Financial Planning and Analysis Specialist

4 weeks ago

Philadelphia, Pennsylvania, United States Perpay - Career's Page Full time

About Perpay:

We're a financial technology company dedicated to building simple and inclusive financial products that help our members create healthy financial habits and achieve economic stability.

Our Mission:

We believe everyone deserves a chance to improve their financial future. Our team is passionate about creating innovative solutions that make a real impact in people's lives.

The Role:

We're seeking a talented Financial Analyst to join our dynamic team. As a key contributor to the Financial Planning & Analysis (FP&A) team, you will play a crucial role in managing the planning, reporting, and operations of Perpay's finances.

Responsibilities:

  1. Assist in the development and maintenance of financial models to support budgeting, forecasting, and long-term planning
  2. Conduct detailed variance analyses to understand and explain differences between actual results and budget/forecast
  3. Prepare monthly, quarterly, and annual financial reports for internal stakeholders and senior management
  4. Collaborate with the Chief Strategy Officer and Finance Manager on various strategic projects and financial analyses
  5. Provide financial insights and recommendations to support business decisions and strategic planning
  6. Analyze market trends and competitor performance to identify opportunities and risks
  7. Communicate financial results, forecasts, and strategies to non-financial stakeholders in a clear and concise manner
  8. Engage in process improvement efforts to streamline financial planning and budget management procedures for heightened efficiency and accuracy
  9. Implement best practices in financial analysis and reporting to enhance the quality and timeliness of financial information

Requirements:

  • Bachelor's or Master's degree in Finance, Accounting, or a related field. MBA preferred
  • Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, complex formulas)
  • 2+ years of experience in relevant industry
  • Experience with financial modeling and data analysis tools
  • Strong analytical skills with the ability to synthesize complex data and identify key insights
  • Attention to detail and a commitment to accuracy in financial analysis and reporting
  • Excellent verbal and written communication skills, with the ability to effectively communicate financial concepts to non-financial stakeholders
  • Strong interpersonal skills and the ability to collaborate with team members at all levels of the organization

What We Offer:

  • Competitive salary + company equity
  • 401k with company match
  • Medical / Dental / Vision insurance
  • Flexible Spending Account (FSA)
  • Relocation assistance
  • Pre-tax commuter benefit
  • Student loan repayment match
  • Gym subsidy with City Fitness
  • Cell phone plan
  • Paid parental leave
  • Unlimited PTO

Perks:

  • Opportunity to gain experience at one of the fastest-growing financial startups in the country
  • Work on both e-commerce & fintech customer-facing products
  • Collaborate cross-functionally with product, design, marketing, operations, data teams, and more

Equal Opportunity Employer:

We are an equal opportunity employer and value diversity in all its forms. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, sex (including pregnancy), marital status, political affiliation, age, veteran status, disability status or other non-merit factor.

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