FP&A Analyst, Commercial Finance

Institutional clients include pension funds, endowments and insurance companies. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

Job summary:

Yewgate is hiring an FP&A Analyst, Commercial Finance to work remotely from the US. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Remote, open to candidates across the US.

Responsibilities:

• Improve forecasting processes and cut manual steps out of the model
• Prepare monthly variance analysis against budget and prior year
• Model pricing changes, capital projects and new business cases
• Develop dashboards in Power BI or Tableau for leadership
• Update KPIs such as gross margin, CAC and revenue per employee
• Reconcile forecast data with accounting after close
• Partner with department heads to understand spending and headcount plans

Qualifications:

• 3+ years of FP&A, corporate finance or public accounting experience
• Working knowledge of accounting and how the three statements connect
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Strong attention to detail in large models
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Experience building budgets and forecasts

Preferred:

• Manufacturing cost analysis
• SQL for pulling your own data
• Adaptive Planning, Anaplan or Planful experience
• SaaS metrics experience (ARR, churn, LTV)

Pay: $89,000 - $111,000 a year

Perks and benefits:

• Health, dental and vision coverage starting on day one
• 401(k) with company match
• 11 paid holidays

Yewgate provides equal employment opportunities to all employees and applicants.

Agencies: please do not contact us about this role.

New hires usually start two to three weeks after accepting an offer.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Yewgate Inc..