Financial Planning and Analysis Specialist

9 hours ago


New York, New York, United States Forter Full time
About the Role

Forter is seeking a highly motivated and detail-oriented Financial Planning and Analysis (FP&A) Analyst to join its team. As a key member of the FP&A team, you will play a critical role in supporting the company's revenue growth and financial planning initiatives.

Key Responsibilities
  • Develop and maintain comprehensive financial models to support top-line financial forecasting and ad hoc analysis
  • Drive revenue analysis and commentary, ensuring performance and business drivers are appropriately understood and meaningful action items are identified
  • Analyze financial performance and identify trends, opportunities, and risks
  • Assist in the development of monthly, quarterly, and annual reporting packages, including board and investor presentations
  • Support tracking of key performance indicators (KPIs) and contribute to the development and testing of new KPI definitions
  • Collaborate with cross-functional business partners to integrate operational developments into our financial outlook
  • Help craft answers and a deep understanding of business performance over time, which will support senior finance leadership and investor relations
Requirements
  • Bachelor's Degree in Finance, Accounting, or related field
  • 2-3 years of professional experience in financial planning and analysis or related experience
  • Experience in software revenue forecasting role; usage-based revenue modeling is a plus
  • Experience in the finance department of a public company is a plus
  • Strong understanding of revenue recognition policies
  • Ability to think critically about a business and understand the key value drivers
  • Ability to analyze large data sets, infer, and communicate key takeaways
  • Master in Microsoft Excel and PowerPoint
  • Experience with Netsuite and visualization tools such as Tableau, Qliksense, or similar system preferred
  • Proficient in SQL; Python is a plus
  • Strong attention to detail, with dedication and ownership over quality of deliverables
  • Collaborative, positive attitude, and eagerness to learn
What We Offer

Forter offers a competitive salary range of $98,000 - $123,000 annually, plus bonus, equity, and benefits. We are an Equal Employment Opportunity employer and welcome applications from diverse candidates.

At Forter, we believe in creating a culture of trust, collaboration, and innovation. We are committed to providing a workplace that is inclusive, respectful, and supportive of all employees. If you are a motivated and detail-oriented individual who is passionate about financial planning and analysis, we encourage you to apply for this exciting opportunity.



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