Financial Planning Analysis FPA Associate
Financial Planning Analysis FPA Associate
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Job Description
FINANCIAL PLANNING & ANALYSIS (FP&A) ASSOCIATE
Who We Are
DebtBook offers modern treasury and accounting software designed to help state and local government higher education healthcare and others go from operational overload to strategic leadership.
Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87 ASC 842 and GASB 96 compliance workflows.
DebtBook ranks No. 39 on the 2024 Inc. 5000 its annual list of the fastestgrowing private companies in America. The prestigious ranking provides a datadriven look at the most successful companies within the economys most dynamic segmentits independent entrepreneurial businesses.
We are driven by a collective commitment to foster a Growth Mindset exemplify the strength of One Team consistently go Above and Beyond and Take Ownership of our responsibilities and outcomes. Our mission is to cultivate an environment where innovation thrives and our team members are empowered to reach their full potential.
About this Role
The FP&A Associate will leverage analytical horsepower paired with diverse problemsolving skills to support DebtBooks strategic decisionmaking. This role will work closely with crossfunctional department leaders to help drive company growth while balancing capital efficiency.
The FP&A Associate reports directly to the Senior Director of Finance & Strategy.
What Youll Do
- Initially support (and eventually own) the DebtBook Operating Model and all relevant financial / operating metrics and forecasts for both short and longterm planning consistently making progress towards improved predictability and accuracy that positively impacts business performance.
- Provide bestinclass financial partnership to teams across the company to assist with various highimpact initiatives (i.e. pricing strategy resource planning market / competitive analysis etc).
- Prepare and support the analysis of financial statements and KPIs on a monthly basis for use by company leadership and the Board of Directors.
- Support DebtBooks Revenue Operations team in ensuring acute accuracy of data across all company operating systems (i.e. SalesForce Mosaic SaaSGrid ChurnZero etc).
- Own and/or support special projects for the Executive Leadership Team on an asneeded basis.
What You Bring
- 2 years of work experience in investment banking VC PE FP&A strategic finance or other similar roles.
- Superior analytical and financial modeling skills with the ability to perform deep dives into the underlying assumptions and quantitative details of all analysis as well as step back and make recommendations based on the insights you develop.
- Business partnership and collaboration experience at the executive and / or board level with the ability to synthesize complex information and effectively communicate results to both financial and nonfinancial audiences.
- Experience in a fastpaced work environment capable of prioritizing and executing on a variety of projects at once.
- Experience with key financial/operational data systems (e.g. Quickbooks Salesforce Maxio etc)
Nice to Haves
- Experience with modern financial planning tools (e.g. Mosaic SaaSGrid Vena Drivetrain etc)
- Experience with BI tools such as Metabase Looker Tableau PowerBI or others
Why DebtBook
Proud to be named one of the Best Places to Work by Charlottes Business Journal DebtBook is a fastgrowing company where we dream big move fast make an impact and bring joy to everything we do. Our core values drive our success as an organization and we are looking for talented teammates who share our passion for challenging the status quo innovating in all we do and wanting to make a difference.
#LIOnsite
DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race religion color national origin ethnicity gender gender identity or expression pregnancy sexual orientation age marital status genetic information political affiliation National Guard or veteran status disability or any other protected status under federal state or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.
Required Experience:
IC
Employment Type
Full Time
