Remote FP&A Analyst – SaaS Forecasting & Reporting

e123; California; Teletrabalho; USD 75 000 - 110 000; Tempo integral

Resumo da oferta

e123 is a Work From Anywhere health-insurance insurtech company based in southern California with a fully remote US workforce. We seek an FP&A Analyst to own planning, forecasting, and the monthly reporting package used by leadership and lenders.

You will manage the annual budget, monthly reforecasts, and a multi-year model, while delivering ad hoc analyses and partnering with departments to drive financial strategy. A strong Excel foundation and experience with planning tools are required.

Qualificações

• 3–5 years of FP&A, corporate finance, or related role.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Strong GAAP knowledge and 3-statement integration.
• Ability to connect financial analysis to business context.
• Advanced Excel with driver-based models and monthly reports.
• Experience with AI-assisted tools for analysis.
• Experience with planning tools like Drivetrain, Cube, etc.
• High attention to detail and clear written/verbal communication.
• Experience in private equity/venture-backed environments and SaaS metrics is a plus.

Responsabilidades

• Prepare monthly management, board, and lender reporting (P&L, balance sheet, cash flow, ARR).
• Maintain monthly re-forecasts and multi-year financial model; lead budgeting.
• Create ad hoc analyses (pricing, ROI, unit economics, profitability).
• Support 409A valuation, audit, tax requests with schedules and analysis.
• Automate recurring reporting using Excel or AI-assisted tools.

Conhecimentos

FP&A experience

GAAP knowledge

Advanced Excel

AI-assisted analysis

clear communication

Formação académica

Bachelor's degree in Finance/Accounting/Economics

Ferramentas

Drivetrain

Cube

SQL

BI tools

HubSpot

Descrição da oferta de emprego

e123 is a Work From Anywhere health-insurance insurtech company based in southern California with a fully remote US workforce. We seek an FP&A Analyst to own planning, forecasting, and the monthly reporting package used by leadership and lenders.

You will manage the annual budget, monthly reforecasts, and a multi-year model, while delivering ad hoc analyses and partnering with departments to drive financial strategy. A strong Excel foundation and experience with planning tools are required.