Financial Planning & Analysis Associate

Five and Fly; Austin (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) retirement plan

Paid time off

Relocation assistance available

Job summary

Overwatch is seeking an FP&A Associate to join our Financial Planning & Analysis team in Austin, TX. This hands-on role partners with the Director of FP&A to deliver reporting, analysis, and financial models that inform decision-making across subsidiaries.

You will support budgeting, forecasting, and management reporting while contributing to automation and improved reporting tools. A strong analytical mindset and ability to handle multiple cycles are essential.

Qualifications

• 2–4 years of FP&A, financial analysis, accounting, or related field.
• Bachelor's degree in Finance, Accounting, Economics or related field.
• Strong Excel and financial modeling skills; familiarity with NetSuite preferred.

Responsibilities

• Support annual budgeting and periodic forecasting across business units.
• Build and maintain financial models for planning, scenarios, and ad hoc requests.
• Analyze monthly results and provide variance analysis vs. budget/forecast.
• Collaborate with accounting to ensure accurate, timely financial data.

Skills

FP&A experience

Financial modeling

Excel

Attention to detail

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

NetSuite

Job description

Financial Planning & Analysis Associate

Department: Financial Planning & Analysis Associate

Employment Type: Full Time

Location: Austin, TX

Description

We're looking for an FP&A Associate to join our Financial Planning & Analysis team and support the financial infrastructure behind Overwatch's growth. This is a hands‑on analytical role. You will partner closely with the Director of FP&A to deliver accurate reporting, insightful analysis, and financial models that inform decisions across Overwatch's subsidiaries.

This role requires strong analytical rigor, a bias toward accuracy, and the ability to manage multiple reporting cycles and ad hoc requests at once.

You will play a central role in supporting budgeting, forecasting, and management reporting, while also contributing to the team's ongoing investment in automation and reporting tools.

Key Responsibilities

Financial and Planning & Analysis

• Support the annual budgeting process and periodic forecasting cycles across business units


• Build and maintain financial models to support planning, scenario analysis, and ad hoc requests


• Analyze monthly financial results and prepare variance analysis against budget and forecast


• Partner with accounting to ensure financial data is accurate, timely, and properly classified

Reporting & Visibility

• Prepare monthly and quarterly investor reporting packages


• Maintain and enhance reporting in NetSuite, ensuring outputs are accurate and consistently formatted


• Support the preparation of materials for Leadership Team (LT) and executive reviews


• Translate financial data into clear, concise summaries that drive decisions

Cross-Functional Collaboration

• Partner with subsidiary and department leaders to gather inputs and validate assumptions


• Respond to ad‑hoc financial requests from leadership with accuracy and urgency


• Build strong working relationships across accounting, operations, and business unit teams


• Document processes and assumptions to ensure consistency across reporting cycles

Process Improvement & Automation

• Identify opportunities to streamline recurring reporting and planning processes


• Support the team's investment in automation tools to reduce manual effort and improve accuracy


• Contribute to the development of templates, models, and standard operating procedures


• Help build reporting infrastructure that scales as Overwatch grows

Skills, Knowledge and Expertise

What We're Looking For

• 2-4 years of experience in FP&A, financial analysis, accounting, or a related field


• Bachelor's degree in Finance, Accounting, Economics, or a related field


• Strong Excel and financial modeling skills


• Experience with NetSuite or a comparable ERP/financial reporting system preferred


• High attention to detail with strong analytical and problem‑solving skills


• Ability to manage multiple deadlines and reporting cycles in a fast‑paced environment


• Clear communicator, comfortable presenting analysis to non‑finance stakeholders


• Interest in data center or mission‑critical infrastructure industries a plus

What Success Looks Like

• Reporting is accurate, timely, and trusted by leadership without rework


• Financial models and analysis directly inform planning and business decisions


• Strong working relationships across subsidiaries and departments


• Growing ownership of reporting processes and increasing independence over time

Benefits

Competitive salary and benefits package, including health insurance, dental insurance, vision insurance, life insurance, 401(k) retirement plan, paid time off, and relocation assistance available.