Financial Planning Analyst

Finance Analyst 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 to our clients. WHAT YOU’LL DO The Finance Analyst will support the FP&A team, 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 (Finance Manager/Director, VP of Finance, CFO, and executive team) 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 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 of Working at bswift Comprehensive Health Benefits : Access to health, dental, and vision plans to support your wellness and that of your family. Competitive Compensation : A compensation package that recognizes your skills, experience, and contributions, including performance‑based incentives for most roles. Remote first, Office friendly environment : No time to commute? No problem! Retirement Savings Plans : Options to help you plan for a secure financial future with employer‑sponsored retirement savings programs. Professional Development : Opportunities for career growth, including training and access to resources to support your career progression. Supportive Culture : A work environment that encourages collaboration, open communication, and creative problem‑solving, where your voice and ideas are valued. Employee Wellbeing Initiatives : Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work. Standard working hours are 8 am–5 pm Central Time, unless otherwise stated in the Job Description. In the spirit of pay transparency, we are excited to share the base salary range for this position is $65,000–$75,000, exclusive of fringe benefits or potential bonuses. If you are hired at bswift, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. In addition to those factors – we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Specific benefit offerings vary by position and may be subject to change. #J-18808-Ljbffr