Senior Analyst, Financial Planning & Analysis (FP&A)

ProducePay is a dynamic and rapidly growing fintech company that is aiming to reduce fresh produce supply chain waste by producing a predictable commerce platform, giving growers and buyers unprecedented control and insight into their operations. This allows for earlier and easier access to capital which has traditionally been a major pain point for our customers, We are committed to excellence, innovation, and fostering a collaborative work environment where every team member's contributions are valued.

We are seeking a detail-oriented and experienced Senior Analyst of Financial Planning & Analysis (FP&A). The ideal candidate will focus on gathering data, updating monthly reports, and supporting other duties. This role is critical for ensuring accurate financial reporting and supporting the company’s financial planning processes.

Responsibilities

• Collect and consolidate financial data for monthly reports and forecasts.
• Update and maintain financial models to ensure accuracy in forecasting.
• Prepare materials and reports for executive meetings, including detailed financial summaries.
• Manage the monthly operating expense forecasting process, ensuring precise and timely updates.
• Integrate relevant financial models into a consolidated format to support monthly analysis and strategic discussions.
• Work with various departments to ensure alignment and accuracy in financial reporting and forecasting.
• Facilitate purchase order, accrual, and reconciliation processes to maintain a feedback loop between planning and actuals.
• Collaborate with the accounting team to ensure expenses and invoices meet operational expectations and make necessary adjustments.
• Maintain accountability with business partners for accurate forecasts and clear communication of financial results.
• Understand business partners' operational and strategic plans, identifying opportunities and challenges.
• Partner with the accounting function to ensure accurate alignment of expenses and invoices with operational expectations.
• Oversee the monthly close process, identifying significant operating expense entries and making necessary adjustments.
• Draft monthly P&L financial summaries with detailed analysis for executive-level review.
• Support ad-hoc financial analysis as ProducePay scales and integrates new software solutions.
• Conduct financial analysis for strategic projects, including competitive analysis and new product development.
• Identify and implement opportunities to improve business and finance processes.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial planning and analysis.
• High proficiency in Microsoft Excel and financial modeling.
• Strong analytical skills with attention to detail.
• Excellent communication and presentation skills.
• Experience working with large data sets and conducting trend analysis for forecasting.
• Understanding of GAAP Accounting and financial reporting.
• Ability to work independently with limited supervision.
• Strong organizational, analytical, and problem-solving skills.
• Effective verbal and written communication skills.
• Proficiency in Microsoft Office Products and knowledge of database and accounting systems software (e.g., PeopleSoft, Hyperion, Data Warehouses).
• Nice-to-Have Skills: Prior experience in the fintech or lending industry; advanced Excel skills, including formulas like Sumifs, Index Match, Xlookup/Vlookup, Pivot Tables, and Macro creation; experience with executive-level PowerPoint deck creation and presentation and experience rolling out new products and analyzing their financials.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home
• Free Food & Snacks
• Wellness Resources
• Stock Option Plan