Senior Financial Analyst - Corporate FP&A

Precisely US Jobs
Remote

About The Position

Precisely is the leader in data integrity, empowering businesses to make more confident decisions based on trusted data through a unique combination of software, data enrichment products, and strategic services. This role focuses on taking ownership of key FP&A processes, ensuring operational plans align with financial goals, and creating transparency for decision-making. The Senior Financial Analyst will play a key role in developing and maintaining reporting, analytics, and modeling to provide valuable insights. This position offers deep, hands-on operating experience at a venture-backed software firm with unique exposure to the CFO and senior executives. Precisely is an AI-first organization, and employees are expected to demonstrate proficiency in applying AI tools to accelerate work, improve output quality, and eliminate low-value tasks. Candidates should be comfortable using generative AI tools (e.g., Microsoft Copilot, ChatGPT) in their day-to-day workflows, able to evaluate AI-generated outputs critically, and open to continuously adopting new AI capabilities. This position is 100% remote anywhere in the US.

Requirements

  • Undergraduate or graduate degree in Business, Finance, or Accounting (equivalent work experience will be accepted in place of the education requirement).
  • Minimum 3 years of relevant FP&A experience, including financial modeling, forecasting, and reporting is required.
  • Advanced Microsoft Excel (complex formulas and modeling techniques)
  • Experience with AI productivity tools (Claude, Microsoft Copilot).
  • Experience with AI productivity tools such as Claude and Microsoft Copilot required.
  • Examples leveraging AI productivity tools to automate, create, or enhance a process is preferred.

Nice To Haves

  • Demonstrated ability to develop long-range financial models or three-statement financial models.

Responsibilities

  • Partner with cross-functional groups on monthly financial reporting (GAAP Revenue, Annual Recurring Revenue), cash forecasting, and ad hoc financial analysis
  • Increase automation and efficiency of current processes through Excel improvements and AI productivity tools (Claude, Microsoft Copilot); drive the adoption of improved financial processes through teaming with multiple stakeholder groups
  • Participate in long-range planning process, including the creation and/or maintenance of Precisely's long-range model and supporting ad-hoc analyses to inform the model
  • Support the annual budget through cross-functional collaboration, ensuring the budget supports Precisely's financial and strategic goals
  • Ability to work closely with business partners and executives to provide insight and guidance; demonstrated ability to develop complex financial models, including long-range models or three-statement financial models; demonstrated ability to turn financial data into relevant insights that support sound decisions
  • Self-starter with a positive attitude; outstanding verbal and written communication skills; excellent problem-solving and analytical skills; attention to detail; demonstrated drive for continuous process improvement; ability to balance multiple responsibilities with competing deadlines
  • Support ad hoc projects and strategic initiatives
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