FP&A Lead — Strategic Budgeting, Forecasting & Growth

Agility Robotics; California (MO); Hybrid; USD 118,000 - 185,000; Full time

Benefits offered by this job

401(k) Plan with company match

Equity / stock options

Medical, dental, vision insurance (100

Paid time off & holidays

Job summary

Agility Robotics seeks a Financial Planning and Analysis Lead to guide budgeting, forecasting, and long-term financial strategy. You will partner with senior management to refine projections and drive key financial decisions, reporting to the Sr. Director of Finance & Accounting.

This hybrid role is based out of one of our U.S. offices and offers a comprehensive rewards package. You will own headcount modeling, cash forecasting, variance analysis, and Digital Finance initiatives while ensuring

Qualifications

• Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management; 5+ years of related financial or business analysis experience.
• Excellent analytical skills and experience presenting to executives.
• Strong proficiency with Microsoft Office and Google Suite, especially Excel and Google Sheets.
• Strong business acumen with ability to identify trends in financial data.
• Ability to translate complex financial information for diverse audiences.
• Demonstrated leadership, multitasking, and time-management abilities.

Responsibilities

• Develop insightful analyses to support timely decision making for the business.
• Collaborate with senior management and department leads to develop long-term plans and annual budgets.
• Formulate and refine the strategy and financial projections on a quarterly basis.
• Budgeting and forecasting: build annual bottoms-up departmental and organizational budgets and provide guidance.
• Produce monthly actual vs operating budget variances and discuss with leaders for operational changes.
• Lead headcount modeling and assess financial impact of headcount changes.
• Generate cash forecasts with visibility into future liquidity needs.
• Lead quarterly re-forecasting and variance analysis from the original budget.
• Drive Digital Finance transformation by identifying technology adoption opportunities.
• Perform ad hoc analyses to support management decisions.

Skills

Executive presentations

Leadership

Time management

Analytical skills

Communication skills

Business acumen

Education

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

Tools

Microsoft Office

Google Suite

Excel

Google Sheets

Job description

Agility Robotics seeks a Financial Planning and Analysis Lead to guide budgeting, forecasting, and long-term financial strategy. You will partner with senior management to refine projections and drive key financial decisions, reporting to the Sr. Director of Finance & Accounting.

This hybrid role is based out of one of our U.S. offices and offers a comprehensive rewards package. You will own headcount modeling, cash forecasting, variance analysis, and Digital Finance initiatives while ensuring