Financial Planning & Analysis (FP&A) Analyst

Company: Nclusion inc.
Location: Palo Alto
Posted on: March 25, 2025

Job Description:

About The CompanyNclusion is a US-based financial technology company with the mission of providing affordable financial services to those who are traditionally unbanked. We are a rapidly growing technology business working to change the future of banking in Haiti, the Dominican Republic, and developing countries around the world.What you'll doAs an FP&A Analyst at Nclusion, you will play a critical role in shaping financial strategy and business decision-making. You will be responsible for financial planning, forecasting, and data-driven insights to support our rapid growth. This role requires a combination of financial acumen, analytical thinking, and collaboration with cross-functional teams to enhance operational efficiency and drive strategic initiatives.Responsibilities

• Financial Analysis & Forecasting: Support budgeting, forecasting, and long-term planning processes to align with business objectives.
• Variance Analysis: Monitor and analyze financial performance against forecasts, identifying trends, risks, and opportunities.
• Data Modeling: Develop and maintain complex financial models to support business decision-making and investment strategies.
• Reporting & Presentations: Prepare financial reports, dashboards, and presentations for senior management and key stakeholders.
• Strategic Business Insights: Provide financial insights that influence company strategy and operational decisions.
• Cross-Functional Collaboration: Work closely with accounting, operations, and other departments to improve financial efficiency and alignment.
• Ad-Hoc Analysis: Conduct deep dives into business performance, identifying key drivers and recommendations for improvement.Minimum requirements
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 1-5 years of experience in FP&A, investment banking, consulting, or related financial roles.
  • Strong proficiency in Excel (financial modeling, scenario analysis, etc.).
  • Excellent analytical and problem-solving skills.
  • Ability to manage multiple projects and meet tight deadlines.Preferred qualifications
    • MBA, CFA, or CPA certification is a plus.
    • Experience in a high-growth startup or fintech environment.
    • Knowledge of SQL, Power BI, or Tableau for data analysis.
    • Strong communication and presentation skills to convey financial insights effectively.
    • Experience collaborating with cross-functional teams to drive financial efficiencies.$100,000 - $140,000 a yearIn our commitment to fostering a diverse and inclusive workplace, we value the unique perspectives and experiences each individual brings to our team. We encourage all candidates, regardless of background, to apply. Your skills, talents, and potential contributions matter deeply to us, and we believe in creating an environment where everyone has an opportunity to thrive. We recognize that meeting every listed requirement may not always be possible, but we value passion, determination, and a willingness to learn. Your application is an opportunity for us to discover the exceptional qualities you bring.
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Keywords: Nclusion inc., Palo Alto , Financial Planning & Analysis (FP&A) Analyst, Accounting, Auditing , Palo Alto, California