Financial Planning and Analysis Lead

Agility; Salem (OR); On-site; USD 111,000 - 173,000; Full time

Benefits offered by this job

401(k) Plan with 6% match

100% company-paid insurance

Unlimited PTO for exempt employees

Catered lunches

Paid parental leave

Tuition reimbursement

Job summary

Agility seeks a Financial Planning and Analysis Lead to provide financial support and guidance in an innovative environment. This role involves developing budgets, performing variance analysis, and assisting with strategic financial decision-making. The ideal candidate will have a Bachelor's or Master's in Finance, strong analytical skills, and excellent communication abilities. The position is hybrid, with a competitive salary range between $111,000 and $173,000 USD and outstanding benefits including unlimited PTO and 401(k) matching.

Qualifications

• 5+ years of related financial or business analysis experience.
• Ability to translate complex financial information to diverse audiences.
• Demonstrable experience in leadership and time management.

Responsibilities

• Develop insightful analyses to support decision making.
• Collaborate to build departmental budgets and report variances.
• Engage with management to identify and track financial KPIs.

Skills

Excellent analysis skills

Strong business acumen

Interpersonal and communication skills

Expertise in Excel & Google Sheets

Education

Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management

Tools

Microsoft Office

Google Suite

Job description

Agility's commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we’re pioneering a new era of automation that enhances human potential.

About the Role

We are building a scalable, sustainable business and are looking to grow our finance team as a critical component of the fuel that will support Agility’s success. We’re looking for a qualified Financial Planning and Analysis Lead that can provide overall financial support and guidance while working closely with department leads to help formulate and refine the strategy and financial projections for the business. This role will report directly to the Sr. Director of Finance & Accounting.

About the Work

The Financial Planning and Analysis Lead will develop insightful analyses that support timely and effective decision making throughout the organization. You will work closely with senior management and department leads to help develop a long‑term business plan as well as a detailed annual budget, and then refine the strategy and financial projections on a quarterly basis.

Budgeting and Forecasting

• Collaborate with business leaders to build annual bottom‑up departmental and organizational budgets; provide training and guidance as needed.
• Develop comprehensive reporting of assumptions, financial statements, and operational metrics derived from the budget process for internal and external stakeholders.
• Prepare monthly actual‑to‑budget variances and examine with departmental leaders to determine whether operational changes are required.
• Lead headcount modeling and track the financial impact of headcount changes.
• Generate cash forecasts with visibility into future liquidity needs.
• Lead quarterly re‑forecasting and provide analysis of actual and forecasted variances from the original budget.
• Drive Digital Finance transformation by identifying areas for technology adoption and streamlining.
• Perform ad‑hoc analysis to assist management decision making.

Key Performance Indicators (KPIs)

• Engage with management to identify and track KPIs and bridge analysis to financial performance.
• Deliver innovative tools to gather data and construct formats for leadership review and discussion.
• Employ data analysis techniques to identify risks and suggest mitigating strategies.
• Drive business case preparation and financial return modeling for investment of enterprise resources.
• Simplify, standardize, and automate analyses for real‑time consumption across a broad audience.

Financial Reporting

• Partner with the People Operations team to reconcile confidential headcount information monthly and reflect changes in financial results.
• Support the Accounting team in designing, documenting, and maintaining internal control processes.
• Assist in preparing financial reports for external parties of interest.
• Assist in preparing for year‑end audits.
• Perform other duties and special projects as assigned.

About You

• Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management and 5+ years of related financial or business analysis experience.
• Excellent analysis skills and experience with executive presentations.
• Thorough knowledge of Microsoft Office and Google Suite, including expertise in Excel & Google Sheets.
• Strong business acumen and exceptional analytical skills to recognize emerging trends in financial data.
• Ability to translate and communicate complex financial information to a broad and diverse audience.
• Demonstrable experience in leadership, multitasking, and time management.
• Excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders.

Location

Hybrid position based out of our Salem, Pittsburgh, or Fremont offices.

Salary Range

$111,000 – $173,000 USD

Benefits

• 401(k) Plan: Includes a 6% company match.
• Equity: Company stock options.
• Insurance Coverage: 100% company‑paid medical, dental, vision, and short/long‑term disability insurance for employees.
• Benefit Start Date: Eligible for benefits on your first day of employment.
• Well-Being Support: Employee Assistance Program (EAP).
• Time Off:
  • Exempt Employees: Flexible, unlimited PTO and 10 company holidays, including a winter shutdown.
  • Non‑Exempt Employees: 10 vacation days, paid sick leave, and 10 company holidays, including a winter shutdown, annually.
• On‑Site Perks: Catered lunches four times a week and a variety of healthy snacks and refreshments at our Salem and Pittsburgh locations.
• Parental Leave: Generous paid parental leave programs.
• Work Environment: A culture that supports flexible work arrangements.
• Growth Opportunities: Professional development and tuition reimbursement programs.
• Relocation Assistance: Provided for eligible roles.
• Annual Discretionary Bonus: Provided for eligible roles.

Equal Employment Opportunity

All of our roles are U.S.-based. Applicants must have current authorization to work in the United States. Agility Robotics is committed to a work environment in which all individuals are treated with respect and dignity. Each individual has the right to work in a professional atmosphere that promotes equal employment opportunities and prohibits unlawful discriminatory practices, including harassment. Therefore, it is the policy of Agility Robotics to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.