Worth AI, a leading computer AI software company, is looking for a skilled Senior Financial Analyst to join our team. The Senior Financial Analyst, FP&A will play a critical role and act as a strategic partner to the CFO and executive leadership. This individual will drive key financial planning, forecasting, and analytical initiatives that support company growth and operational decision-making.
The ideal candidate is a highly analytical, hands-on finance professional who thrives in a fast-paced, high-growth environment. This role requires the ability to translate complex financial and operational data into actionable insights while partnering cross-functionally with senior leaders across the organization.
Responsibilities & Objectives- Lead the development of the annual operating plan, monthly forecasts, and long-range financial planning processes
- Prepare and deliver monthly financial reporting packages, including KPI dashboards, variance analysis, and executive-level summaries
- Own and manage the weekly cash forecasting process, ensuring accurate liquidity planning and visibility for leadership
- Drive monthly and bi-monthly forecasting cycles, identifying trends, risks, and opportunities and presenting insights to senior leadership
- Reconcile client-level data cubes against recognized revenue, investigating and resolving variances
- Serve as a strategic finance partner to departmental leaders, providing financial modeling, business case analysis, and operational insights
- Support board and investor reporting, including preparation of financial materials, presentations, and executive briefings
- Collaborate with Finance leadership on strategic initiatives, including M&A analysis, due diligence, and integration modeling
- Identify opportunities to improve financial processes, reporting automation, and data infrastructure
- Support finance leadership in preparing board presentations, strategic updates, and investor communications
- Partner cross-functionally with Accounting, Data, Product, and Operations teams to ensure alignment between financial planning and operational performance
- Perform other duties and strategic projects as assigned
RequirementsWhat It Takes to Join Our Team
- 5–7+ years of experience in financial planning & analysis, strategic finance, investment banking, consulting, or business intelligence
- Experience operating in a high-growth startup or fast-scaling technology company preferred
- Proven ability to build complex financial models, forecasts, and scenario analyses
- Strong executive communication skills with the ability to translate data into actionable business insights
- Highly analytical with a data-driven approach to problem solving and decision-making
- Advanced proficiency in Microsoft Excel and financial modeling
- Experience working with ERP and financial planning systems (NetSuite, Anaplan, Adaptive, or similar)
- Familiarity with SQL, ETL pipelines, and data analytics tools is strongly preferred
- Demonstrated ability to operate independently, manage competing priorities, and influence cross-functional stakeholders
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance
- Flexible Vacation Time
- Always available, snacks, lunch, happy hours
- Work From Home
- Wellness Resources
Top Skills
What We Do
Worth AI is a minority-founded SaaS platform powering inclusive financial underwriting through AI. Our Values: - Economic inclusion for everyone. - Equitable decision-making through technology. - Tackling financial inclusion for all - from enterprises to small businesses. Get to Know Worth AI’s Technology: Worth AI is an underwriting platform that leverages AI algorithms to deliver lightning-fast processing times, unparalleled accuracy, and a unique user experience. Our patent-pending platform provides: - Real-time data on the SMB market. - Enabling advanced risk modeling. - Comprehensive portfolio visibility. - Continuous risk monitoring. Our data-driven platform reduces risks and eliminates biases by processing thousands of traditional and non-traditional data sources. We're pushing boundaries and rewriting the rulebook in fintech. Let's work together to make real change happen.
