Financial Analyst

Surf Air; Addison (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Surf Air Mobility, headquartered in Dallas, TX, seeks a Financial Analyst to join the Finance team. You will work with finance and operations leadership on FP&A activities, budgeting, forecasting, monthly financial reporting, and KPI analysis, reporting to the Sr. Director, FP&A.

The role emphasizes ad-hoc analyses, financial modeling, and supporting the monthly close processes. Ideal candidates have 1–3 years FP&A experience, proficiency in Excel, ERP systems, and a strong business acumen to

Qualifications

• Bachelor's degree in Accounting, Finance, or Business required.
• 1 to 3 years of FP&A experience in high-growth environments preferred.
• Experience with ERP systems and financial reporting packages preferred.

Responsibilities

• Work with finance and operations leadership on FP&A activities.
• Own ad-hoc analysis, budgeting, forecasting, monthly reporting and KPI tracking.
• Develop financial models and present analytics to management.
• Conduct industry and market analyses.
• Support monthly close process and variance analyses.
• Lead planning and coordination of the corporate budget and forecast.

Skills

Analytical thinking

Financial modeling

Communication

Project management

Ambiguity handling

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Microsoft Excel

ERP systems

Job description

SURF AIR MOBILITY

Financial Analyst

At Surf Air Mobility, we're transforming air mobility. As innovators in aviation, we are at the forefront of creating a more efficient and accessible flying experience. With our commitment to a customer-first approach, advanced software solutions, and electrification, we're pioneering new ways for people to travel, making flying not only faster but more enjoyable. Our passionate team thrives in a collaborative environment where innovation and hard work go hand in hand.

Job Title: Financial Analyst

Department: Finance

Location: Dallas, TX (Corporate Headquarters)

Reports To: Sr. Director, FP&A

FLSA Status: Exempt

As our ideal Financial Analyst, you are naturally drawn to the Surf Air brand and you get it. You bring a strong personality of your own and a genuine commitment to supporting the company and its vision. In this role, you will report to the Sr. Director of FP&A, with corporate headquarters based in Dallas, TX.

Key Responsibilities

Responsibilities include but are not limited to:

• Work directly with finance and operations leadership on all Financial Planning & Analysis activities
• Wear many different hats to support the business as it continues to grow
• Own ad-hoc analysis, budgeting, forecasting, monthly financial reporting and analysis, trend analysis, and key performance indicators
• Assist with developing financial models and presenting analytics to support the management team
• Conduct various industry and market analyses
• Manage financial and operational ad-hoc reporting and analysis
• Prepare and review financial variances between Actual, Budget, and Forecast results
• Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics
• Lead the planning, coordination, and consolidation of the corporate budget and forecast as needed by the business
• Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts

Knowledge, Skills & Abilities

• Entrepreneurial spirit: thrives in a rapidly changing environment, with flexibility and a demonstrated ability to manage ambiguity, multiple priorities, and projects in a fast paced, innovative organization
• Customer focus: a demonstrated track record of proactively engaging leaders and employees at all levels, with strong professional maturity and the ability to influence outcomes
• Strong communication skills: excellent verbal and written skills, able to work effectively across levels and leadership styles, with strong business acumen and proven experience translating business needs into action
• Enthusiasm: high energy with a driving sense of urgency, a continuous improvement mindset, and a strong desire and ability to mentor and coach
• Project management skills: able to manage multiple projects simultaneously that require cross-functional collaboration

Qualifications

Education

• Bachelor's degree in Accounting, Finance, or Business required

Experience

• 1 to 3 years of FP&A experience, preferably at a medium sized to large company in a high growth environment
• Experience in startups, consulting, or a similar role
• Experience with ERP systems and financial reporting packages preferred
• Advanced proficiency with Microsoft Excel
• Ability to think independently and provide useful, constructive feedback

Miscellaneous Requirements

• Valid driver's license and reliable transportation
• Computer and phone skills
• Ability to read, write, and speak English effectively
• Ability to pass a 7-year background check and pre-employment drug screen per airline regulations and/or company policy
• Authorized to work in the U.S. per the Immigration Act of 1986

This job description is not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time.

Surf Air Mobility is committed to building a more inclusive ecosystem that integrates women, people of color, and other underrepresented groups into the cleantech sector and aerospace industry. We strongly encourage applications from qualified applicants and members of underrepresented groups. Surf Air Mobility is an Equal Opportunity Employer; employment is based on merit, competence, and qualifications and will not be influenced by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status.