Financial Center Manager responsible for managing a financial center team in San Diego. Focused on operational excellence and fostering a client - centric culture.
About the role
- Senior FP&A Analyst supporting financial reporting, planning, and analytics at Roo. Building financial models and collaborating with cross-functional teams in a hybrid role based in San Francisco.
Responsibilities
- Support and expand internal and external financial reporting needs, including departmental Budget vs. Actual reporting, management reporting, and investor reporting on both a recurring and ad hoc basis.
- Facilitate financial planning across the organization, including quarterly, annual, and long-range planning.
- Build and manage a variety of financial models, including three-statement operating models, unit economics models, and ad hoc project ROI models.
- Partner with departments to deeply understand the impact and investment of each function in order to better measure and forecast business performance.
- Collaborate with data and accounting teams to ensure the accuracy, timeliness, and scalability of financial reporting, forecasting, and analytics.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- At least 5 years of experience in a high-growth startup and/or a relevant field such as Investment Banking, Private Equity, or Management Consulting (Investment Banking experience preferred).
- Strong skill set in financial analysis and modeling, with the ability to efficiently generate insightful analysis and build complex financial models.
- High proficiency in Excel, Google Suite, and QuickBooks. Experience implementing and/or administering an EPM system is a plus.
- Experience with SQL and data visualization platforms (such as Mode) is highly desirable but not required.
- Excellent communication skills (written and verbal) and a high level of emotional intelligence, with the ability to build and manage cross-functional relationships and workstreams.
- You aren’t afraid to build your own playbook. You are always seeking better and more efficient ways to do things.
- You are agile and flexible, quickly adapting and taking action to best serve the needs of the business.
Benefits
- Health benefits with base medical plan covered at 100% with optional premium buy up plans.
- 401K
- Unlimited Paid Time Off.
- Paid Maternity/Paternity and reproductive care leave.
- Stipends for home office setup, continuing education, and monthly wellness.
- Gifts on your birthday & anniversary.
- Opportunity for domestic travel, including for regional team building events.
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