Senior Financial Analyst, FP&A

About the role

Reporting to the Sr. FP&A Manager, this critical role will partner with functional leaders across the company to own expense budgeting, forecasting, and strategic planning activities. You will play a crucial role in providing accurate and insightful analyses, supporting strategic decision-making processes, and optimizing financial performance. We are looking for an individual who thrives in fast-paced environments and is passionate about financial modeling, building a business, and driving continuous improvement.

What you'll do

• Financial Modeling: Own the mechanics and accuracy of the company’s three-statement financial model with a primary focus on expenses.
• Model Integrity: Responsible for the models’ core assumptions, quality, accuracy, and timeliness to ensure reliable forecasting.
• Budgeting & Planning: Drive the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.
• Key Metric Reporting: Monitor and communicate key performance indicators to executives across the company.
• Systems & Implementation: Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability.
• Insights & Recommendations: Provide data-driven recommendations to drive growth and efficiency while identifying potential risks and opportunities.
• Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable plans.
• Process Automation: Take a proactive approach to enhance processes across FP&A, accounting, and business operations.
• Scalable Reporting: Partner with business operations to automate analyses and forecasts in BI tools (e.g., Tableau, Looker) to enable real-time reporting for leaders.

What you bring

• Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline
• 3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company.
• Ability to work 100% remotely.
• Extensive financial modeling experience.
• Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.
• Display a high level of curiosity and desire to understand the business at a deep level.
• Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.

Socure is an equal opportunity employer that values diversity in all its forms within our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you need an accommodation during any stage of the application or hiring process—including interview or onboarding support—please reach out to your Socure recruiting partner directly.…