Financial Analyst, FP&A

Responsibilities:

Act as a trusted advisor to senior management and challenge the business with forward thinking approaches to accelerate growth, enhance operational efficiency, and increase profitability including: 

ROI analysis

Investment prioritization

Scenario planning/modeling

Operational analysis 

Developing and refining meaningful management reporting

Preparing business recommendations based on financial analysis

Assist in development of regular financial forecasts that incorporate current business trends and strategies

Driving continuous improvement in report and analysis automation

Taking initiative and working independently to conduct special studies to analyze complex financial data

Completing internal process review, documenting internal processes and providing recommendations for improved productivity and/or cost savings. 

Skills Required:

• 5+ years of experience in FP&A, corporate finance, strategic finance, or financial analysis roles
• Strong understanding of finance and accounting principles. SaaS industry experience preferred. 
• Must have a working knowledge of balance sheet, income statement, cash flow, working capital analysis
• Experience building financial models, forecasts, budgets, and KPI reporting
• Advanced PowerPoint and Excel skills including financial modeling and data analysis
• Strong analytical and problem-solving skills with the ability to interpret complex financial data
• Excellent written and verbal communication skills with the ability to influence stakeholders across the business
• Ability to manage multiple priorities in a fast-paced environment
• Experience improving reporting automation or finance processes
• Experience with financial planning or BI tools such as NetSuite, Power BI, Tableau, or Adaptive Planning
• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field. MBA Preferred

Success Drivers and Competencies: 

Must be able to convey information in a clear, focused, and concise manner
Experience in planning, coordinating, and executing multiple projects simultaneously
The ability to think creatively and work in a team environment is required
Individual must work well in a dynamic environment and be able to recommend and implement process improvements, work independently and handle multiple tasks simultaneously
Professional maturity and demonstrated experience managing confidential information
Advance Excel skills (Including lookups, Pivot Table, Index-Match, etc.) 

Compensation & Benefits:

Competitive Salary: $90,000 - $115,000 based on experience and location.
 
Benefits:
401k Match: Match 200% of contributions up to the first 5% of salary, resulting in a total potential match of 10%.
Medical, Dental, and Vision Coverage: Patch My PC covers 99% of premiums for both team members and dependents.
 
Other Benefits:
FSA/HSA.
Fertility benefits.
Parental leave.
Paid-time off (PTO).
Volunteer leave.
Charitable donation matching.
Tuition reimbursement.
Gym membership reimbursement.
Internet stipend.
Pet insurance.
 
Learn more about our benefits here: https://patchmypc.com/careers#we-care.

What to Expect in the Interview Process

Our interview process is designed to help us understand how you think, analyze problems, and collaborate across teams. It also gives you an opportunity to learn more about our Finance team, our business, and what it is like to work at Patch My PC.

Throughout the process we evaluate both technical capabilities and alignment with our core values. These values guide how we work together, support our customers, and continue to grow as a company.

Step 1: Assessment
Candidates begin with an online assessment focused on financial analysis, problem-solving, and business reasoning. This helps us better understand your analytical approach, attention to detail, and ability to interpret and work through financial and operational scenarios.

Step 2: Initial Screen
A 20-30 minute conversation with our Talent team to learn more about your background, experience and career goals. We will also share more about Patch My PC, our culture and how our values guide the way we work.

Step 3: Hiring Manager Interview
A conversation with the hiring manager focused on your experience with financial planning and analysis, forecasting, reporting, business partnership, and operational analysis. This discussion also provides an opportunity to learn more about the team, current priorities, and expectations for the role.

Step 4: Team Interview
A collaborative interview with members of the Finance team focused on financial modeling, analytical thinking, problem-solving, and business decision support. Candidates may be asked to discuss prior forecasting work, KPI analysis, reporting approaches, or how they would approach real-world business scenarios.

Step 5: Cross Functional and Leadership Conversations
The next stage includes conversations with Finance leadership and cross-functional stakeholders. In addition to discussing experience and communication style, we focus on collaboration, business partnership, adaptability, and how you contribute to a team environment grounded in humility, ownership, empathy, and delivering excellence.

Step 6: Final Conversation with Our CEO
As a final step candidates may meet with our CEO and Founder Justin Chalfant. This conversation focuses on our mission, culture, and values and gives you the opportunity to ask questions about the company vision and the impact our team is working to create.

Additional Information
Most interviews are conducted virtually. In some cases we may invite candidates to participate in an in person conversation or onsite visit, depending on the role, location, and stage of the process.

Our goal is to keep the process efficient and respectful of your time while ensuring both you and our team feel confident about the fit both technically and culturally.