FP&A Analyst

Socket.dev; Seattle (WA); On-site; USD 105,000 - 140,000; Full time

Benefits offered by this job

Equity compensation

Healthcare

Flexible PTO

401k with company match

Parental leave

Job summary

Overland AI seeks an FP&A Analyst to join our finance team, building financial models, forecasting, and executive reporting in a fast-growing defense tech company.

You'll partner with cross-functional teams, develop dashboards, and support strategic planning and capital allocation, delivering insights to leadership. Seattle-based, hybrid work model with competitive compensation.

Qualifications

• Strong understanding of financial statements, budgeting, forecasting, cash flow modeling, and business performance analysis.
• Experience building complex financial models from scratch and presenting recommendations to leadership.
• Proficiency in Microsoft Excel.
• Strong ability to communicate financial insights through executive-ready presentations using PowerPoint.

Responsibilities

• Support development, maintenance, and continuous improvement of financial models for operating plans, forecasts, long-range planning, and scenario analysis.
• Perform Budget vs. Actual analysis across departments, programs, and projects to identify drivers, risks and opportunities.
• Support company-wide forecasting including revenue, Opex, headcount, cash flow, and capex.
• Develop executive dashboards and KPIs for visibility into financial and operational performance.
• Prepare monthly business reviews, executive reports, board materials, and investor presentations.
• Collaborate with Accounting during month-end close to ensure accurate reporting and alignment between forecasts and actuals.
• Consolidate data from multiple systems to improve reporting accuracy and enable data-driven decisions.
• Run sensitivity analyses and scenario modeling for strategic planning and capital allocation.
• Build bottoms-up financial models to evaluate investments, pricing, and strategic initiatives.
• Conduct ad hoc financial analyses as needed.
• Identify opportunities to automate reporting and improve financial processes.

Skills

Financial modeling

Excel

PowerPoint

Financial analysis

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Engineering, Mathematics, or related analytical field

Tools

NetSuite

Campfire

Adaptive

Anaplan

Pigment

Mosaic

Job description

Role Summary

Overland AI isseekingan analytical, strategic, and highly motivatedFP&A Analystto join our growing Finance team. This role is an opportunity to help build the financial foundation of one of the fastest-growing defense technology companies as we scale from startup to production.

As an FP&A Analyst,you’llpartner closely with Finance and cross-functional teams across Engineering, Manufacturing, Operations, Programs, Business Development, and Executive Leadership toprovidethe financial insights that drive company strategy.You’llhelp build andmaintainfinancial models, support forecasting and long-range planning, analyze program performance, prepare executive reporting, and provide insights that enable informed business decisions.

This is a highly visible role with broad exposure across the business. The ideal candidate enjoys solving complex problems, building scalable financial models, and translating data into actionable recommendations for leaders.

What You’ll Do

• Support the development, maintenance, and continuous improvement of company financial models supporting annual operating plans, quarterly forecasts, long-range planning, and scenario analysis.

• Perform Budgetvs. Actual (BvA) analysis across departments, programs, and projects,identifyingkey drivers, risks, and opportunities.

• Support company-wide forecasting, including revenue, operating expenses, headcount, cash flow, and capital planning.

• Develop executive dashboards and KPIs that improve visibility into financial and operational performance.

• Prepare monthly business reviews, executive reporting packages, board materials, and investor presentations.

• Partner closely withAccountingduring month-end close to ensureaccuratereporting and alignment between forecasts and actual financial results.

• Consolidatefinancial and operational data from multiple systems to improve reporting accuracy and enable data-driven decision-making.

• Perform sensitivity analyses and scenario modeling to support strategic planning and capital allocation decisions.

• Support the build bottoms-up financial models to evaluate investments, new initiatives, pricing strategies, and strategic business decisions.

• Conduct ad hoc financial analysis as needed.

• Identifyopportunities to automate reporting, improve financial processes, and build scalable planning infrastructure as the company grows.

• Support strategic finance initiatives, including fundraising, pricing analysis, customer proposal support, make-vs.-buy decisions, and M&A diligence as needed.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Engineering, Mathematics, or a related analytical field.

• 2–5 years of experience in FP&A, Corporate Finance, Strategic Finance, Investment Banking, Private Equity, Consulting, or another highly analytical environment.

Desired Experience & Qualifications

• Strong understanding of financial statements, budgeting, forecasting, cash flow modeling, and business performance analysis.

• Experience building complex financial models from scratch and presenting recommendations to leadership.

• Proven advancedproficiencyin Microsoft Excel.

• Strongproficiencyto communicate financial insights through executive-ready presentationsusing Microsoft PowerPoint.

• Experience working with ERP systems and planning platforms such as NetSuite,Campfire,Adaptive, Anaplan, Pigment, Mosaic, or similar tools is preferred.

• Excellent analytical, quantitative, and problem-solving skills.

• Strong communicationskills with the ability to explain financial concepts to technical and non-financial audiences.

• Familiarity with government contracting, supply chain, manufacturing, hardware companies, or defense technology environments is preferred but notrequired.

• Ability to manage multiple priorities in a fast-paced, rapidly changing environment.

• High attention to detail with a commitment to accuracy and continuous improvement.

Location:

The preferred location for this position is Seattle, WA.

Compensation And Benefits

Pay range:

FP&A Analyst I: $105K – $120K annually
FP&A Analyst II: $120K – $140K annually

Actual level and base salary will be determined on a case‑case basis and may vary based on the following considerations: job-related knowledge and skills, education, and experience.

Overland AI believes in creating a work environment that you look forward to embracing every day.Benefits include:

• Equity compensation

• Best-in-class healthcare, dental and vision plans

• FlexiblePTO

• 401k with company match

• Parental leave

Overland AI is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, marital status, disability, genetic information, protected veteran or military status, or any other status protected by applicable law.

This position may involve access to export-controlled technology. Employment is contingent on the ability to comply with U.S. export control laws.

Overland AI provides reasonable accommodations for qualified individuals with disabilities and disabled veterans during the application process. Please contact [e-mail] to request an accommodation.