Financial Planning & Analysis (FP&A)

About the role

Riveron is looking for a Senior Associate in Financial Planning & Analysis to join its Corporate Finance team. This position involves managing planning, budgeting, and reporting processes from start to finish. You will transform financial and operational data into clear insights for decision-making and contribute to initiatives that drive company expansion.

Key facts

What you'll do

• Lead the yearly budget process with functional leaders, creating templates, consolidating submissions, and questioning assumptions.
• Manage monthly and quarterly forecasting cycles, maintaining rolling forecasts, and clearly communicating risks and opportunities against the plan.
• Conduct budget-versus-actual and variance analysis, investigating drivers, and translating them into concise commentary for leadership.
• Build and maintain financial models to support long-range planning, scenario analysis, and strategic decision-making.
• Prepare monthly financial and operational reporting packages for internal and external stakeholders, ensuring accuracy and a clear narrative.
• Produce committee (monthly) and board (quarterly) meeting materials, distilling complex data into executive-ready presentations.
• Support month-end close, including the company's close package and P&L review, partnering with accounting to ensure results are properly reflected.
• Deliver ad-hoc financial and operational analyses that support executive and functional-leader decision-making.
• Act as a finance business partner to designated functions and cost centers, providing analysis, guidance, and challenge.
• Develop compelling, data-driven stories that translate the numbers into actionable recommendations for stakeholders.
• Identify and implement efficiency improvements across recurring workstreams, automating and streamlining reporting processes and models.
• Contribute to special projects and initiatives spanning corporate development, systems enhancements, and finance transformation.

Requirements

• 6-8 years of relevant experience in Big 4, FP&A, or Corporate Finance.
• Master's degree in finance, Accounting, Economics, or a related field.
• Advanced knowledge of accounting and finance principles, including the interplay of the three financial statements.
• Demonstrated experience in budgeting, forecasting, variance analysis, and management reporting.
• Mastery of Microsoft Excel and PowerPoint, with proven financial-modeling ability.
• Experience within a professional services firm or a private-equity-backed portfolio company.
• Hands-on experience with Power BI, NetSuite, OpenAir, Adaptive, Anaplan, or similar planning / BI / reporting tools.
• Exposure to systems implementations or finance process automation.
• Sharp analytical thinker with strong attention to detail and a talent for solving complex problems.
• Excellent written and verbal communicator who can create compelling stories from data.
• Independent and self-motivated, with a drive for building and maintaining stakeholder relationships.
• Energized by introducing efficiency into recurring workstreams.
• Comfortable in an ever-changing, dynamic, and fast-paced environment.

Practical notes

This is a hybrid role. Full-time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO. Artificial intelligence (AI) tools are used to support the hiring process in screening, assessing, and/or selecting applicants for this position.