FP&A Associate

🤝 What about your team?

We are a fast-growing vertical SaaS startup specializing in the investment banking industry. Our platform connects key players within the industry and provides innovative solutions to enhance compliance, deal flow, and collaboration. As we expand our operations and scale our impact, we’re seeking a highly organized and dynamic FP&A Associate to join our team.

This role is designed to support FP&A and cash activities, with a strong focus on financial reporting, cash management, and collaboration with accounting and revenue teams. The ideal candidate will have a strong foundation in finance, excellent attention to detail, and the ability to thrive in a fast-paced, cross-functional environment. This position reports to our FP&A Lead.

• Be part of an innovative startup that is transforming the investment banking industry.

• Work in a dynamic and collaborative environment with opportunities for professional growth.

• Make a meaningful impact by contributing to the company’s financial success and investor engagement.

✨ What will you be doing?

Month-End Close & Financial Reporting

• Assist in the monthly closing cycle, working closely with accounting to ensure accurate and timely financial reporting.

• Support revenue and customer reporting by reconciling data across financial systems.

• Ensure data accuracy and provide insights on variances, performance metrics, and key financial indicators.

• Prepare and maintain cash flow reports, ensuring visibility into liquidity and financial health while monitoring timing of cash inflows and outflows.

• Assist in improving cash reporting processes to enhance forecasting accuracy and efficiency.

Budgeting, Forecasting & Financial Modeling

• Assist in running re-forecasts and financial models, incorporating actuals and key business assumptions.

• Help analyze financial trends and provide insights to optimize resource allocation.

• Support cash forecasting efforts, ensuring alignment with business needs and financial constraints.

• Conduct scenario analysis to inform strategic decision-making, including potential liquidity planning.

Cross-Functional Collaboration & Monthly Performance Meetings

• Work closely with the finance, accounting, and revenue teams to ensure alignment on financial data, cash reporting, and forecasting.

• Align with the business on key targets related to financial performance and cash management objectives.

• Assist in preparing monthly performance review meetings, providing key insights into financial, operational, and cash flow performance.

• Contribute to process improvements in cash management, financial operations, and reporting workflows to enhance accuracy and efficiency.

💬 Who are we looking for?

• Education: Bachelor’s degree in Finance, Business Administration, Accounting, or a related field.

• Experience: 2+ years of experience in financial analysis, or a related role, preferably in a SaaS or technology environment.

• Technical Skills:

  • Proficiency in Excel, PowerPoint, and financial modeling.

  • Familiarity with CRM tools and project management platforms is a plus.

  • Strong understanding of financial statements and KPIs.

• Soft Skills:

  • Exceptional organizational and multitasking abilities.

  • Strong written and verbal communication skills.

  • High attention to detail and commitment to accuracy.

  • Ability to work collaboratively across teams and manage multiple priorities in a fast-paced environment.

  • Industry Knowledge: Familiarity with the investment banking or financial services industry is a significant advantage.

• Outstanding communication and collaboration skills, capable of working effectively across all levels of the organization.

Bonus Track!

• Relevant domain experience: prior experience with SaaS, investment banking, investor reporting.

• A track record of driving product development excellence and delivering scalable solutions in high-growth startups or fast-paced environments.

This position is open to remote candidates with a preference for those between the GMT-5 (Eastern EST) and GMT-8 (Pacific PST) time zones.

🌟 What do we offer?

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary

• Potential for equity grant in Finalis 

• High-Speed Internet expenses allowance

• Generous Paid time-off (Vacation Time!)

• Additional 17 Flex Days (to use in national holidays or personal matters)

• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀

• People Team Partner (to target your roadblocks and customize an action plan for your career path)

• Buddy Program

• Virtual After-Office Activities 

• Diverse Culture & Inclusive environment

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ values:

• Deliver with Integrity

• Dream Boldly 

• Empower through Leadership

• Value Learning