Strategy and Planning analyst (FP&A)

RiskSpan

9d•Onsite

About The Position

RiskSpan is seeking a Strategy & Planning Analyst to support financial planning, performance analysis, and strategic decision-making across the business. This role sits at the intersection of FP&A, strategy, and accounting-informed analysis, partnering closely with finance and business leaders to translate financial results and operating data into insights and plans. This is an ideal role for a high-potential analyst (pre-MBA or post-MBA) with strong analytical skills and a solid understanding of accounting fundamentals, who wants exposure to how financial statements, business economics, and strategy come together in a growing analytics-driven company. The role is well-suited for candidates with backgrounds in FP&A, consulting, analytics, or corporate finance who are comfortable working with financial statements and accounting concepts, but are more interested in analysis, planning, and strategy than transactional accounting. While this is not a staff accountant or close-focused role, the position will contribute to the monthly close process. The role does not perform transactional accounting or own the close, but it does require the ability to interpret accounting results, partner effectively with accounting, and incorporate accounting realities into forecasts and strategic analysis.

Requirements

Strong analytical and quantitative skills
Solid understanding of accounting fundamentals, including:
Income statement, balance sheet, and cash flow relationships
Accrual accounting concepts
Revenue and expense timing
Advanced Excel skills (financial modeling, scenario analysis, structured datasets)
Ability to communicate clearly and concisely about financial results
Intellectual curiosity and comfort operating in ambiguity

Nice To Haves

2+ years of experience in FP&A, consulting, corporate finance, analytics, or related roles
Strong undergraduate finance or accounting background
Exposure to SaaS, analytics, or professional services business models
Experience with BI tools or SQL/Python is a plus
Prior interaction with accounting or audit teams

Responsibilities

Support annual budgeting, reforecasting, and long-range planning processes
Build and maintain financial models related to revenue, cost structure, and profitability
Analyze variances vs. plan, forecast, and prior periods; identify key drivers
Partner with accounting to understand actual results and ensure analytical consistency with financial statements
Use income statement, balance sheet, and cash flow data to inform analysis and forecasts
Understand revenue recognition, cost capitalization vs. expensing, and timing differences that affect results
Identify and explain differences between operational performance and reported financial outcomes
Help ensure forecasts and models align with accounting reality
Conduct ad-hoc analysis to support pricing, resourcing, investment decisions, and growth initiatives
Assist in evaluating new products, services, or business opportunities
Support scenario modeling and sensitivity analysis for key assumptions
Work with cross-functional leaders to understand operational and economic drivers
Prepare management reporting and analysis for senior leadership
Build and manage monthly KPI reporting
Help develop clear narratives around performance, trends, and risks
Support board- and investor-level materials as needed
Help improve FP&A models, documentation, and analytical frameworks
Identify opportunities to streamline or automate reporting and analysis
Work with finance systems and data sources to ensure accuracy and usability

Benefits

Opportunity to work directly with senior leadership
Exposure to real strategic and financial decision-making
Ability to help build and shape FP&A and planning processes as the company evolves
Smart, collaborative environment with meaningful responsibility early

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