Senior FP&A Analyst: Fintech Growth & Forecasting

Doist; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Competitive pay

Medical benefits

Dental benefits

Vision benefits

401k matching

Flexible vacation

Team environment

Job summary

Lead Bank in New York City is seeking an FP&A Senior Analyst to support budgeting, forecasting, and strategic planning in a fast-growing fintech bank.

You will develop and maintain financial models, perform variance analysis, ensure data quality, and prepare reports for executive stakeholders. You will collaborate with cross-functional teams to drive cash flow planning and profitability analytics, with emphasis on clarity and actionable insights.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 4–6 years of FP&A experience, preferably in Banking or Fintech.
• Experience building and maintaining financial models.
• Skilled at analyzing financial data to identify trends, patterns, and key insights.
• Proficient in Excel; knowledge of FP&A software like Vena; AI tools a plus.

Responsibilities

• Develop and maintain financial models for strategic planning, budgeting, forecasting, and scenario planning.
• Perform variance analysis to identify financial discrepancies and provide insights.
• Ensure data accuracy and completeness through data cleansing and quality assurance procedures.
• Build and prepare reports to communicate financial findings and recommendations to stakeholders.
• Collaborate with cross-functional teams to gather data and support financial planning initiatives.
• Build and improve cashflow planning processes and analytics.
• Support the development of cost allocations and profitability analytics.
• Clearly communicate financial data and analysis to stakeholders.
• Document financial models and assumptions to ensure transparency and maintain institutional knowledge.

Skills

Financial analysis

Variance analysis

Data interpretation

Independent work

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Microsoft Excel

Vena FP&A

AI software tools

Job description

Lead Bank in New York City is seeking an FP&A Senior Analyst to support budgeting, forecasting, and strategic planning in a fast-growing fintech bank.

You will develop and maintain financial models, perform variance analysis, ensure data quality, and prepare reports for executive stakeholders. You will collaborate with cross-functional teams to drive cash flow planning and profitability analytics, with emphasis on clarity and actionable insights.