Senior Financial Analyst, FP&A

Worth AI•Orlando, FL

9h•Remote

About The Position

Worth AI, a leading computer AI software company, is looking for a skilled Senior Financial Analyst to join our team. The Senior Financial Analyst, FP&A will play a critical role and act as a strategic partner to the CFO and executive leadership. This individual will drive key financial planning, forecasting, and analytical initiatives that support company growth and operational decision-making. The ideal candidate is a highly analytical, hands-on finance professional who thrives in a fast-paced, high-growth environment. This role requires the ability to translate complex financial and operational data into actionable insights while partnering cross-functionally with senior leaders across the organization.

Requirements

5–7+ years of experience in financial planning & analysis, strategic finance, investment banking, consulting, or business intelligence
Proven ability to build complex financial models, forecasts, and scenario analyses
Strong executive communication skills with the ability to translate data into actionable business insights
Highly analytical with a data-driven approach to problem solving and decision-making
Advanced proficiency in Microsoft Excel and financial modeling
Experience working with ERP and financial planning systems (NetSuite, Anaplan, Adaptive, or similar)
Demonstrated ability to operate independently, manage competing priorities, and influence cross-functional stakeholders

Nice To Haves

Experience operating in a high-growth startup or fast-scaling technology company preferred
Familiarity with SQL, ETL pipelines, and data analytics tools is strongly preferred

Responsibilities

Lead the development of the annual operating plan, monthly forecasts, and long-range financial planning processes
Prepare and deliver monthly financial reporting packages, including KPI dashboards, variance analysis, and executive-level summaries
Own and manage the weekly cash forecasting process, ensuring accurate liquidity planning and visibility for leadership
Drive monthly and bi-monthly forecasting cycles, identifying trends, risks, and opportunities and presenting insights to senior leadership
Reconcile client-level data cubes against recognized revenue, investigating and resolving variances
Serve as a strategic finance partner to departmental leaders, providing financial modeling, business case analysis, and operational insights
Support board and investor reporting, including preparation of financial materials, presentations, and executive briefings
Collaborate with Finance leadership on strategic initiatives, including M&A analysis, due diligence, and integration modeling
Identify opportunities to improve financial processes, reporting automation, and data infrastructure
Support finance leadership in preparing board presentations, strategic updates, and investor communications
Partner cross-functionally with Accounting, Data, Product, and Operations teams to ensure alignment between financial planning and operational performance
Perform other duties and strategic projects as assigned