Senior Financial Planning & Analysis Analyst

Role Description

U.S. Financial Technology (U.S. FinTech) is seeking an experienced Senior Financial Planning and Analysis Analyst to join our team of talented professionals. This is a full-time remote opportunity.

In this critical role, the Sr. Associate supports the Finance Manager and Director in executing enterprise-level planning, budgeting, forecasting and management reporting and analysis, including developing materials for reporting to Executive Committee, and the company's Board of Managers. The Sr. Associate is a key contributor in maintaining the financial planning system, developing the system roadmap and implementing business process and system enhancement initiatives.

• Coordinates with business partner FP&A team to prepare and validate consolidated planning, budgeting and forecasting.
• Supports the development of planning and forecasting material.
• Supports the Manager of FP&A in creating reporting packages.
• Works closely with business partner FP&A and accounting teams to gather inputs and validate data accuracy.
• Contributes analytical commentary and performance insights.
• Supports the development of financial models and runs scenario analyses under the FP&A Manager / Director’s guidance.
• Maintains FP&A systems, executes data uploads and reconciliations.
• Supports system enhancements and process improvements under the Manager's direction.
• Supports risk management activities within FP&A, including process risk assessment, Process Procedure and RCM updates, RCSA, KI reporting, Data Governance.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• CPA or MBA in Finance or similar degree preferred.
• Minimum of 5 years in Financial Planning and Analysis supporting business or technology areas.
• Applicants must be authorized to work in the US without requiring employer sponsorship currently or in the future.
• Knowledge of FP&A processes, financial systems, corporate reporting and consolidation.
• Project Management – Plans, coordinates, and executes complex financial initiatives and system enhancements efficiently.
• Analytical Problem-Solving – Uses quantitative and qualitative analysis to identify root causes, optimize outcomes, and solve complex business issues.
• Executive-Level Communication – Clearly communicates insights, recommendations, and financial implications to senior executives.
• FP&A Systems Proficiency – Maintains and optimizes financial planning and reporting systems to ensure accurate and efficient processes.

Requirements

• Pay Range: $105,000 to $123,500.
• U.S. FinTech's pay range for this job level is a general guideline only and not a guarantee of compensation or salary.
• Additional factors considered in extending an offer include a candidate’s qualifications, skills, competencies, and experience, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.
• U.S. FinTech offers a competitive total compensation package, which includes a performance bonus, 401k match, healthcare coverage, PTO, and a broad range of other benefits.

Employment

• As a condition of employment with U.S. Financial Technology, any successful job applicant will be required to successfully complete a background investigation, which may also include a credit check for positions in some areas of our business.
• U.S. Financial Technology is an Equal Opportunity Employer.