At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
The Senior Analyst, FP&A is the engine behind our monthly financial reporting. You will own actuals-versus-forecast (AvF) reporting, keep our financial models tied to the accounting books each month, and run the ad hoc analysis that leadership relies on to make decisions. You will work side by side with the Sr. Director of FP&A and have regular visibility to the CFO and executive team.
The best candidate is fluent in U.S. GAAP, comfortable in the general ledger, and takes pride in numbers that tie out. You will also help shape how the team works by building AI-assisted workflows that make reporting faster, more consistent and more reliable.
We are a PE-backed, multi-entity finance company in a fast-paced, collaborative environment. We are looking for a self-motivated analyst with strong judgment, high standards and the ability to explain the story behind the numbers to leaders at every level.
What You'll Do
- Build financial models in Excel based on historical financial and operating data
- Ensure model accuracy while enhancing model quality
- Recommend and implement model process improvement measures
- Analyze and identify data required to support financial models; operational and financial records
- Load and map monthly accounting actuals from the general ledger (NetSuite) into the operating and forecast models, ensuring the model ties to Accounting's closed books
- Conduct scenario analysis based on strategic business decisions to access profitability and financial business risks
- Build and improve repeatable, AI-assisted reporting workflows that reduce manual effort and strengthen model quality and controls
- Own monthly actuals-versus-forecast (AvF) reporting across the GAAP income statement, cash income statement, balance sheet and cash flow statement, delivered on a close-driven timeline
- Meet with division leads to discuss monthly variances and organizational changes that may affect financial results
- Partner with the business leadership to support monthly and quarterly assumption driver updates, the Annual Operating Plan and lender budgets
- Run ad hoc financial analysis and reporting for the Sr. Director of FP&A, CFO and executive leadership
- Support board, lender and investor reporting, including preparing schedules and reviewing financial packages for accuracy
What We Look For
- Strong U.S. GAAP foundation and comfort working with the general ledger, trial balance and account mappings
- High standards of accuracy and precision, strong attention to detail, and demonstrated integrity
- Excellent analytical and problem-solving skills, with the instinct to question numbers that do not look right
- Strong written, verbal and quantitative communication skills, including the ability to explain complex results simply to non-finance partners
- Ability to work effectively under tight deadlines and manage multiple priorities through the monthly close cycle
- Self-motivated with exceptional follow-through, and a desire to learn the business and question the status quo
- High potential and ambition to grow within the Finance organization
Required Education and Experience
- Bachelor's degree in Accounting, Finance or a related field
- 2-4 years of experience in FP&A, corporate accounting, public accounting or corporate finance
- Excellent Excel and data skills, with experience building and maintaining financial models
- Hands-on experience using Claude, Gemini or another AI platform to support analysis, reporting or process automation
Nice to Have
- CPA license or public accounting experience
- Experience at a PE-backed company, or with lender and investor reporting
- Experience with NetSuite or a similar structured ERP system
- Knowledge of BI tools (such as Looker) and SQL or database structures
- Understanding of, and ability to build, projection curves
The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
Skills Required
- Bachelor's degree in Accounting, Finance, or a related field
- 2-4 years of experience in FP&A, corporate accounting, public accounting, or corporate finance
- Excellent Excel and data skills, including experience building and maintaining financial models
- Hands-on experience using Claude, Gemini, or another AI platform for analysis, reporting, or process automation
- Strong U.S. GAAP foundation and comfort with general ledgers, trial balances, and account mappings
- Strong analytical, problem-solving, written, verbal, and quantitative communication skills
- Ability to work under tight deadlines and manage multiple priorities during monthly close cycles
- CPA license or public accounting experience
- Experience with a private-equity-backed company or lender and investor reporting
- Experience with NetSuite or a similar structured ERP system
- Knowledge of BI tools such as Looker and SQL or database structures
- Understanding of and ability to build projection curves
What the Team is Saying
Beyond Finance Compensation & Benefits Highlights
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Retirement Support — Employer 401(k) matching of 100% on the first 3% and 50% on the next 2% with immediate vesting is advertised, and feedback suggests the match is viewed favorably overall.
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Leave & Time Off Breadth — Salaried employees have unlimited PTO while hourly staff start with 15 days plus paid holidays; feedback suggests flexibility in taking time off is appreciated by many.
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Wellbeing & Lifestyle Benefits — Medical, dental, vision, disability, FSAs, mental-health support, and remote/hybrid options create a broad package; feedback suggests workplace flexibility is a standout perk.
Beyond Finance Insights
What We Do
Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer. But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Why Work With Us
Our people make a real impact — on our organization as a whole, but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard, help people, and grow in a collaborative, uplifting environment.
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Beyond Finance Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Beyond Finance operates on a hybrid model. Employees work onsite 2–4 days per week, depending on specific team requirements. We believe working together in person drives better communication, collaboration, and results.
