[Remote] Financial Planning Analyst
Note: The job is a remote job and is open to candidates in USA. SquadUP, Inc. is a trusted event technology partner for festivals and venues, acquired by Performant Capital. The FP&A Associate will support financial planning, analysis, and reporting functions, providing insights into business performance and driving data-informed decision-making.
Responsibilities
- Support annual budgeting and long-range planning processes
- Prepare monthly forecasts and reforecasts based on business performance and updated assumptions
- Track, analyze, and report on weekly and monthly business performance metrics
- Develop financial models and scenario analyses to support strategic initiatives and executive decision-making
- Prepare monthly variance analyses comparing actual results to budget and forecast
- Develop and maintain bookings-to-billings analysis and reporting
- Prepare recurring management reporting packages and dashboards
- Perform ad hoc financial analyses to support leadership and business partners
- Present financial insights and recommendations to senior leadership in a clear and actionable manner
- Partner with accounting to ensure alignment between financial reporting and business performance
- Support the development, documentation, and continuous improvement of financial policies and procedures
- Assist with month-end close activities and ensure accurate financial reporting across global entities
- Own and improve finance processes across several group entities, ensuring financial flows run seamlessly (including accounting close coordination, reporting, and payment flows)
- Implement and maintain control mechanisms to protect company revenue and manage costs effectively
- Manage and track client bonus programs
- Partner cross-functionally with Operations, Sales, Product, and Leadership to improve financial accuracy, transparency, and operational efficiency
- Support payment processing pricing analysis and identify opportunities for optimization
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 3–5+ years of experience in FP&A, corporate finance, accounting, or a related finance role
- Strong financial modeling, forecasting, and analytical skills
- Advanced proficiency in Excel and/or Google Sheets; experience with ERP systems and financial planning tools is a plus
- Experience supporting budgeting, forecasting, and management reporting processes
- Entrepreneurial mindset with the adaptability to thrive in a fast-paced, evolving environment
- Strong attention to detail with the ability to manage multiple priorities independently
- Excellent communication skills and confidence partnering with cross-functional stakeholders and senior leadership
- Experience leveraging AI tools to improve productivity and integrate automation into daily workflows
- Experience working in global organizations across multiple geographies
Benefits
- Fully remote role with standard U.S. business hours
- Opportunities for continued professional growth and advancement
Company Overview