Financial Analyst (d/w/m)

TaxFix; Berlin; On-site; EUR 60,000 - 90,000; Full time

Benefits offered by this job

Mental health coaching

Stock options

30 vacation days

Learning budget

Work abroad

Flexible working hours

Dog-friendly office

Team events

Job summary

Taxfix is seeking a Financial Analyst, Planning & Reporting Systems, to build and maintain planning models and dashboards. You will ensure data flows from source systems, support forecasting, variance analysis, and month-end reporting, and work closely with FP&A, FinOps and stakeholders.

You will also automate reports, maintain documentation, and train budget owners, while accelerating transition of workflows into the planning platform.

Qualifications

• 3+ years in FP&A, controlling, finance systems or similar analytical finance role, ideally in a fast-growing or subscription-based business.
• Hands-on experience building models or reports in a modern planning tool (e.g. Pigment, Anaplan, Adaptive).
• Solid understanding of financial statements and accounting principles, with hands-on budgeting, forecasting and variance analysis.
• Strong Excel skills and working knowledge of SQL; experience with ERP, consolidation or BI tools (e.g. NetSuite, LucaNet, Looker) is a plus.
• High attention to detail and care for data quality; able to spot inconsistencies.

Responsibilities

• Build and maintain models in the planning platform with dimensions, hierarchies and mapping tables.
• Build product P&Ls and product dashboards, and prepare monthly reviews with product owners.
• Monitor data flows from ERP, HR and other source systems into the planning platform and resolve issues with FinOps/Data.
• Run monthly reconciliations between the planning platform, GL and reported figures and document checks.
• Support the transition of planning and reporting workflows into the planning platform with FP&A.
• Support FinOps on the interface between planning and consolidation so management and statutory views reconcile.
• Maintain access rights, version control and model documentation.
• Train budget owners in using the platform for planning and reporting.
• Automate recurring reports and workflows, using AI tools where they remove manual work.
• Support core FP&A processes: monthly reporting, forecast updates, variance analysis and management materials.
• Deliver ad-hoc analysis on product performance to support commercial decisions.

Skills

FP&A

Excel

SQL

Pigment

Anaplan

Adaptive

Data storytelling

Tools

Pigment

Anaplan

Adaptive

Looker

NetSuite

LucaNet

Job description

Our story:

Every year millions of people are either filing their taxes in fear or giving up on their tax refund altogether. We’re working on fixing that. Our intuitive app enables anyone, regardless of education or background, to file their taxes with newfound confidence.

Spread across Germany, Spain and the UK, the team at Taxfix Group with its brands Taxfix and Steuerbot, is a compassionate group of solution-finders. We speak our minds openly, and with over 400 professionals, including tax experts, developers, and IT security experts, we’re rich in ideas and voices. The group has facilitated more than 3.5 billion euros in tax refunds for its customers since its founding in 2016.

Your challenge

As Financial Analyst, Planning & Reporting Systems, you will build and maintain our planning and reporting models and dashboards, make sure data flows correctly from our source systems, and ensure the numbers the business relies on are accurate and consistent.

Alongside this, you will support core FP&A work such as forecasting, variance analysis and month-end reporting. The role reports to the Senior Director of FP&A and works closely with FinOps, Data and business stakeholders.

Your responsibilities

• Build and maintain models in our planning platform, including dimensions, hierarchies and mapping tables, in line with the agreed model design

• Build product P&Ls and product dashboards, and prepare the monthly reviews with commercial product owners

• Monitor data flows from our ERP, HR and other source systems into the planning platform, and resolve issues together with FinOps and Data

• Run monthly reconciliations between the planning platform, the general ledger and reported figures, and document the checks

• Support the transition of planning and reporting workflows into the planning platform, in close collaboration with the FP&A team

• Support FinOps on the interface between planning and consolidation, so management and statutory views reconcile

• Maintain access rights, version control and model documentation

• Support and train budget owners in using the platform for their planning and reporting

• Automate recurring reports and workflows, using AI tools where they remove manual work

• Support core FP&A processes when needed: monthly reporting, forecast updates, variance analysis and management materials

• Deliver ad-hoc analysis on product performance to support commercial decisions

Your profile

• 3+ years of experience in FP&A, controlling, finance systems or a similar analytical finance role, ideally in a fast-growing or subscription-based business; alternatively, a background as implementation consultant for Pigment, Anaplan or similar planning tools

• Hands-on experience building models or reports in a modern planning tool (e.g. Pigment, Anaplan, Adaptive); Pigment experience is highly valued

• Solid understanding of financial statements and accounting principles, with hands-on experience in budgeting, forecasting and variance analysis

• Strong Excel skills and working knowledge of SQL; experience with ERP, consolidation or BI tools (e.g. NetSuite, LucaNet, Looker) is a plus

• High attention to detail and care for data quality: you notice when a number does not tie, and you find out why

• Hands-on use of AI in finance work (e.g. LLM assistants, AI features in finance and planning tools), and the curiosity to adopt new tools as they mature

• Clear communicator, able to explain numbers to non-finance stakeholders

• Structured, independent and pragmatic, with a strong sense of ownership
  

Why Taxfix?

• A chance to do meaningful, people-centric work with an international team of passionate professionals.

• Holistic well-being with free mental health coaching sessions.

• A monthly allowance to spend on an extensive range of services that you can use and roll over as flexibly as you like.

• Employee stock options for all employees—because everyone deserves to benefit from the success they help to create.

• 30 annual vacation days and flexible working hours.

• A generous learning budget to support your personal and professional development and guidance from our internal L&D experts.

• Work from abroad for up to six weeks every year. Just align with your team, and then enjoy your trip.

• Plenty of opportunities to socialise as a team. In addition to internal meetups, our international team hosts regular get-togethers—virtually and in person when possible.

• Free tax declaration filing, of course, through the Taxfix app—and internal support for all personal tax-related questions.

• Have a four-legged friend in your life? We’re happy to have dogs join us in the office.

At Taxfix, we believe that incredible things happen when you have a wealth of perspectives and experiences. We’re proudly committed to equal employment and development opportunities no matter your gender, race, religion, age, sexual orientation, colour, disability, or place of origin. To help mitigate any potential unconscious biases, we ask that you refrain from including your picture, age, or marital status on your CV. Let your experiences speak for themselves.