FP&A Analyst Remote- US

Overview bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service. We are looking for a motivated individual with 1–3 years of experience to join our team as a Finance Analyst . WHAT YOU’LL DO The Finance Analyst will support the FP&A team, which is responsible for managing the planning and forecasting process through insightful analyses to enhance company decision-making and profitability. This role provides detailed reporting and analysis used by the executive team, investors, and lenders. WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions) Support the annual budgeting and rolling forecast process Prepare monthly financial reporting, including commentary and recommendations for the leadership team Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions Coordinate with accounting to ensure accuracy of financial information Partner with business leaders on activities related to the FP&A team Review results and provide decision-support insights for investments or cost-savings initiatives Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively Build strong relationships with stakeholders through effective communication Partner with Sales to build financial models and review pricing for new business and renewals Review quarterly SLA and Bad Debt reserves Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed Support senior finance leadership on key financial decisions Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards This role operates at a foundational level of AI adoption, focused on enhancing individual productivity and decision support while maintaining strong human judgment and data integrity. WHAT YOU NEED TO SUCCEED (Required Education and Experience) Bachelor’s degree in Finance or Accounting 2+ years of progressive responsibility in financial analysis Experience performing variance analysis and presenting insights to leadership Working knowledge of Generally Accepted Accounting Principles (GAAP) Solid financial modeling skills and advanced Excel proficiency Collaborative business partner, adept at building cross-functional relationships Ability to thrive in a fast-paced, high-growth company NICE TO HAVE (Preferred Education and Experience) Experience working for SaaS companies Experience with NetSuite and Oracle PBCS Experience working within a Private Equity ownership structure Demonstrated high ethical standards Influential, collaborative, and a strong relationship builder Demonstrates urgency, resourcefulness, and drive; a self-starter Team-oriented mindset OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Benefits Comprehensive Health Benefits : Health, dental, and vision plans Competitive Compensation : Base salary with potential performance-based incentives Remote first, Office friendly Retirement Savings Plans : Employer-sponsored retirement plans Professional Development : Career growth opportunities Supportive Culture , open communication and collaboration Employee Wellbeing Initiatives : Mental health, financial planning, and wellness resources #J-18808-Ljbffr bswift LLC