FP&A Analyst - Budgeting & Forecasting

Groq•San Francisco, CA

25d•Remote

About The Position

We're seeking an experienced FP&A Analyst who will be responsible for supporting the company’s financial planning and analysis efforts, with a strong focus on budgeting and transactional matters. You will work closely with various departments to create and maintain budgeting templates and ensure that financial data is accurate and accessible. This role will primarily utilize Google Sheets and Excel for financial modeling, budgeting, and reporting. The successful candidate will have a strong background in financial planning and analysis, excellent analytical and problem-solving skills, and the ability to communicate complex financial information to non-financial stakeholders.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field
Strong understanding of financial concepts, including GAAP and financial modeling
3+ years of experience in financial planning and analysis, preferably in a fast-paced and dynamic environment
Advanced proficiency in Excel and Google Sheets, including experience with complex formulas and data visualization
Ability to work in a fast-paced environment and meet deadlines.
High attention to detail and strong organizational skills.
Experience with financial modeling techniques, such as 3 statement modeling, FCF forecasting, and scenario planning
Knowledge of financial planning and analysis best practices, including financial reporting, budgeting, fundraising, and forecasting
Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders
Strong attention to detail and ability to work accurately and efficiently
Ability to work in a fast-paced environment and prioritize multiple projects and deadlines
High attention to detail and strong organizational skills
Strong analytical and problem-solving skills, with the ability to work with complex financial data

Nice To Haves

MBA or advanced degree in Finance, Accounting, or a related field
Experience working at or with technology companies, specifically within the Hardware or Artificial Intelligence industries
Experience working in a startup environment & scaling teams
Technical accounting background, including experience with financial reporting, accounting standards, and regulatory requirements (e.g. GAAP, IFRS, SOX)
Certification in financial planning and analysis, such as CFA or CPA

Responsibilities

Develop, maintain, and analyze annual budgets and periodic forecasts to align with business objectives
Project budgeting and forecasting, including integration into spend management platforms & ERPs
Collaborate with department leaders to understand financial needs and priorities, ensuring accurate budget allocations
Monitor budget performance and provide variance analyses to identify areas for improvement
Perform monthly flux analysis, or ‘budget vs. actuals’ to align on how the business is performing against our budget & create new rolling forecasts to account for changes in business strategy
Support the preparation and review of financial transactions, ensuring compliance with accounting standards and internal policies
Experience using ZIP to ensure business compliance within a set budget by project type
Analyze and resolve transactional discrepancies, working closely with the accounting team to ensure accurate financial records
Perform detailed financial analysis to identify trends, risks, and opportunities for cost savings
Develop and maintain financial models, dashboards, and reports to track key financial metrics and KPIs
Weekly cash modeling, understanding key cost drivers of the business
Partner with sales, marketing, operations, and other teams to provide financial insights and support business decisions
Develop and maintain relationships with stakeholders to understand business needs and provide tailored financial guidance
Prepare financial reports and statements for external stakeholders, including investors, auditors, and regulatory bodies
Ensure compliance with financial regulations and standards in all external reporting
Support the month-end and year-end closing processes
Identify areas for process improvements in budgeting, forecasting, and transactional workflows
Implement efficiencies to enhance the overall financial planning and analysis function
Support special projects and analyses as needed, providing financial expertise to drive business outcomes