Graduate FP&A Analyst

Posted 5 Hours Ago
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Tel Aviv, ISR
Hybrid
Entry level
Fintech • Payments • Financial Services
The Role
Support budgeting, rolling forecasts, variance analysis, and financial modelling. Gather and clean data from ERP/CRM/BI systems, build reports and dashboards, perform data-driven pricing and ROI analysis, automate recurring reports using AI/tools, and partner with departments to streamline finance processes and present insights to stakeholders.
Summary Generated by Built In
Description

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 position

We are looking for a motivated and analytical recent graduate to join our Finance team.

This is a unique opportunity to gain hands-on experience across a wide range of finance activities and play a key role in supporting our fast-growing company. You will be exposed to financial planning and analysis, reporting, budgeting, business partnering, and process improvement initiatives.

This role is ideal for recent graduates looking to start their career in FP&A and financial analysis, while helping build processes, controls, and reports that support the company's growth and success

Responsibilities
  • Support the construction and maintenance of company budgets, rolling forecasts, and on-going tracking of actual vs. budget analysis (Variance Analysis).
  • Assist in building and updating financial and economic models to support forecasts, strategic initiatives, and ad-hoc business requests.
  • Gather, clean, and analyze data from multiple organizational systems (ERP, CRM, BI) to identify business trends and activity.
  • Contribute to the preparation of financial reports, dashboards, and analytical presentations for management and stakeholders.
  • Conduct data-driven research and financial decision-making analysis (e.g., pricing, cost structures, and ROI on new initiatives) to extract actionable insights.
  • Collaborate with different departments to collect financial data, streamline data workflows, and support cross-company processes.
  • Leverage modern tools and innovative technologies (including AI platforms) to automate recurring reports and drive efficiency within the finance team 
Requirements
  • Bachelor's degree in Economics, Accounting, Business Administration, or a related field (CPA studies/certification – an advantage).
  • 0–2 years of experience in financial analysis, data analysis, economics, or relevant internships/student positions.
  • Strong Excel skills and a passion for working with data and financial models – Must.
  • Strong technological aptitude with an eagerness to learn and work with business systems such as ERP, BI, and CRM platforms – Must.
  • Familiarity with AI tools (e.g., ChatGPT, GenAI, LLMs), whether through academic, personal, or practical experience – Advantage.
  • Strong analytical and problem-solving skills, with the ability to translate data into actionable insights.
  • Ability to create clear and compelling presentations and data visualizations.
  • Fast learner with strong attention to detail, high accuracy, and a proactive, can-do mindset.
  • Fluent in Hebrew and English, both written and spoken.

Skills Required

  • Bachelor's degree in Economics, Accounting, Business Administration, or related field
  • 0-2 years of experience in financial analysis, data analysis, economics, or relevant internships/student positions
  • Strong Excel skills
  • Strong technological aptitude and experience or willingness to work with ERP, BI, and CRM platforms
  • Familiarity with AI tools (e.g., ChatGPT, GenAI, LLMs)
  • Strong analytical and problem-solving skills with ability to translate data into actionable insights
  • Ability to create clear presentations and data visualizations
  • Fast learner with strong attention to detail, high accuracy, and a proactive mindset
  • Fluent in Hebrew and English, written and spoken
  • CPA studies/certification
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The Company
371 Employees
Year Founded: 2011

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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