Financial Analyst
Financial Analyst
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Job Description
As a Financial Analyst you will play a critical role in maintaining and enhancing Achieves enterprise 3statement financial model. You will focus on forecast updates reconciliation between finance and accounting actuals variance analysis and longrange planning to support our G&A and shared services functions (HR IT Finance Marketing Legal & Compliance).
While your primary responsibility will be on core financial modeling and bridging FP&A to accounting you will also contribute to broader decision support strategic planning and cost optimization efforts across the enterprise. This role is wellsuited for someone who enjoys detailed financial analysis solving complex problems and synthesizing data into actionable insights.
What Youll Do:
- Maintain and enhance components of Achieves enterprise 3statement financial model with a focus on operating expense headcount and overhead allocations
- Drive the monthly forecast and reconciliation process between FP&A and Accounting including accruals reclasses and ensuring financial integrity across systems
- Partner with G&A and shared services leaders to support budgeting rolling forecasts and longrange planning cycles
- Support the monthly close process with financial reporting variance analysis and recommendations for improved forecast accuracy
- Help prepare board and executivelevel materials by contributing to enterprise planning models and key corporate financial updates
- Build and maintain detailed financial models to support crossfunctional strategic initiatives investment decisions and tradeoff analyses
- Synthesize financial data from multiple systems applying structured analytic thinking to deliver clear concise reporting
- Identify and drive process improvements to increase the efficiency accuracy and scalability of financial planning and reporting workflows
- Support adhoc financial analysis and reporting requests as needed to inform business decisions
Qualifications :
What Youll Bring:
- Bachelors degree in finance accounting economics or a related field (MBA or CPA a plus)
- 13 years of experience in financial analysis corporate FP&A or related fields
- Solid understanding of financial statements GAAP accounting principles and corporate planning processes
- Advanced Excel modeling skills; familiarity with financial planning tools (e.g. Adaptive Planning Anaplan Oracle Cloud) a plus
- Experience partnering with G&A or shared services teams on budgeting forecasting and performance reporting
- Ability to work with large datasets and apply structured analytic thinking to deliver clear business insights
- Strong communication skills with the ability to explain financial concepts to nonfinancial stakeholders
- Ownership mentality proactive problemsolving orientation and strong attention to detail
- Comfortable operating independently and collaboratively in a dynamic fastpaced environment
- Experience with financial systems integration cash flow forecasting and reporting automation is a plus
Additional Information :
Achieve wellbeing with:
- Hybrid and remote work opportunities
- 401 (k) with employer match
- Medical dental and vision with HSA and FSA options
- Competitive vacation and sick time off as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program Talkspace and fitness discounts
- Up to $5250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Work from home/hybrid:
We are proudly offering hybrid options in the San Mateo CA and Phoenix AZ metro market. In other locations throughout the country we offer work from home like: TX UT NV WA.
Salary Range: $80000 to $95000 annually bonus benefits.
This information represents the expected salary range for this role. Should we decide to make an offer for employment well consider your location experience and other jobrelated factors.
Join Achieve change the future.
At Achieve were changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth youll get to be a part of their journey to a better financial future. Were proud to have over 3000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona California and Texas. We are strategically growing our teams with more remote workfromhome opportunities every day to better serve our members. A career at Achieve is more than a jobits a place where you can make a true impact have a sense of belonging establish a fulfilling career and put your wellbeing first.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieves Talent Acquisition leader.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
