Senior Corporate Financial Planning & Strategy Analyst

Responsibilities

• Prepare reporting and analyses for management and the Board of Directors, including annual and quarterly financial reviews, Board materials, investor reporting, and weekly and monthly business reviews.
• Improve, automate, and scale forecasting and reporting tools, processes, and methodologies.
• Become a power user of Adaptive Planning and identify opportunities to automate financial planning processes.
• Partner with Finance, Accounting, IT, Corporate Development, People/HR, and other teams.
• Integrate AI into financial processes to uncover business insights, improve forecast accuracy, identify emerging trends, and drive automation.
• Provide data-driven ad hoc analyses and prepare strategic materials for management meetings, summarizing findings, risks, opportunities, and recommendations.
• Support M&A analysis, including financial modeling and due diligence.
• Own balance sheet and cash flow forecasting and partner with Finance to optimize working capital.
• Lead strategic financial planning and forecasting across departments, including quarterly planning, annual operating planning, and long-range planning.

Requirements

• 4+ years of progressive Finance experience in a fast-paced, high-growth environment, including Strategic Finance, FP&A, investment banking, or consulting.
• Superior analytical and problem-solving skills, including experience building three-statement financial models.
• Understanding of, or willingness to become a power user of, financial planning systems such as Adaptive Planning and Oracle.
• Ability to manage and manipulate large data sets, critically analyze processes, and identify process-improvement opportunities.
• Ability to distill complex issues into structured frameworks and concrete action plans.
• Strong attention to detail, sense of urgency, and prioritization skills.
• Excellent presentation and writing skills, with the ability to communicate messages linking business issues, financial results, and strategy at the executive level.
• Strong ownership, resilience, bias for action, and ability to work through ambiguity.

Compensation and Benefits

• On-target earnings or base salary: $128,000–$150,000 USD for San Francisco, CA.
• Competitive cash and equity compensation.
• Learning and development allowance.
• 100% medical, dental, and vision coverage.
• Up to $25,000 reimbursement for fertility, adoption, and parental planning services.
• Flexible paid time off.
• Monthly wellness stipend.
• In-office perks include meals, a commuter stipend, snacks, and beverages.
• Relocation stipend may be available for relocation to a Checkr hub location.