🛠 Tech Stack

💼 About This Role

You'll lead financial planning and analysis for a leading workplace giving software company, partnering with senior leadership to drive strategic decisions. You'll spearhead automation of financial operations using AI and modern tools. This high-impact role offers the chance to shape financial strategy in a purpose-driven team.

🎯 What You'll Do

• Lead annual budgeting and forecasting processes
• Prepare monthly, quarterly, and annual financial reports
• Spearhead automation of financial operations using AI
• Develop and maintain financial models for scenario planning
• Manage and mentor a team of FP&A professionals

📋 Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 7+ years of experience in FP&A or Corporate Finance
• Proven technical development competencies (Python, SQL, AI/ML tools)
• Advanced Excel skills and 3+ years with financial planning tools

✨ Nice to Have

• CPA, CFA, or equivalent designation
• Experience with Netsuite or similar accounting software
• Familiarity with business intelligence tools (e.g., Tableau)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical Assessment· 60 min