Senior Financial Analyst - Corporate FP&A

Embedded Shishya; United States; Remote; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Parental leave

Job summary

Human Interest is a high-growth fintech company on a mission to provide retirement benefits to working Americans. We seek a Senior Financial Analyst to support Corporate FP&A, build scenario models, and partner with leadership to improve forecasting and reporting.

You will develop forecasting processes, provide actionable insights for capital allocation, and help standardize FP&A across the org while collaborating with cross-functional teams and preparing materials for Board and investors.

Qualifications

• 3+ years of FP&A experience in a high-growth software company and/or investment banking.
• Deep understanding of SaaS business models and key SaaS metrics (ARR, Churn, LTV, CAC).
• Advanced proficiency in Excel; familiarity with Netsuite, Pigment; ERP systems like NetSuite/Workday/Anaplan.
• Ability to analyze data, balance multiple priorities, and communicate insights clearly.

Responsibilities

• Develop and implement world-class financial reporting, forecasting, long-range planning, and scenario modeling.
• Provide ad hoc financial analysis to senior leadership and support budget decisions and capital allocation.
• Identify and streamline processes; drive standardization and scalable FP&A solutions.
• Develop and track KPIs to measure performance against strategic objectives.
• Collaborate with cross-functional teams to improve FP&A systems and operational efficiency.
• Prepare materials for Board meetings, investors, and internal reporting.

Skills

FP&A experience

SaaS metrics analysis

Excel

Netsuite

Pigment

ERP knowledge

Workday

Anaplan

Communication

Tools

Netsuite

Pigment

Excel

Google Sheets

Workday

Anaplan

Job description

United States, Remote

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.

About the role

This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high growth business helping Americans save for their future. We are seeking a highly motivated Senior Financial Analyst to support the Corporate FP&A team. Reporting to the Head of Corporate FP&A, this role will be a critical player supporting cross-functional initiatives, building financial models for scenario analysis, and collaborating with all levels within the organization to improve our forecasting accuracy and financial reporting.

What you get to do every day

• Develop and implement world class financial reporting and forecasting processes, encompassing long-range planning and scenario modeling
• Collaborate with senior leadership and their teams to provide ad hoc financial analysis and budgetary support. Deliver actionable insights to inform key decisions and align capital allocation with strategic company initiatives
• Identify and streamline processes, drive standardization, and build scalable solutions on the “way we do things” to support our next phase of elevated growth and scale
• Develop and track key performance indicators (KPIs) to effectively measure financial performance against strategic objectives. Help us understand where we have room for improvement across the P&L
• Partner with cross-functional teams to continuously improve our FP&A systems to enhance operational efficiency while making the system easy to use
• Prepare materials for Board of Directors meetings, investors, and internal reporting

What you bring to the role

• Self-starter, challenging the status quo, and provide recommendations
• 3+ years of relevant experience in FP&A at high-growth software company and/or investment banking
• Deep understanding of SaaS business models and a proven ability to analyze key SaaS metrics (e.g., ARR, Churn, LTV, CAC)
• Advanced proficiency in Excel, Google Sheets and financial systems (ideally Netsuite and Pigment)
• Working knowledge of ERP systems such as Netsuite, Workday, Anaplan. Expertise in Pigment a plus!
• Demonstrated agility in learning and ability to balance multiple priorities in a fast-paced environment
• Interest in AI-forward finance workflows — this team is actively building in that direction
• Excellent communication skills - ability to collaborate across functions and levels throughout the company, as well as with external partners

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession: We’re all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We’re not just playing for today; we’re building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We’re constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation

At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $110,000 - $140,000and represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [e-mail].

Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Human Interest’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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