Financial Planning & Analysis Lead

Financial Planning & Analysis Lead focuses on conduct deep-dive variance analysis (actual vs. forecast vs. budget) and trend analyses to provide leadership with actionable insights into margin fluctuations and opex spending.

What the role involves

• Conduct deep-dive variance analysis (Actual vs. Forecast vs. Budget) and trend analyses to provide leadership with actionable insights into margin fluctuations and OpEx spending.
• Develop scenario and sensitivity analyses to stress-test assumptions around growth, client concentration, margin, and hiring.
• Assisting in producing the financial narrative and supporting materials for board meetings, investor updates, and leadership reviews.
• Assisting with the fiscal year planning and own the long-range models.
• Technology-forward: genuine enthusiasm for AI, automation, and modern finance tooling, with a track record of reducing manual work and improving output quality.

Skills and requirements

• 3+ years of experience in FP&A, corporate finance, or strategic finance experience, ideally in a SaaS, or tech-enabled services company.
• Google Sheets skills. Experience with business intelligence software is a plus.
• Advanced financial modeling skills and experience building integrated three-statement models.

Confirmed role details

• Prepare executive-ready reporting packages (P&L, Balance Sheet, and Cash Flow) that highlight key performance drivers and risks to the annual plan.
• Market competitive salary.
• Personal development and growth opportunities.
• Serve a mission that truly matters.

Additional role context

• People-Centric: We care deeply about our team’s growth, well-being, and sense of belonging.
• Factory is looking for a Financial Planning & Analysis Lead who enjoys moving between modelling and serving as the embedded finance business partner for our Operations and Technolo.
• Strong three-statement modeling skills and a track record of owning a consolidated forecast or a meaningful slice of one.