Senior Corporate Financial Planning & Strategy Analyst

Checkr; San Francisco, Northern (CA, KY); On-site; USD 128,000 - 150,000; Full time

Benefits offered by this job

Learning and development allowance

Competitive cash and equity

Medical, dental, and vision coverage

Fertility, adoption, and parental care

Flexible PTO

Wellness stipend

Job summary

Checkr is seeking a Senior Corporate Financial Planning & Strategy Analyst in San Francisco to drive strategic financial planning and forecasting across the company. You will collaborate with Finance leadership and cross-functional partners to optimize budgeting, long-range plans, and performance benchmarks.

The role requires strong analytical skills, experience with Adaptive Planning and Oracle, and the ability to translate complex issues into actionable plans.

Qualifications

• 4+ years of progressive Finance experience in FP&A, strategic finance, investment banking, or consulting.
• Strong analytical and problem solving skills with experience building 3-statement models.
• Ability to manage large data sets and drive process improvements.
• Excellent presentation and written communication skills for executive audiences.

Responsibilities

• Prepare reporting and analyses for management and the Board of Directors, including annual and quarterly reviews, investor materials, and business reviews.
• Automate and scale forecasting and reporting tools and become a power user of Adaptive Planning.
• Partner with Finance, Accounting, IT, Corporate Development, People/HR, and other teams.
• Integrate AI into financial processes to improve insights and forecast accuracy.
• Lead financial planning and forecasting across departments, including quarterly, annual, and long-range planning.

Skills

Financial planning

FP&A

Financial modeling

Data analysis

Stakeholder communication

Tools

Adaptive Planning

Oracle

Job description

About Checkr
Checkr is building the data platform to power safe and fair decisions. Over 140,000 companies and millions of people rely on Checkr for AI verification in the moments that matter most: getting a new job, a new place to live, a car ride, childcare, even a date. Customers include Uber, Pennymac, Airbnb, Doordash, and Anthropic.

We’re a team that thrives on solving complex problems with innovative solutions that advance our mission. Checkr is recognized on Forbes Cloud 100 2025 List and is a Y Combinator 2024 Breakthrough Company .

The Financial Planning & Strategy (FP&S) team at Checkr sits at the intersection of finance, strategy, and execution. We don\'t just report on the business, we shape it. We drive strategic decision-making through deep cross-functional partnership, financial and strategic analyses, and domain expertise. We proactively identify opportunities to fuel growth toward Checkr’s goals and deliver the highest impact outcomes.

As a Senior Corporate Financial Planning & Strategy Analyst, you will play a critical role on the Financial Planning & Strategy (FP&S) team. The FP&S team is responsible for the financial decision-making across the organization. This role supports the corporate function in all activities related to managing the total company corporate model. The role supports a wide range of business processes and initiatives to maximize value and optimize company performance, including projects related to revenue, resource allocation, company-wide budgeting, long-term planning, scaling our systems, and setting performance benchmarks for the company. The ideal candidate is highly analytical and strategic, approaches problems in a structured manner, is comfortable with ambiguity, and can communicate clearly and effectively. This is a highly visible role which will work closely with Finance Leadership and cross-functional business partners.

What you’ll do

• Prepare reporting and analyses for management and the BOD, including annual and quarterly financial reviews, BOD materials, investor reporting, and weekly and monthly business reviews
• Support initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologies. Become a power user in our financial planning tool (Adaptive) and find opportunities to continuously improve and automate our processes.
• Serve as a key liaison and partner to Finance, Accounting, IT, Corporate Development, People/HR, and other parts of the organization.
• Integrate AI into existing financial processes to uncover deeper business insights, optimize forecast accuracy, proactively identify emerging trends, and drive automations.
• Serve as the go-to financial partner for data-driven, ad-hoc analyses, and prepare strategic materials for key management meetings, summarizing findings, risks, opportunities, and recommendations
• Support M&A analysis including financial modeling and due diligence
• Own the Balance Sheet and Cash Flow forecasting, and partner with Finance on optimizing working capital.
• Lead strategic financial planning and forecasting processes across different departments. This includes managing the process and calendar for quarterly, AOP and Long-Range Planning.

What you bring

• 4+ years of relevant progressive Finance experience in a fast-paced and high growth environment, including Strategic Finance, FP&A, investment banking, or consulting
• Superior analytical and problem solving skills with experience building 3-statement financial models
• Understanding of systems or willingness to be a power user in our financial planning systems (Adaptive Planning, Oracle). .
• Ability to manage and manipulate large data sets, critically analyze existing processes, and identify opportunities for process improvement
• An ability to distill complex issues into structured frameworks and concrete action plans
• Highly detailed individual with a sense of urgency and strong prioritization skills
• Excellent presentation and writing skills and the ability to clearly communicate messages that link business issues, financial results, and strategy at the executive level
• An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes.

Pay Transparency Disclosure

We use geographic cost of labor as an input to develop ranges for our roles and as such, each location where we hire may have a different range. If this role is remote, we have listed the top to the bottom of the possible range, but we will specify the target range for an exact location when you are selected for a recruiting discussion. For more information on our compensation philosophy, see our website .

On-target Earnings OR Base Salary range (San Francisco, CA)

$128,000 - $150,000 USD

What We Offer

• A fast-paced and collaborative environment
• Learning and development allowance
• Competitive cash and equity compensation, and opportunity for advancement
• 100% medical, dental, and vision coverage
• Up to $25K reimbursement for fertility, adoption, and parental planning services
• Flexible PTO policy
• Monthly wellness stipend

At Checkr, we believe an in office work environment strengthens collaboration, drives innovation, and encourages connection. Our hub locations are Denver, CO; San Francisco, CA; Nashville, TN; and Santiago, Chile. Individuals are expected to work from the office 3+ days a week. In-office perks are provided, such as lunch five times a week, a commuter stipend, and an abundance of snacks and beverages. A relocation stipend may be available for those willing to relocate to a Checkr hub location.

Equal Employment Opportunities at Checkr
Checkr is committed to building the best product and company, which requires hiring talented and qualified individuals with a diverse set of perspectives and lived experiences. Checkr believes in hiring people of all backgrounds, including those whose histories are impacted by the justice system in accordance with local, state, and/or federal laws, including the San Francisco’s Fair Chance Ordinance .

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