Senior FP&A Analyst (Remote)

Since 2003, the firm has grown through acquisitions of independent advisory practices. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Founded in 2003, we now have 1,600 employees. Quarter-end is busy, and everyone helps with client review prep.

The role:

We are backfilling a position after an internal move. Clarke Wealth Partners runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units. Joining the FP&A team in New Delhi, reporting to the FP&A Manager. Our team is spread across 11 countries. Headquarters is in Montreal. This is a full-time remote role. We use an employer of record in India, so you get a proper employment contract, not a freelance agreement. Expect to work a schedule that overlaps with US Eastern business hours until about noon ET. We use Slack, Notion and Google Meet. Cameras on for team calls.

In this role you will:

• Support board deck preparation with charts and commentary
• Build and maintain the annual budget and quarterly forecast models
• Answer ad hoc questions from the CFO with quick-turn analysis
• Reconcile forecast data with accounting after close
• Track headcount and payroll costs against plan
• Prepare monthly variance analysis against budget and prior year

Minimum qualifications:

• 7+ years of FP&A, corporate finance or public accounting experience
• Clear written commentary for monthly reporting
• Experience building budgets and forecasts
• Bachelor's degree in finance, accounting or economics
• Strong attention to detail in large models
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Familiar with an ERP such as NetSuite, SAP or Oracle

Preferred qualifications:

• SQL for pulling your own data
• Manufacturing cost analysis
• SaaS metrics experience (ARR, churn, LTV)

What we offer:

• Flexible hours
• Performance bonus
• Annual learning budget
• Wellness allowance
• Annual salary review

Please submit your CV in English.

We look at every application, usually within a week.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Clarke Wealth Partners.