Financial Analyst - FP&A & AI Analytics

FYIsoft, Inc.

$130K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance is essential.
  • MBA required for advanced analytical skills.
  • 5+ years in financial analysis or FP&A roles is mandatory.
  • Strong grasp of budgeting, forecasting, and financial performance analysis.
  • Experience with financial reporting or ERP software platforms is critical.
  • Excellent presentation and communication skills are a must.
  • Ability to engage with senior executives effectively.

Responsibilities

  • Support enhancements and use cases for the AI Analytics platform.
  • Assist clients with financial analytics and reporting solutions.
  • Develop and refine models for budgeting and forecasting.
  • Collaborate with sales and product teams to create software demos.
  • Analyze workflows and suggest improvements using AI-driven insights.
  • Translate finance needs into actionable product feedback.
  • Present financial insights to clients and executive stakeholders.

Benefits

  • Entrepreneurial and collaborative working environment.
  • Opportunity to influence product innovation directly.
  • 401(k) with company participation for retirement savings.
  • Comprehensive health, dental, life, and disability coverage.
  • Vision discount plan for eye care benefits.
  • Generous paid holidays and vacation time.
Full Job Description
FYIsoft is seeking a tech-savvy Financial Analyst to support and enhance our next-generation FP&A and AI Analytics solutions. This role will work closely with our AI-powered financial analyst platform, Telli, helping shape innovative capabilities for financial reporting, budgeting, forecasting, and analytics.

This is an ideal opportunity for a finance professional who combines strong analytical expertise with an interest in emerging AI technologies and enterprise software solutions.

The position offers significant career growth opportunities across multiple areas of the organization, including:

  • Pre-Sales / Solution Engineering
  • FP&A Software Consulting & Implementations
  • Business Analysis & Product Strategy
  • Product Marketing & Competitive Research

Responsibilities

  • Support ongoing enhancements and use cases for FYIsoft's AI Analytics platform
  • Assist customers with financial analytics and reporting solutions
  • Develop and refine budgeting, planning, and forecasting models
  • Partner with Sales and Product teams to build customized software demonstrations and proof-of-concept models
  • Analyze financial workflows and recommend process improvements using AI-driven analytics
  • Translate finance and reporting requirements into functional product feedback and enhancements
  • Present solutions and financial insights to prospective customers and executive stakeholders

Qualifications

  • Bachelor's degree in finance
  • MBA required
  • 5+ years of experience in financial analysis, FP&A, investment research, corporate finance, or related roles
  • Strong understanding of financial statements, budgeting, forecasting, and performance analysis
  • Experience working with financial reporting, analytics, or ERP software platforms
  • Excellent presentation and communication skills
  • Ability to work directly with senior executives and finance leaders
  • Strong organizational skills with the ability to manage multiple priorities and deadlines
  • Self-starter with strong analytical and problem-solving abilities
  • Previous software, SaaS, or fintech industry experience is a plus

What We Offer

FYIsoft provides an entrepreneurial, collaborative environment where employees have the opportunity to directly influence product innovation and client success.

Benefits include:

  • Competitive compensation
  • Bonus and stock option potential
  • 401(k) with company participation
  • Health, dental, life, and disability insurance
  • Vision discount plan
  • Paid holidays and paid time off

Salary Range: $130,000 - $150,000 annually, commensurate with experience.

Only candidates selected for further consideration will be contacted. Employment offers are contingent upon successful completion of a background check.

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