Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals.
As industry leaders yes, we really are leaders. We partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About the positionWe are looking for a motivated FP&A analyst to join our finance team.
The role is very broad, and you will get exposure to all finance related aspects as a key financial position supporting our fast-growing company. You will have the exciting opportunity to build procedures, controls and reports that will help grow the success of the company
Responsibilities- Establishing work methodologies and introducing innovative tools to guide our clients’ business development
- Creating economic models and analyzing existing information
- Building & maintaining budgets, rolling forecasts, on-going tracking of actual vs. budget analysis
- Perform economic decision making analysis to determine present and future financial performance (e.g. pricing, costs, new initiatives).
- Preparation of financial analysis & presentations to Management, Board of Directors and Investors
- Synthesize research findings into actionable insights, to provide management with decision making tools for new business initiatives
- Prepare financial models to support forecast and ad-hoc requests
- Analyze the business activity and trends
- Bachelor's Degree in Accounting / Economics / Business Administration
- 3-5 years’ experience as a financial analyst / FP&A analyst
- Knowledge and proven experience in building and working with models
- Proven experience in creating presentations for managers and / or board members
- Advanced Excel skills (financial modeling, lookups, complex data formulas, etc.) - Must
- Experience with ERP systems (NetSuite/Priority/SAP), BI tools (Tableau/PowerBI/Looker), and familiarity with CRM platforms (Salesforce or similar)– Advantage
- Proven experience utilizing AI tools and/or modern FP&A platforms to enhance financial analysis, automate workflows, and drive efficiency – Advantage
- Previous experience as Finance Business Partner – Advantage
- Previous experience in an Economics Department of an Accounting firm / Consulting firm / High-Tech / Investment Bank / Venture Capital – Advantage
- CPA - Advantage
- Fluency in both Hebrew and English
- Independent, accurate, professional
Skills Required
- Bachelor's Degree in Accounting / Economics / Business Administration
- 3-5 years' experience as a financial analyst / FP&A analyst
- Knowledge and proven experience in building and working with models
- Proven experience in creating presentations for managers and / or board members
- Advanced Excel skills (financial modeling, lookups, complex data formulas, etc.)
- Experience with ERP systems (NetSuite/Priority/SAP), BI tools (Tableau/PowerBI/Looker), and familiarity with CRM platforms (Salesforce or similar)
- Proven experience utilizing AI tools and/or modern FP&A platforms
- Previous experience as Finance Business Partner
- Previous experience in an Economics Department of an Accounting firm/Consulting firm/High-Tech/Investment Bank/Venture Capital
- CPA
- Fluency in both Hebrew and English
What We Do
Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker
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