Financial Planning and Analysis Lead

Agility Robotics • Salem, OR

1d • Hybrid

About The Position

Agility Robotics is seeking a qualified Financial Planning and Analysis Lead to join their growing finance team. This role will provide overall financial support and guidance, working closely with department leads to formulate and refine business strategy and financial projections. The position is crucial for maintaining the company's financial outlook through precision and proactive measures. The Financial Planning and Analysis Lead will be responsible for developing insightful analyses to support timely and effective decision-making, collaborating with senior management and department leads on long-term business plans and annual budgets, and refining quarterly financial projections. This role requires intense attention to detail and a desire to solve complex business issues.

Requirements

• Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management
• 5+ years related financial or business analysis experience
• Excellent analysis skills and experience with executive presentations
• Thorough knowledge and experience in Microsoft Office and Google Suite, including expertise in Excel & Google Sheets
• Strong business acumen and exceptional analytical skills to recognize emerging trends in financial data
• Ability to translate and communicate complex financial information to a broad and diverse audience
• Demonstrable experience in leadership, multitasking, and time management
• Possesses excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders
• Applicants must have current authorization to work in the United States.

Responsibilities

• Collaborate with business leaders to build annual bottoms-up departmental and organizational budgets.
• Be a resource for resolving issues and provide training and guidance as needed.
• Develop comprehensive reporting of assumptions, financial statements, and operational metrics derived from the budget process for internal and external stakeholders.
• Prepare monthly actual to operating budget variances and examine with departmental leaders to determine whether operational changes are required.
• Lead headcount modeling & track financial impact on headcount changes.
• Generate cash forecasts with visibility into future liquidity needs.
• Lead the quarterly re-forecasting process and provide analysis of actual and forecasted variances from original budget.
• Lead and deliver on Digital Finance transformation by identifying areas for technology adoption and streamlining.
• Perform ad hoc analysis where required to assist in management decision making.
• Engage with management to identify and track key performance indicators (KPI’s) and bridge analysis to financial performance.
• Deliver innovative tools to gather data and construct formats for leadership review and discussion.
• Employ data analysis techniques to identify risks and suggest mitigating strategies.
• Drive business case preparation and financial return modeling for investment of enterprise resources.
• Simplify, standardize, and automate analyses for real-time consumption across a broad audience.
• Partner with the People Operations team to ensure that confidential headcount information is reconciled monthly and changes are properly reflected in actual and forecasted financial results.
• Support the Accounting team in the design, documentation, and maintenance of internal control processes.
• Assist in the preparation of financial reports for external parties of interest.
• Assist in the preparation for year-end audits.
• Performs other duties and special projects as assigned.

Benefits

• 401(k) Plan with a 6% company match
• Company stock options
• 100% company-paid medical, dental, vision, and short/long-term disability insurance for employees
• Eligible for benefits on your first day of employment
• Employee Assistance Program (EAP)
• Flexible, unlimited PTO and 10 company holidays, including a winter shutdown (for Exempt Employees)
• 10 vacation days, paid sick leave, and 10 company holidays, including a winter shutdown, annually (for Non-Exempt Employees)
• Catered lunches four times a week and a variety of healthy snacks and refreshments at our Salem and Pittsburgh locations
• Generous paid parental leave programs
• Professional development and tuition reimbursement programs
• Relocation Assistance (Provided for eligible roles)
• Annual Discretionary Bonus (Provided for eligible roles)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior