Financial Planning & Analysis (FP&A) Associate

FINANCIAL PLANNING & ANALYSIS (FP&A) ASSOCIATE

Who We Are

DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership.

Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows.

DebtBook ranks No. 39 on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses.

We are driven by a collective commitment to foster a Growth Mindset, exemplify the strength of One Team, consistently go Above and Beyond, and Take Ownership of our responsibilities and outcomes. Our mission is to cultivate an environment where innovation thrives, and our team members are empowered to reach their full potential.

About this Role

The FP&A Associate will leverage analytical horsepower paired with diverse problem-solving skills to support DebtBook’s strategic decision-making. This role will work closely with cross-functional department leaders to help drive company growth while balancing capital efficiency.

The FP&A Associate reports directly to the Senior Director of Finance & Strategy.

What You’ll Do 

• Initially support (and eventually own) the DebtBook Operating Model and all relevant financial / operating metrics and forecasts for both short and long-term planning, consistently making progress towards improved predictability and accuracy that positively impacts business performance.
• Provide best-in-class financial partnership to teams across the company to assist with various high-impact initiatives (i.e. pricing strategy, resource planning, market / competitive analysis, etc…).
• Prepare and support the analysis of financial statements and KPIs on a monthly basis for use by company leadership and the Board of Directors.
• Support DebtBook’s Revenue Operations team in ensuring acute accuracy of data across all company operating systems (i.e. SalesForce, Mosaic, SaaSGrid, ChurnZero, etc…).
• Own and/or support special projects for the Executive Leadership Team on an as-needed basis.

What You Bring

• 2+ years of work experience in investment banking, VC, PE, FP&A, strategic finance, or other similar roles.
• Superior analytical and financial modeling skills with the ability to perform deep dives into the underlying assumptions and quantitative details of all analysis, as well as step back and make recommendations based on the insights you develop.
• Business partnership and collaboration experience at the executive and / or board level with the ability to synthesize complex information and effectively communicate results to both financial and non-financial audiences.
• Experience in a fast-paced work environment, capable of prioritizing and executing on a variety of projects at once.
• Experience with key financial/operational data systems (e.g. Quickbooks, Salesforce, Maxio, etc…)

Nice to Haves

• Experience with modern financial planning tools (e.g. Mosaic, SaaSGrid, Vena, Drivetrain, etc…)
• Experience with BI tools such as Metabase, Looker, Tableau, PowerBI, or others

Why DebtBook

Proud to be named one of the “Best Places to Work” by Charlotte’s Business Journal, DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

#LI-Onsite

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.