.

Reachdesk is the first end-to-end SaaS global gifting and swag platform, helping B2B companies build meaningful connections through personalized gifts and branded swag. Trusted by top technology and SaaS companies, it has a world-class team with hubs in New York, London, and Lisbon.

Global

  • Build and maintain financial models (budgeting, forecasting, scenario planning)
  • Analyze company performance against targets; flag trends, risks, and opportunities
  • Prepare materials for quarterly board meetings, including financial performance and KPI summaries

Panoptyc uses visual AI and manual reviewers to help retailers detect theft in over 15,000 markets across the United States. As a fully remote, rapidly growing team, we are reshaping the future of retail security.

US Unlimited PTO 14w maternity 14w paternity

  • Lead modeling for M&A, spin-offs, IPOs, and other liquidity events across incubation portfolio.
  • Conduct comparable company analysis to inform M&A, fundraising, and strategic planning.
  • Build and manage financial models including scenario planning, cash planning, and unit economics.

Red Cell Partners is an incubation firm building and investing in rapidly scalable technology-led companies in healthcare, cyber, and national security. The firm is united by a shared sense of duty and belief in innovation, with a team that values collaboration and strategic impact.

$126,762–$145,000/yr
US

  • Lead financial modeling and analytics strategy for multi-market client engagements.
  • Develop and enhance sophisticated financial models to evaluate lease options, cash flows, and investment scenarios.
  • Collaborate with cross-functional teams to deliver scalable analytics solutions and support high-impact decisions.

They are a partner company providing financial analytics leadership for complex real estate and business decisions. They foster an inclusive culture with remote flexibility and opportunities for professional growth.

$250,000–$275,000/yr
US

  • Develop and maintain effective planning and analysis to provide senior management with analytical tools and measure performance.
  • Partner with cross-functional teams and international managers to align business goals with company goals.
  • Lead the global annual budgeting process, financial planning, and monthly re-forecasting.

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, it is the pioneer of digital workforce security, securing both AI agents and humans.

$2,700–$3,900/mo
LATAM Africa Eastern Europe

  • Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning.
  • Analyze financial performance against budgets and forecasts, identifying key trends and business drivers.
  • Build ROI analyses, sensitivity analyses, and profitability models to evaluate business opportunities and investment decisions.

This client is a growing organization focused on data-driven business decisions through strategic financial planning and operational excellence. As the company expands, they are seeking a Senior FP&A Analyst to partner with executive leadership, with a culture that values strategic insight and cross-functional collaboration.

US 8w maternity 8w paternity

  • Analyze client segmentation and revenue data to identify trends and inform growth strategy.
  • Build and maintain models to track operational and capacity metrics and support workforce planning.
  • Develop and present analyses and recommendations to senior leadership.

Mercer Advisors is a family office firm that integrates financial planning, investment management, tax, estate, and insurance services. With over 42,800 families across 110+ cities, it is ranked #1 RIA firm by Barron's and has a diverse workforce with over half women employees.

$115,000–$140,000/yr
Unlimited PTO

  • Build financial models for forecasting, unit economics, and long-range planning.
  • Write SQL queries to extract and analyze operational data.
  • Partner with cross-functional teams to drive strategic decisions.

Tia is building a new model for women’s healthcare, integrating primary care, gynecology, mental health, dermatology, and wellness across in-person and virtual settings. They are a Series D, venture-backed company trusted by over 120,000 women, with a culture focused on excellence and continuous improvement.

Global

  • Assist in financial reporting, variance analysis, and performance summaries.
  • Support budget preparation, financial model development, and cross-functional data gathering.
  • Contribute to month-end closing, ad-hoc analysis, and process improvements.

Xapo Bank is a fully distributed team of over 160 employees working remotely from 50+ countries, dedicated to providing economic freedom and wealth protection. They focus on innovation in fintech, banking, and blockchain, with a culture of high performance and continuous learning.

Europe

  • Lead the global Financial Planning & Analysis function, providing strategic financial guidance across business units and international operations.
  • Develop, maintain, and enhance financial models, forecasts, budgets, and long-term planning processes to support sustainable business growth.
  • Deliver detailed financial analysis, scenario planning, KPI reporting, and business performance insights to executive leadership.

The company is a global, high-growth technology business operating in a fully remote environment. It fosters a collaborative, supportive, and high-performing remote work culture, with a distributed finance team.

