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SocureSocureNew York, NY

Senior Financial Analyst, FP&A

Own expense budgeting, forecasting, and strategic financial planning. Build and maintain three-statement models, drive annual budgeting, and deliver data-driven insights to executives at a high-growth tech company.

125k – 145k
Hybrid3+ YOEFinance & Accounting

About the role

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

Skills

Financial ModelingThree-Statement Financial ModelBudgetingForecastingFP&AExcelTableauLookerData AnalysisBI Tools

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