Senior Financial Analyst, FP&A Job at Worth AI, Orlando, FL

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  • Worth AI
  • Orlando, FL

Job Description

Worth AI, a leading computer AI software company, is looking for a skilled Senior Financial Analyst to join our team. The Senior Financial Analyst, FP&A will play a critical role and act as a strategic partner to the CFO and executive leadership. This individual will drive key financial planning, forecasting, and analytical initiatives that support company growth and operational decision-making.

The ideal candidate is a highly analytical, hands-on finance professional who thrives in a fast-paced, high-growth environment. This role requires the ability to translate complex financial and operational data into actionable insights while partnering cross-functionally with senior leaders across the organization.

Responsibilities & Objectives

  • Lead the development of the annual operating plan, monthly forecasts, and long-range financial planning processes
  • Prepare and deliver monthly financial reporting packages, including KPI dashboards, variance analysis, and executive-level summaries
  • Own and manage the weekly cash forecasting process, ensuring accurate liquidity planning and visibility for leadership
  • Drive monthly and bi-monthly forecasting cycles, identifying trends, risks, and opportunities and presenting insights to senior leadership
  • Reconcile client-level data cubes against recognized revenue, investigating and resolving variances
  • Serve as a strategic finance partner to departmental leaders, providing financial modeling, business case analysis, and operational insights
  • Support board and investor reporting, including preparation of financial materials, presentations, and executive briefings
  • Collaborate with Finance leadership on strategic initiatives, including M&A analysis, due diligence, and integration modeling
  • Identify opportunities to improve financial processes, reporting automation, and data infrastructure
  • Support finance leadership in preparing board presentations, strategic updates, and investor communications
  • Partner cross-functionally with Accounting, Data, Product, and Operations teams to ensure alignment between financial planning and operational performance
  • Perform other duties and strategic projects as assigned

Requirements

What It Takes to Join Our Team

  • 5–7+ years of experience in financial planning & analysis, strategic finance, investment banking, consulting, or business intelligence
  • Experience operating in a high-growth startup or fast-scaling technology company preferred
  • Proven ability to build complex financial models, forecasts, and scenario analyses
  • Strong executive communication skills with the ability to translate data into actionable business insights
  • Highly analytical with a data-driven approach to problem solving and decision-making
  • Advanced proficiency in Microsoft Excel and financial modeling
  • Experience working with ERP and financial planning systems (NetSuite, Anaplan, Adaptive, or similar)
  • Familiarity with SQL, ETL pipelines, and data analytics tools is strongly preferred
  • Demonstrated ability to operate independently, manage competing priorities, and influence cross-functional stakeholders

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance
  • Flexible Vacation Time
  • Always available, snacks, lunch, happy hours
  • Work From Home
  • Wellness Resources

Job Tags

Full time, Work from home, Flexible hours

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