Analyst - Financial Planning and Analysis

Shift Technology

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Finance, Accounting, Business Analytics, Economics, or Business.
  • 2-3 years of FP&A experience in a SaaS or subscription-based tech company.
  • Proficient in Microsoft Excel and Google Sheets; skilled in using formulas, pivot tables, and lookups.
  • Detail-oriented with a strong commitment to financial accuracy and data privacy.
  • Growth-minded self-starter with a proactive attitude and ownership mentality.

Responsibilities

  • Support the CFO and Head of FP&A in financial analysis and reporting.
  • Maintain and enhance financial models and dashboards for leadership insights.
  • Organize and analyze large datasets using Excel and Google Sheets.
  • Explore AI tools to improve financial reporting efficiency.
  • Assist with core FP&A tasks as needed across the finance function.
  • Prepare executive-ready presentations and reports in Google Slides and Docs.
  • Drive process improvements to streamline finance and operations tasks.

Benefits

  • Flexible remote and hybrid working options.
  • Competitive salary with a performance-based variable component.
  • Learning and development opportunities, including Focus Fridays.
  • Generous PTO and paid holidays.
  • Mental health benefits.
  • 2 Make A Difference Days for paid volunteering.
Full Job Description
We're looking for an FP&A Analyst to join the finance team of a growing SaaS scale-up. Reporting to the Head of Financial Planning and Analysis and working closely with the CFO, you'll get hands-on exposure to the financial operations of a company moving into its next stage of growth. You'll work alongside senior leadership on real finance projects, building the skills to see how financial planning, reporting, and analysis directly shape decision-making in a business that's scaling fast. This role is based in the Boston area, and is hybrid to work directly with the CEO and CFO, who are both based there. What Your Impact Looks Like At Shift, we value ownership from day one. In this role, you will: • Support the CFO and Head of FP&A on financial analysis, reporting, and ad hoc projects that directly inform business decisions. • Maintain and improve financial models, dashboards, and internal reports, keeping leadership's view of the business accurate and current. • Organize, clean, and analyze large or imperfect datasets in Excel and Google Sheets, using formulas, pivot tables, and lookups to turn raw numbers into usable insight. • Explore how AI tools can complement traditional analysis, testing new approaches to sharpen and speed up financial reporting. • Assist with core FP&A and accounting tasks as needs arise across the finance function. • Prepare clear, executive-ready presentations and reports in Google Slides and Google Docs. • Contribute to process improvements across finance, accounting, and operations, simplifying recurring workflows where you spot the opportunity. • Conduct research and benchmarking to support strategic and operational decisions. What You'll Need to Succeed We are looking for a Shifter who is... • Holds an undergraduate degree in Finance, Accounting, Business Analytics, Economics, or Business. • Brings 2-3 years of experience in a similar role within a SaaS or subscription-based technology company. • Highly proficient in Microsoft Excel and Google Sheets, comfortable with formulas, pivot tables, and lookups to organize large datasets, and curious about how AI can complement traditional analysis tools. • Detail-oriented and analytical, committed to accuracy in financial reporting and metrics while keeping sensitive data private and secure. • Growth-minded and a self-starter: curious, resourceful, and willing to take ownership without waiting to be asked. • Collaborative, eager to contribute to the team, ask thoughtful questions, and share knowledge with colleagues across the globe. • Adaptable and impact-driven, comfortable diving into large or imperfect datasets to uncover actionable insight without waiting for perfect direction. • Based in or near Boston and excited to be part of our in-person workplace community, with a genuine interest in SaaS, technology, startups, scale-ups, or subscription business models. Interview Process: • Recruiter Interview • Hiring Manager Interview + Excel Exercise • Finance Teammate Interview • CFO Interview At least 1 interview will be conducted in person. To support our permanent, full time employees at every stage of their careers and lives, we provide a competitive total rewards and benefits package. Here are the global benefits we'd like to highlight: • Flexible remote and hybrid working options • Competitive Salary and a variable component tied to personal and company performance • Multiple Learning and Development opportunities, including Focus Fridays, a half-day each month to focus on learning and personal growth • Generous PTO and paid holidays • Mental health benefits • 2 MAD Days per year (Make A Difference Days for paid volunteering) Additional benefits may be offered by country, based on your eligibility - ask your recruiter for more information. Intern and Apprentice positions may receive some of these benefits - ask your recruiter for more details.

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