Senior FP&A Analyst

Swift Navigation, Inc.
•$120,000 - $175,000

About The Position

Swift Navigation is seeking a Senior FP&A Analyst to drive annual budgeting, build forecasting models, track and analyze KPIs and metrics, and provide strategic insights as the business grows. The role develops, optimizes, and maintains FP&A datasets and reporting platforms, and delivers accurate, timely information to investors, board members, and internal stakeholders. The analyst guides executive financial decisions, identifies cost savings and inefficiencies, and develops a strong understanding of business drivers and SaaS metrics while building effective relationships across the company. The position covers monthly, quarterly, annual, and long-term financial planning; automated financial reporting; forecast and performance analysis; strategic and ad hoc analysis; and collaboration with Accounting on close and reporting processes. It also uses AI and data-driven methods to improve forecasting and automate finance workflows. Swift Navigation is based in San Francisco, and the role offers remote work opportunities.

Requirements

  • 5–7+ years of progressively responsible experience in FP&A, corporate finance, consulting, investment banking, or related fields, with demonstrated experience in analysis, forecasting, and modeling.
  • Undergraduate degree in Finance, Accounting, Economics, or a related field.
  • Advanced knowledge of Google Sheets and Excel, including arrays, Power Query, dynamic pivot tables, and external integration.
  • Ability to thrive in a fast-paced, dynamic environment while maintaining high standards of accuracy and precision and extreme attention to detail.
  • Creative, driven, organized, and self-motivated approach to work.
  • Ability to embrace ambiguity and break down complex problems into clear executive summaries with insights and recommendations.
  • Strong analytical skills and intellectual curiosity to understand drivers and outcomes.
  • Strong work ethic and ability and willingness to manage multiple project timelines and shift activities as priorities change.
  • Excellent written and verbal communication skills, with the ability to establish credibility, build consensus, and partner cross-functionally without direct authority.

Nice To Haves

  • Experience in technology, SaaS, and a high-growth mid-to-late-stage startup or public company.
  • MBA or equivalent graduate degree from a top-tier graduate or undergraduate university; demonstrated high academic achievement is a strong plus.
  • Basic SQL knowledge.
  • Advanced ability to use AI to integrate technology FP&A and accounting platforms—such as Drivetrain, Zenskar, Google Sheets/Excel, NetSuite, and Tipalti—into core finance workflows and deliver analyses, forecasts, models, and data visualization for board-level financial and strategic storytelling.

Responsibilities

  • Develop and manage monthly, quarterly, annual, and long-term financial planning, including creating and maintaining accurate, predictable financial models.
  • Develop and prepare automated monthly reporting packages with financial metrics, KPIs, ratios, charts, graphs, dashboards, and other data visualization tools.
  • Build an in-depth understanding of key business drivers and unit economics, particularly for SaaS businesses.
  • Conduct performance, forecast, and financial metric reviews with leadership, recommending actions to improve operating and capital efficiency and profitability.
  • Analyze actuals versus forecast, identify causes of variances, and highlight risks and opportunities for improvement.
  • Use AI and data-driven analysis to improve forecast accuracy and efficiency.
  • Coordinate with management at all levels to gather inputs and provide performance analysis and management reporting that highlights business risks, issues, and opportunities.
  • Serve as a subject matter expert and trusted partner for forecasting, strategic analysis, and ad hoc analysis and reporting.
  • Support management analyses of project profitability, pricing, and ROI for new product and program initiatives.
  • Collaborate with the Accounting Team to implement and support the monthly close and reporting process.
  • Use AI to create, iterate, and scale automated models that supplement or replace manual processes.

Benefits

  • Flexible work environment with remote work opportunities.
  • Flexible vacation.
  • Competitive salary and benefits packages.
  • Stock options.
  • Tech talks.
  • Mentorship programs.
  • Employee events.
  • Growth and learning opportunities in a technology environment, including working closely with an international team.
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