Financial Planning & Analysis Analyst - Remote

Overview

We’re looking for a Financial Planning & Analysis (FP&A) Analyst to help us build the financial foundation that supports our growth. In this role, you’ll turn raw numbers into insights, improve financial visibility across the business, and help us understand performance at both the project and company levels.

In Short

• Build and maintain dashboards for revenue, costs, margins, cash flow, and utilization
• Analyze monthly performance and prepare summaries for leadership
• Track project budgets, profitability, and forecasted vs actual performance
• Identify trends, risks, or discrepancies in financial data and flag them proactively
• Support monthly, quarterly, and annual forecasting processes
• Maintain rolling projections for revenue, expenses, and staffing
• Model financial scenarios to support decision making
• Support invoicing, payment tracking, and revenue recognition
• Maintain accurate project and client data in Airtable and Asana
• Identify manual workflows and propose automation (formulas, scripts, Zapier)

Requirements

• Strong English communication and attention to detail
• Proficiency in Google Sheets / Excel (pivot tables, lookups, modeling)
• Experience with QuickBooks, Ramp, Airtable, or Asana
• Solid accounting or finance foundation (coursework or experience)
• Analytical mindset — can turn data into insights and clear recommendations
• Reliable, proactive, and comfortable working independently

Benefits

• FP&A or operational finance experience
• Experience supporting a design, marketing, or creative agency
• Bookkeeping or accounting certification
• Experience automating workflows or building financial models