AI-Driven FP&A Analyst — Growth, Debt & M&A

Forum Mobility; San Francisco (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Mobile phone and internet stipends

Health and wellness benefits

Flexible paid time off

Job summary

Forum Mobility is seeking a Financial Analyst to join its expanding Finance team in San Francisco. The role focuses on corporate FP&A, forecasting, and EBITDA tracking across multiple projects, with exposure to pricing decisions and new market opportunities.

You will partner with the EVP of Finance and collaborate with the broader team on debt financings, M&A, and AI-enabled analytics to speed up modeling and reporting.

Qualifications

• 3+ years in FP&A or related analytical role.
• Advanced Excel with financial modeling and scenario analysis.
• Experience using AI tools to increase productivity.
• Strong analytical and quantitative skills.
• Ability to independently prioritize competing work in a lean team.
• Excellent written and verbal communication.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Debt financing or M&A exposure is a plus.

Responsibilities

• Own recurring FP&A work for the Finance team — build and maintain the corporate forecast, track EBITDA contribution by project, and prepare forecast and variance reporting for leadership and investors.
• Take on bespoke financial analysis for new commercial structures proposed by the origination team, including deal structuring, contract pricing, and credit decisions.
• Build, maintain, and stress-test components of the corporate financial model, including scenario and sensitivity analysis, and help keep project models for existing assets current as facilities come online.
• Support the Finance team during live transactions — debt financings and M&A — including due diligence, model inputs, and lender/investor reporting.
• Support ad hoc strategic analysis, including evaluation of new markets.
• Provide financial analysis support for new charging site evaluations as needed, working alongside the development team's own tools.
• Help maintain and extend the team's existing AI-assisted tools and identify further opportunities to use AI to speed up modeling, reporting, and analysis.
• Take on additional projects as needed — in a lean Finance team, scope will shift as the business's needs do.

Skills

FP&A experience

Advanced Excel

AI tools experience

Analytical skills

Communication

Time management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

AI tools (ChatGPT/Claude/Copilot)

Job description

Forum Mobility is seeking a Financial Analyst to join its expanding Finance team in San Francisco. The role focuses on corporate FP&A, forecasting, and EBITDA tracking across multiple projects, with exposure to pricing decisions and new market opportunities.

You will partner with the EVP of Finance and collaborate with the broader team on debt financings, M&A, and AI-enabled analytics to speed up modeling and reporting.