Strategy and Planning analyst (FP&A)

RiskSpan is seeking a Strategy & Planning Analyst to support financial planning, performance analysis, and strategic decision-making across the business. This role sits at the intersection of FP&A, strategy, and accounting-informed analysis, partnering closely with finance and business leaders to translate financial results and operating data into insights and plans.

This is an ideal role for a high-potential analyst (pre-MBA or post-MBA) with strong analytical skills and a solid understanding of accounting fundamentals, who wants exposure to how financial statements, business economics, and strategy come together in a growing analytics-driven company.

    

The role is well-suited for candidates with backgrounds in FP&A, consulting, analytics, or corporate finance who are comfortable working with financial statements and accounting concepts, but are more interested in analysis, planning, and strategy than transactional accounting.  

   

While this is not a staff accountant or close-focused role, the position will contribute to the monthly close process. The role does not perform transactional accounting or own the close, but it does require the ability to interpret accounting results, partner effectively with accounting, and incorporate accounting realities into forecasts and strategic analysis.

   

Financial Planning & Analysis

· Support annual budgeting, reforecasting, and long-range planning processes

· Build and maintain financial models related to revenue, cost structure, and profitability

· Analyze variances vs. plan, forecast, and prior periods; identify key drivers

· Partner with accounting to understand actual results and ensure analytical consistency with financial statements

Accounting-Informed Analysis

· Use income statement, balance sheet, and cash flow data to inform analysis and forecasts

· Understand revenue recognition, cost capitalization vs. expensing, and timing differences that affect results

· Identify and explain differences between operational performance and reported financial outcomes

· Help ensure forecasts and models align with accounting reality

Strategic & Business Analysis

· Conduct ad-hoc analysis to support pricing, resourcing, investment decisions, and growth initiatives

· Assist in evaluating new products, services, or business opportunities

· Support scenario modeling and sensitivity analysis for key assumptions

· Work with cross-functional leaders to understand operational and economic drivers

Reporting & Executive Support

· Prepare management reporting and analysis for senior leadership

· Build and manage monthly KPI reporting

· Help develop clear narratives around performance, trends, and risks

· Support board- and investor-level materials as needed

Process & Tool Development

· Help improve FP&A models, documentation, and analytical frameworks

· Identify opportunities to streamline or automate reporting and analysis

· Work with finance systems and data sources to ensure accuracy and usability

     

Required

· Strong analytical and quantitative skills

· Solid understanding of accounting fundamentals, including:

o Income statement, balance sheet, and cash flow relationships

o Accrual accounting concepts

o Revenue and expense timing

· Advanced Excel skills (financial modeling, scenario analysis, structured datasets)

· Ability to communicate clearly and concisely about financial results

· Intellectual curiosity and comfort operating in ambiguity

Preferred

· 2+ years of experience in FP&A, consulting, corporate finance, analytics, or related roles

· Strong undergraduate finance or accounting background

· Exposure to SaaS, analytics, or professional services business models

· Prior interaction with accounting or audit teams

   

This role supports core planning cycles, key decision-making periods, and periodic Board and investor meetings. As a result, there may be times during the year when deadlines require additional flexibility.

  

· Opportunity to work directly with senior leadership

· Exposure to real strategic and financial decision-making

· Ability to help build and shape FP&A and planning processes as the company evolves

· Smart, collaborative environment with meaningful responsibility early