Senior Financial Analyst, FP&A

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