Worth AI is seeking a talented Financial Analyst - FP&A (Financial Planning and Analysis) to join our dynamic team in the computer software industry. As an FP&A Analyst, you will play a crucial role in our mission to revolutionize decision-making through the power of AI. Believing in the intrinsic value within each person and organization, Worth AI is committed to diversity, inclusivity, and fair decision-making. We are looking for an individual who shares our passion for driving positive change and wants to be part of a movement that leaves a lasting legacy of equity and excellence.
As an FP&A Analyst at Worth AI, you will be responsible for supporting the financial planning and analysis process, providing insights, and guiding strategic decision-making. This role offers an exciting opportunity to collaborate with cross-functional teams and influence business direction. You will work closely with the finance team to analyze financial data, develop forecasts, perform variance analysis, and contribute to the budgeting process.
Responsibilities
- Collaborate with cross-functional teams to develop financial models and forecasts.
- Provide accurate and timely financial analysis, highlighting trends, risks, and opportunities.
- Conduct budgeting activities and prepare financial reports for senior management.
- Support the monthly, quarterly, and annual financial close process.
- Analyze and validate financial data, ensuring integrity and accuracy.
- Proven leadership ability, as well as strength in building internal partnerships
- Assist in the development of key performance indicators (KPIs) and dashboards.
- Identify process improvement opportunities and contribute to enhancing financial planning and analysis processes.
- Proven experience as an FP&A Analyst or in a similar role.
- Strong analytical skills and ability to work with complex financial data.
- Proficiency in financial modeling and forecasting techniques.
- Solid understanding of accounting principles and financial reporting.
- Advanced Excel skills, including data manipulation and analysis.
- Excellent written and verbal communication skills.
- Detail-oriented and able to meet tight deadlines.
- Ability to work independently and collaborate effectively in a team environment.
- Experience with financial planning software (e.g., Adaptive Insights, Anaplan) is a plus.
- Proven leadership ability, as well as strength in building internal partnerships
- Must be a highly self-motivated team player with a keen attention to detail
- Project management skills, from initial idea through execution
- Well organized with an ability to manage multiple projects with strict deadlines
- Strong communication, critical-thinking, and presentation skills; including the ability to provide written and verbal direction effectively
- Strong quantitative, analytical skills with strong attention to detail and accuracy
- Prior experience in Risk, Underwriting and/or Payments Industry is preferred
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance
- Unlimited Paid Time Off
- 9 paid Holidays
- Family Leave
- Hybrid
- Free Food & Snacks at Orlando office
- Wellness Resources
Top Skills
What We Do
Worth AI is a minority-founded SaaS platform powering inclusive financial underwriting through AI.
Our Values:
- Economic inclusion for everyone.
- Equitable decision-making through technology.
- Tackling financial inclusion for all - from enterprises to small businesses.
Get to Know Worth AI’s Technology:
Worth AI is an underwriting platform that leverages AI algorithms to deliver lightning-fast processing times, unparalleled accuracy, and a unique user experience.
Our patent-pending platform provides:
- Real-time data on the SMB market.
- Enabling advanced risk modeling.
- Comprehensive portfolio visibility.
- Continuous risk monitoring.
Our data-driven platform reduces risks and eliminates biases by processing thousands of traditional and non-traditional data sources.
We're pushing boundaries and rewriting the rulebook in fintech.
Let's work together to make real change happen.
