Senior Financial Planning and Analysis Analyst

Rippling; United States; Remote; USD 75,000 - 120,000; Full time

Job summary

Rippling is looking for a Senior Financial Planning and Analysis Analyst to join its finance team. This impactful role involves budgeting, forecasting, and reporting, with responsibilities spanning cross-functionally across the organization to enhance financial visibility and support strategic initiatives.

Benefits

Health insurance

Dental insurance

Vision insurance

Professional development opportunities

Career growth opportunities

Qualifications

• 4+ years of experience in financial planning and analysis or a related finance role.
• Strong analytical and problem-solving skills.
• Prior experience working in a high-growth software company.

Responsibilities

• Assist in the development and management of the annual budgeting process.
• Prepare and present regular financial reports to business unit leaders.
• Provide analytical support for special projects and strategic initiatives.

Skills

Detail oriented

Financial modeling

Data analysis

Reporting

Analytical skills

Problem-solving

Communication

Education

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

Master's degree or CFA/CPA

Tools

Excel

Financial modeling tools

Data visualization tools

Job description

Senior Financial Planning and Analysis Analyst

About Portside, Inc.

Portside is the premier SaaS platform for the global business aviation industry, bridging the gap between management companies, aircraft owners, and corporate flight departments. Our cloud-based solution is uniquely designed to enable seamless data exchange, detailed reporting, and powerful analytics.

Following a $55M strategic growth investment in May 2024, we’re expanding rapidly. and searching for talented professionals who are hungry for success, highly focused, and ready to face the challenges of scaling our innovative company.

Job Summary

We are seeking to hire a Financial Planning and Analysis (FP&A) Analyst to join our finance team. This is a high-impact role that will work cross-functionally throughout the organization to improve reporting visibility for the company’s business unit leaders and executive leadership team. This person will be responsible for budgeting, forecasting, and monthly BvA reporting and analysis.

Key Responsibilities

Budgeting and Forecasting:

• Assist in the development and management of the annual budgeting process and quarterly reforecast process.
• Collaborate with department heads to create and maintain departmental budgets.
• Analyze budget variances and provide explanations and recommendations.

Management Reporting:

• Work with the company’s accounting team to prepare monthly variance analysis and EBITDA adjustments.
• Prepare and present regular financial reports to business unit leaders and the executive leadership team.
• Provide commentary on financial results, highlighting key SaaS metric indicators, BvA, etc.

Board, Investor, & Bank Reporting:

• Assist with the preparation of financial materials for quarterly board meetings.
• Assist in quarterly investor reporting packages
• Provide monthly financials and SaaS KPIs to Portside’s lender

Provide analytical support for special projects and strategic initiatives as needed

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CFA/CPA a plus)
• 4+ years of experience in financial planning and analysis or a related finance role
• Hyper-detail oriented
• Proficiency in financial modeling, data analysis, and reporting
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Prior experience working in a high-growth software company
• Proficiency in Excel, financial modeling and data visualization tools

What We Offer

• Health, dental, and vision insurance.
• Opportunities for professional development and career growth.