Financial Planning & Analysis Analyst
About Versapay Versapay turns accounts receivable (AR) into a competitive advantage. Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum — giving finance leaders the clarity and control they need to drive business forward. Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually. Think you might be the next Veep to join? Read on!! As a Financial Planning & Analysis Analyst, you will contribute to many parts of the financial process, including monthly operating expense commentary, budgeting, and forecasting, along with partnering with key leaders to maintain financial stability and progress toward monthly, quarterly, and yearly goals. This is an excellent opportunity for someone who has experience in financial modeling, forecasting, and budgeting, and is looking to advance in a dynamic and fast-paced environment. Reporting to the Vice President of Financial Planning & Analysis, you will participate in key areas of the planning and reporting processes, including monthly operating expense management, developing and maintaining strategic business KPIs, and preparing board materials as necessary. You will collaborate closely with members of Finance Leadership to ensure financial targets are met and spending is allocated efficiently. You will also partner with members of other departments on strategic initiatives, including managing software spend, professional fees, and revenue backlog. To accomplish this, you’ll need a Bachelor’s Degree in Accounting, Finance, Economics, or related field (MBA preferred), and 2+ years of experience in corporate finance. Familiarity with B2B marketing and the FinTech/Payments space is a plus. What You'll Do: Financial Planning & Analysis: Work on the annual budgeting and forecasting processes for OpEx, working closely with the C-level executives and department leaders to develop accurate modeling for operating expenses. Provide comprehensive financial analysis and insights to support strategic decision-making and optimize resource allocation. Financial Modeling: Develop and maintain sophisticated financial models (P&L, Balance Sheet, and Cash Flow) to evaluate business opportunities, assess risks, and forecast financial performance under various scenarios. Utilize advanced modeling techniques to analyze trends, identify opportunities for growth, and mitigate risks. Performance Reporting: Prepare and present comprehensive financial reports and dashboards to senior leadership, highlighting key performance indicators, variances against budget/forecast, and actionable insights. Continuously monitor financial performance and provide regular updates on progress toward goals. Strategic Planning: Partner with cross-functional teams to develop long-term strategic plans, assess market dynamics, and evaluate potential investments and initiatives. Provide financial analysis and scenario planning to support strategic decision-making and drive sustainable growth through optimizing expenses. Process Improvement: Identify opportunities to streamline and enhance financial planning and analysis processes, leveraging technology and best practices to drive efficiency, accuracy, and scalability. Implement continuous improvement initiatives to optimize the FP&A function and support evolving business needs. Presentation & Reporting Preparation: Prepare documents for month-end financial reporting, reporting to parent company, and Board deck presentations. Research trends to proactively address questions and create commentary to tell the story of the financials. What You'll Bring To The Team: Bachelor’s degree in Finance, Accounting, or related field. 2+ years of progressive experience in financial planning and analysis. Strong proficiency in financial modeling, forecasting, and analysis, with advanced Excel skills; experience with data visualization tools (e.g. Tableau) preferred. Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights and strategic recommendations. Exceptional presentation skills, with the ability to effectively communicate complex financial concepts to non-financial stakeholders. Proven ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. Originally posted on Himalayas