Senior FP&A Analyst

About the Role

As a foundational member of the FP&A team, this role will be at the forefront of scaling financial reporting, planning, and analytics at Roo. The scope of this role includes building and maintaining financial models, supporting monthly, quarterly, and annual planning and reporting, and developing and expanding financial operations and best practices. This role goes beyond number-crunching and will be a strategic partner to cross-functional stakeholders across the business, empowering teams with actionable insights and providing guidance and guardrails on key areas of growth. The impact of the FP&A team extends beyond our internal operations, as we support our board and investors with ongoing reporting and insights.

The ideal candidate is an intellectually curious and dynamic team player with a high bar for excellence and a passion for building and scaling financial operations within a high-growth organization. This role reports to the Senior FP&A Manager and, while primarily remote, will require occasional onsite presence in our San Francisco coworking space for meetings and team events.

Your Responsibilities

• Support and expand internal and external financial reporting needs, including departmental Budget vs. Actual reporting, management reporting, and investor reporting on both a recurring and ad hoc basis.
• Facilitate financial planning across the organization, including quarterly, annual, and long-range planning.
• Build and manage a variety of financial models, including three-statement operating models, unit economics models, and ad hoc project ROI models.
• Partner with departments to deeply understand the impact and investment of each function in order to better measure and forecast business performance.
• Collaborate with data and accounting teams to ensure the accuracy, timeliness, and scalability of financial reporting, forecasting, and analytics.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• At least 5 years of proven experience as a financial operator in a high-growth startup and/or a relevant field such as Investment Banking, Private Equity, or Management Consulting.
• Strong skill set in financial analysis and modeling, with the ability to efficiently generate insightful analysis and build complex financial models.
• High proficiency in Excel, Google Suite, and QuickBooks. Experience implementing and/or administering an EPM system is a plus.
• Experience with SQL and data visualization platforms (such as Mode) is highly desirable but not required.
• Excellent communication skills (written and verbal) and a high level of emotional intelligence, with the ability to build and manage cross-functional relationships and workstreams.
• You aren’t afraid to build your own playbook. You are always seeking better and more efficient ways to do things.
• You are agile and flexible, quickly adapting and taking action to best serve the needs of the business.

While we are a remote first company, if you are based in San Francisco this will be a hybrid role. Please see below for examples of compensation ranges based on state averages.