$90,000–$120,000/yr
US

  • Build, maintain, and improve financial models supporting forecasting, budgeting, and decision-making.
  • Play a key role in the annual budget process, collaborating with stakeholders and developing revenue and expense projections.
  • Prepare financial analysis, reports, and summaries for leadership team and board discussions.

Grant Street Group is a growing software and electronic payments company. The finance team helps leaders understand business performance and plan with confidence, fostering a culture of ownership and proactive improvement.

$109,600–$150,700/yr
US 12w maternity 12w paternity

  • Own, maintain, and scale the corporate financial model and integrated three-statement P&L framework.
  • Lead monthly and quarterly forecasting and build advanced scenario planning models.
  • Prepare high-visibility reporting packages for executive leadership and Board meetings.

Omnidian is a fast-growing Series C tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. We are a certified B Corp, headquartered in Seattle, WA, with a passionate, mission-driven team that believes in collaboration, mutual respect, and trust.

US Unlimited PTO

  • Analyze retail sales performance across multiple channels and collaborate with commercial and supply chain teams to support inventory planning and demand forecasting.
  • Develop, maintain, and enhance demand planning models that project inventory needs, sales trends, and gross margin performance.
  • Monitor product input costs, analyze profitability trends, and deliver actionable financial insights to stakeholders.

The company provides pet food services through a subscription model. It has a collaborative, mission-driven culture focused on professional growth and innovation, with a fully remote team.

$120,000–$135,000/yr
US Unlimited PTO

  • Own the annual budgeting and forecasting cycles, working closely with functional leaders.
  • Manage bottoms-up planning across departments and provide managers with frequent feedback.
  • Build dashboards and monthly reporting packages for leadership and investors.

Reveal Technology is a startup that provides software tools and intelligence for field operations in remote, extreme environments, focusing on defense and security. The company is scaling its team and emphasizes a mission-driven culture serving modern warfare and national security needs.

$51,100–$68,109/yr
Canada

  • Conduct financial modeling, forecasting, and variance analysis to evaluate business performance.
  • Support strategic planning initiatives and collaborate with cross-functional teams to align financial objectives.
  • Prepare financial reports, dashboards, and presentations for leadership and stakeholders.

The partner company specializes in financial strategy and analysis, supporting business growth through data-driven insights. It operates a remote-first, collaborative culture with a focus on innovation and teamwork.

$129,000–$180,000/yr
US

  • Act as trusted financial advisor to VP and C-level leaders, guiding resource allocation and investment decisions.
  • Lead monthly forecast reviews and deliver actionable insights to drive strategic decisions.
  • Build advanced financial models with scenario and sensitivity analysis to support key business decisions.

BetterUp is a personal and professional growth platform that provides coaching and development to individuals and organizations. It is a mission-driven company with a hybrid culture, multiple office hubs in the US and Europe, and a focus on creating fulfilling work experiences.

Global

  • Lead and optimize the finance team with analytical rigor and cross-functional collaboration.
  • Partner with Senior Leadership to develop KPIs and translate operational metrics into actionable guidance.
  • Own financial planning, forecasting, budgeting, and support M&A, fundraising, and strategic initiatives.

Peek is the operating system powering the experiences industry, helping merchants increase revenues and deliver seamless guest experiences. The company has raised over $150 million from institutional investors and is recognized as a top startup employer by Forbes and Built In.

$117,360–$143,440/yr
US

  • Lead consolidation and management reporting for Board, Audit Committee, and executive presentations.
  • Drive revenue forecasting and variance analysis, partnering with business stakeholders to refine models.
  • Administer Adaptive Planning and drive automation across financial systems and processes.

Amwell is a healthcare technology company that provides a platform for digital care, spanning urgent, acute, specialty care, behavioral health, and chronic conditions. With nearly two decades of experience, they serve some of the largest healthcare organizations in the U.S. and worldwide, fostering a culture of innovation and collaboration.

$115,000–$125,000/yr
United States Unlimited PTO

  • Support senior leaders with data-driven analysis and strategic insights by managing department spend across technology, marketing, and OpEx.
  • Build, maintain, and evolve financial models to support company goals, quarterly forecasts, and external reporting.
  • Partner with People team on hiring plans, manage commission calculations, and analyze vendor spend to improve visibility and efficiency.

Pair Team is a public benefit company reimagining care for the safety net, delivering medical, behavioral, and social care through an AI-enabled model. As California's largest complex care provider, we reduce avoidable emergency care and are building an AI platform to scale high-touch, community-driven care.