Reports to: Head of Finance
Location: Remote (Quarterly travel for offsites)
Infinity Constellation is the first AI services holding company, building category leaders designed to displace incumbents in the $9T+ professional services market. We give exceptional operators a 12-month head start—backed by capital, shared infrastructure, customers, back-office support, and shared equity—to launch outcome-driven businesses that redefine their industries.
The RoleWe are seeking a high-agency Financial Analyst to partner directly with Founder-CEOs across our Business Units.
This role owns budgeting, forecasting, modeling, and performance analytics. You will serve as the finance partner to BU founders and leaders — helping them plan, scale, and operate efficiently.
This is a highly cross-functional, strategic role. You will report to the Head of Finance.
What You’ll OwnBudgeting & ForecastingDesign and coordinate annual planning processes with BUs
Maintain rolling forecasts, budget vs actual commentary, margin analysis, and various adhoc analysis as needed
Run quarterly operating plan re-forecast calibrations, and champion BU internal needs
Serve as finance partner to Business Units
Support hiring plan modeling (in partnership with Talent/HR)
Translate financial performance into actionable insights
Help Business Unit teams determine opportunities, risks, and tradeoffs in a principled and structured way
Design and build operating models for new and existing BUs
Support investment allocation decisions
Scenario modeling for growth planning
Develop dashboards and KPI tracking for internal Business Units and the consolidated Constellation team
Build scalable and standardized reporting across BUs
Drive data-driven decision-making
Identify opportunities to automate reporting
Integrate AI-driven analytics where appropriate
5+ years of FP&A experience
Experience in SaaS, services, holding companies, or venture environments
Strong financial modeling skills
Advanced Excel/Sheets capabilities
Experience with QuickBooks data environments preferred
High communication skills — able to partner with founder-CEOs
BUs have clear financial visibility and forecasting accuracy
Hiring and investment decisions are grounded in strong modeling
Finance is seen as a growth enabler, not a reporting function
Skills Required
- 5+ years of FP&A experience
- Experience in SaaS, services, holding companies, or venture environments
- Strong financial modeling skills
- Advanced Excel/Sheets capabilities
- Experience with QuickBooks data environments
- High communication skills; able to partner with founder-CEOs
What We Do
Infinity incubates companies focused on AI service businesses, combining repeat founders with world class applied AI engineers creating the next generation of service industries.
