FP&A Analyst - Forecasting & 3-Statement Models (Pigment)

Codex; Minneapolis (MN); On-site; USD 90,000 - 140,000; Full time

Job summary

Codex is seeking a finance-focused professional to own and maintain the consolidated financial model (P&L, balance sheet, cash flow) to support planning and executive decision-making.

You will build and improve forecasting models across revenue, COGS, and OpEx with drivers and scenarios, support the annual operating plan and monthly cycles, translate operational inputs into model updates, and collaborate with Sales, RevOps, Product, and Engineering to quantify the financial impact of roadmaps

Qualifications

• 2+ years in investment banking, strategy consulting, or corporate finance.
• Hands-on experience with Pigment required.
• Experience building/maintaining integrated 3-statement models.
• Excellent communication skills, with experience preparing executive-facing materials.
• Comfortable managing multiple workstreams with limited direction.
• Interest in AI tools for financial workflows (Claude experience a plus).
• Bachelor's degree in Finance, Accounting, Economics, or related field.

Responsibilities

• Own and maintain the consolidated financial model (P&L, balance sheet, cash flow) to support planning and executive decision-making.
• Build and improve forecasting models across revenue, COGS, and OpEx, including assumptions, drivers, and scenarios.
• Support the annual operating plan process and monthly/quarterly forecasting cycles, including variance commentary and leadership-ready outputs.
• Translate operational inputs (headcount, usage, pipeline, product timelines) into model updates.
• Help scale Finance's planning infrastructure, including Pigment implementation, AI-driven process improvements, and data validation.
• Partner with Sales and RevOps on pipeline/bookings analysis and deal-sizing models.
• Work with Product and Engineering to quantify the financial impact of roadmap and tooling investments.
• Act as a responsive Finance partner for cross-functional ad hoc analysis.
• Own data pulls, slides, and workstreams for leadership calls, board packages, and investor materials.
• Maintain accuracy and consistency across recurring deliverables.
• Use AI tools to speed up and improve financial analysis.

Skills

Excel modeling

Executive communication

Strategic thinking

Education

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

Tools

Pigment

Job description

Codex is seeking a finance-focused professional to own and maintain the consolidated financial model (P&L, balance sheet, cash flow) to support planning and executive decision-making.

You will build and improve forecasting models across revenue, COGS, and OpEx with drivers and scenarios, support the annual operating plan and monthly cycles, translate operational inputs into model updates, and collaborate with Sales, RevOps, Product, and Engineering to quantify the financial impact of roadmaps