Enhance and maintain reports, models, and data integrations within Adaptive Planning.
Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.
Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.
Partner with R&D and G&A leaders to guide strategic planning and forecasting.
Build and maintain financial models to evaluate headcount investments and operating expenses.
Support monthly close, conduct variance analysis, and deliver executive-ready reporting.
Calendly is a popular scheduling platform that allows users to efficiently coordinate meetings and appointments. They are experiencing exciting product growth and offer opportunities for employees to learn and advance their careers.
Analyze financial and operational performance, identify trends and risks.
Prepare and present monthly, quarterly, and annual financial reports.
Midi Health is dedicated to providing a virtual women’s healthcare platform. They are committed to providing high-quality healthcare and fostering a culture of innovation and inclusivity.
Own and drive the key components of the Annual Operating Plan (AOP) and rolling forecasts.
Lead the financial narrative for executive leadership, including preparation of materials and insights.
Lead, mentor, and develop a team of analysts and improve financial processes and models.
Trace3 provides technology solutions and consulting services to its clients. They empower IT executives and their organizations to achieve competitive advantage. The company has over 1,200 employees and has a startup culture with the advantage of a scalable business.
Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
Analyze financial performance, identify trends, and provide actionable insights to senior management.
Collaborate with business units to understand their financial needs and provide analytical and strategic support.
Nextech is a leader in specialty healthcare technology solutions. They invest in their employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits. They are an equal opportunity employer with a commitment to diversity.
Drives critical results and trend analysis of financial and operational variances.
Analyzes monthly Profit & Loss (P&L) statements to identify trends and variances.
Cultivates strong relationships with business partners to identify key profit and growth trends.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They foster an inclusive environment with comprehensive benefits, workplace flexibility, and professional development opportunities.
Partner with senior business leaders to support strategic decision-making.
Lead the Commercial Lines division quarterly forecasting and planning process.
Lead management and Board of Directors (BOD) reporting.
CSAA Insurance Group (CSAA IG), a AAA insurer, is a leading personal lines property and casualty insurance group in the United States. With over 3,800 employees, they foster a collaborative and inclusive culture where employees' strengths can grow and ideas can drive real impact.
Maintain financial models, forecasts, and budgets.
Analyze financial performance and variances, providing actionable insights to support strategic planning.
Support the budgeting process, including the preparation of detailed, bottoms-up annual budgets and monthly forecasts.
Little Spoon is committed to providing modern parents with high-quality products and experiences. Being the #1 DTC baby and kids food brand in the US, it has delivered more than 60 million meals since 2017.
Develop and maintain financial models and analytical frameworks that support KPI Management, Unit Economics, strategic decisions.
By leveraging AI and other available resources, have the opportunity to lead the motion towards internal automation of FP&A processes.
Create clear, concise reports and presentations that translate complex financial data into actionable insights for Company Leadership
Nooks.ai is the AI Sales Assistant Platform (ASAP) that automates the busywork so reps can focus on the human part of selling and generate more sales pipeline. They are a team of high performers with over $70M raised from top VCs and have experienced rapid ARR growth.
Supporting analytical activities related to financial planning and analysis.
Working with large amounts of data in multiple systems.
Synthesizing data into actionable insights.
Grow Financial Federal Credit Union is a credit union owned by its members and dedicated to serving people, not profit. They strive to develop a diverse, collaborative culture where you can grow personally and professionally and have around 600 team members and 300,000 members.
Partner with the Director of FP&A and senior leadership to develop financial and operational reporting and performance analyses.
Own the data access layer for the Business, writing SQL queries and building analyses in Hex and Metabase.
Build and maintain dashboards, KPIs, and operational scorecards that give leadership real-time visibility into business performance.
CertifID provides a secure platform that verifies identities, authenticates wire transfer instructions, and detects fraud attempts within real estate transactions. They are committed to mitigating risks and ensuring secure transactions, fostering a dynamic environment where employees contribute to meaningful impact and enhance security.
Prepare and analyze financial statements and valuation model building.
Support Business Development team with market assessments and analyze profitability of all organic growth.
Assist in the budget/forecast of organic growth sites.
Pediatrix Medical Group is a leading provider of specialized health care for women, babies, and children. They have grown from a single neonatology practice to a national, multispecialty medical group committed to providing high-quality, evidence-based care.
Support rolling forecasts and monthly financial close materials.
Develop and maintain dashboards and reporting tools the broader team can leverage.
Own balance sheet account reconciliations.
Alta Vista, a Pine portfolio company, is looking for a driven and analytically minded Senior Financial Analyst to join their team. They seem to have a lean, entrepreneurial environment.
Lead and evolve the FP&A function in alignment with organizational priorities.
Partner closely with the CFO and executive team to deliver strategic financial insights.
Oversee budgeting, forecasting, and scenario planning processes.
MRO is a company that focuses on offering services related to information. They are dedicated to strengthening their FP&A organization and elevating capabilities to support company-wide decision-making.
Supporting the development and review of financial reports, dashboards, and presentations.
Assisting with monthly forecasting cycles, budget updates, and variance analysis.
Conducting research and financial modeling for strategic projects and investment decisions.
AWP Safety's FP&A Internship Program offers hands-on learning for early-career professionals aiming to build a future in Financial Planning & Analysis. Interns partner with finance leaders on projects supporting organizational performance, financial accuracy, and strategic decision-making.
Lead analysis across revenue, pricing, and margin performance, helping the business understand what’s driving results.
Support the NPD process, ensuring financial implications of innovation proposals are fully understood.
Work with the Demand Planning team to test assumptions and translate demand plans into financial outcomes.
Valeo Foods UK brings together a family of much-loved UK food brands supported by the scale and ambition of a global investment partner. They are on a journey of transformation, strengthening operations, driving quality and investing in their people.
Support the preparation of monthly, quarterly, and annual financial forecasts and budgets, learning the underlying processes.
Assist in the analysis of financial data to identify initial trends and provide insights for business decisions, under guidance.
Help prepare and distribute regular financial reports, including variance analysis and performance summaries.
Xapo Bank aims to provide economic freedom and wealth protection, regardless of location. They are a fully distributed team of over 130 people working remotely from 30+ countries.
Lead a regional team of Financial Analysts and Billing specialists to manage budgeting, forecasting, invoicing, and financial reporting.
Drive the development of annual budgets, oversee accurate invoice processing, and ensure strong financial governance through auditing and error prevention.
Analyze complex financial and operational data to support strategic decision-making and identify opportunities for continuous process improvement.
Securitas Security Services is a security company providing guarding services to clients. They are a dynamic and dedicated team that provides management and support for a $600M+ budget for a global guarding services account across 30+ countries.
Develop and maintain dynamic, driver-based financial models.
Partner with executive leadership to translate company strategy into actionable financial plans.
Implement and optimize financial planning tools and reporting automation.
Garner Health is transforming the healthcare economy, delivering high-quality and affordable care for all, fundamentally reimagining how healthcare works in the U.S. They are one of the fastest-growing healthcare technology companies in the country, trusted by the most sophisticated employers and providers in the industry.