Senior Corporate Financial Planning & Strategy Analyst

CheckrSan Francisco, CA
$128,000 - $150,000Hybrid

About The Position

The Financial Planning & Strategy (FP&S) team at Checkr sits at the intersection of finance, strategy, and execution. We don't just report on the business, we shape it. We drive strategic decision-making through deep cross-functional partnership, financial and strategic analyses, and domain expertise. We proactively identify opportunities to fuel growth toward Checkr’s goals and deliver the highest impact outcomes. As a Senior Corporate Financial Planning & Strategy Analyst, you will play a critical role on the Financial Planning & Strategy (FP&S) team. The FP&S team is responsible for the financial decision-making across the organization. This role supports the corporate function in all activities related to managing the total company corporate model. The role supports a wide range of business processes and initiatives to maximize value and optimize company performance, including projects related to revenue, resource allocation, company-wide budgeting, long-term planning, scaling our systems, and setting performance benchmarks for the company. The ideal candidate is highly analytical and strategic, approaches problems in a structured manner, is comfortable with ambiguity, and can communicate clearly and effectively. This is a highly visible role which will work closely with Finance Leadership and cross-functional business partners.

Requirements

  • 4+ years of relevant progressive Finance experience in a fast-paced and high growth environment, including Strategic Finance, FP&A, investment banking, or consulting
  • Superior analytical and problem solving skills with experience building 3-statement financial models
  • Understanding of systems or willingness to be a power user in our financial planning systems (Adaptive Planning, Oracle).
  • Ability to manage and manipulate large data sets, critically analyze existing processes, and identify opportunities for process improvement
  • An ability to distill complex issues into structured frameworks and concrete action plans
  • Highly detailed individual with a sense of urgency and strong prioritization skills
  • Excellent presentation and writing skills and the ability to clearly communicate messages that link business issues, financial results, and strategy at the executive level
  • An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes.

Responsibilities

  • Prepare reporting and analyses for management and the BOD, including annual and quarterly financial reviews, BOD materials, investor reporting, and weekly and monthly business reviews
  • Support initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologies. Become a power user in our financial planning tool (Adaptive) and find opportunities to continuously improve and automate our processes.
  • Serve as a key liaison and partner to Finance, Accounting, IT, Corporate Development, People/HR, and other parts of the organization.
  • Integrate AI into existing financial processes to uncover deeper business insights, optimize forecast accuracy, proactively identify emerging trends, and drive automations.
  • Serve as the go-to financial partner for data-driven, ad-hoc analyses, and prepare strategic materials for key management meetings, summarizing findings, risks, opportunities, and recommendations
  • Support M&A analysis including financial modeling and due diligence
  • Own the Balance Sheet and Cash Flow forecasting, and partner with Finance on optimizing working capital.
  • Lead strategic financial planning and forecasting processes across different departments. This includes managing the process and calendar for quarterly, AOP and Long-Range Planning.

Benefits

  • Learning and development allowance
  • Competitive cash and equity compensation, and opportunity for advancement
  • 100% medical, dental, and vision coverage
  • Up to $25K reimbursement for fertility, adoption, and parental planning services
  • Flexible PTO policy
  • Monthly wellness stipend
  • lunch five times a week
  • a commuter stipend
  • an abundance of snacks and beverages
  • A relocation stipend may be available for those willing to relocate to a Checkr hub location.
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