FP&A (Financial Planning & Analysis) Analyst (Orlando)

Worth AI is seeking a talented FP&A (Financial Planning and Analysis) Analyst to join our dynamic team in the computer software industry. As an FP&A Analyst, you will play a crucial role in our mission to revolutionize decision-making through the power of AI. Believing in the intrinsic value within each person and organization, Worth AI is committed to diversity, inclusivity, and fair decision-making. We are looking for an individual who shares our passion for driving positive change and wants to be part of a movement that leaves a lasting legacy of equity and excellence.

As an FP&A Analyst at Worth AI, you will be responsible for supporting the financial planning and analysis process, providing insights, and guiding strategic decision-making. This role offers an exciting opportunity to collaborate with cross-functional teams and influence business direction. You will work closely with the finance team to analyze financial data, develop forecasts, perform variance analysis, and contribute to the budgeting process.

Responsibilities

• Collaborate with cross-functional teams to develop financial models and forecasts.
• Provide accurate and timely financial analysis, highlighting trends, risks, and opportunities.
• Conduct budgeting activities and prepare financial reports for senior management.
• Support the monthly, quarterly, and annual financial close process.
• Analyze and validate financial data, ensuring integrity and accuracy.
• Proven leadership ability, as well as strength in building internal partnerships
• Assist in the development of key performance indicators (KPIs) and dashboards.
• Identify process improvement opportunities and contribute to enhancing financial planning and analysis processes.

• Proven experience as an FP&A Analyst or in a similar role.
• Strong analytical skills and ability to work with complex financial data.
• Proficiency in financial modeling and forecasting techniques.
• Solid understanding of accounting principles and financial reporting.
• Advanced Excel skills, including data manipulation and analysis.
• Excellent written and verbal communication skills.
• Detail-oriented and able to meet tight deadlines.
• Ability to work independently and collaborate effectively in a team environment.
• Experience with financial planning software (e.g., Adaptive Insights, Anaplan) is a plus.
• Proven leadership ability, as well as strength in building internal partnerships
• Must be a highly self-motivated team player with a keen attention to detail
• Project management skills, from initial idea through execution
• Well organized with an ability to manage multiple projects with strict deadlines
• Strong communication, critical-thinking, and presentation skills; including the ability to provide written and verbal direction effectively
• Strong quantitative, analytical skills with strong attention to detail and accuracy
• Prior experience in Risk, Underwriting and/or Payments Industry is preferred

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance
• Unlimited Paid Time Off
• 9 paid Holidays
• Family Leave
• Hybrid
• Free Food & Snacks at Orlando office
• Wellness Resources