Senior FP&A Analyst

Senior FP&A Analyst

Kraken

  Help us use technology to make a big green dent in the universe!   Kraken powers some of the most innovative global developments in energy.   We’re a technology company focused on creating a smart, sustainable energy system. From optimising renewable generation, creating a more intelligent grid and enabling utilities to provide excellent customer experiences, our operating system for energy is transforming the industry around the world in a way that benefits everyone.   It’s a really exciting time in energy. Help us make a real impact on shaping a better, more sustainable future. 🏡 Where you'll fit in We are building out a world-class Financial Planning & Analysis (FP&A) team to support our rapid global growth. We’re looking for a high-calibre Senior FP&A Analyst with a background in investment banking, private equity, or top-tier strategy or finance roles. This is a rare chance to move from advisory into operating, where you’ll help shape the trajectory of one of the most ambitious multinational SaaS platforms in the market. You’ll be in the engine room of strategic decision-making, with daily exposure to senior leadership and a clear path to accelerated career growth while at the same time making a big green dent in the world.

Senior FP&A Analyst

Swile

Sobre nós ✨   A Swile é a scaleup pioneira de benefícios flexíveis no Brasil e na França. A nossa missão é ajudar a oferecer um melhor ambiente de trabalho para os seus colaboradores através dos benefícios flexíveis que entregamos por meio de uma tecnologia de ponta.   Fundada em 2016 e reconhecida como uma das melhores empresas para trabalhar pelo GPTW (Great Place to Work 2020), a Vee se uniu à Swile, a mais inovadora ScaleUp europeia e que revolucionou o mercado de benefícios na França em 2021, se tornando um unicórnio global 🚀   Sobre a posição 🔥   Você será uma peça central do time de Finanças do Brasil, responsável por transformar dados financeiros em decisões estratégicas. Num negócio que cresce rápido e opera com float de benefícios e receita recorrente, o FP&A tem papel central: não é só "fechar o mês", é pilotar o negócio. Você vai trabalhar diretamente com a liderança local e em alinhamento constante com o time de Finance da matriz na França. Planejamento & Forecasting Liderar o processo orçamentário anual (Budget) e as revisões trimestrais (Rolling Forecast), em parceria com as áreas de negócio (Comercial, Produto, Operações, CS) Construir e manter modelos financeiros robustos para projeção de receita, margem, headcount e CAPEX Monitorar os principais drivers de negócio: GTV (Gross Transaction Value), take rate, churn, NRR, CAC e LTV, adaptando modelos ao contexto do mercado brasileiro Reporting & Business Intelligence Preparar o pacote mensal de gestão (Monthly closing report) para a liderança local e os relatórios consolidados para o HQ em França Desenvolver dashboards financeiros e operacionais, garantindo visibilidade sobre performance real vs. orçado Apoiar a construção do storytelling financeiro para board meetings Business Partnering Ser o parceiro financeiro das áreas de negócio, traduzindo estratégia em números e apoiando decisões de pricing, investimento e alocação de recursos Apoiar análises de ROI para novas iniciativas, expansões geográficas ou lançamentos de produto Trabalhar de perto com a área Comercial para entender a dinâmica de pipeline, mix de clientes e impacto em receita Análise Financeira & Gestão de Float Acompanhar e modelar a gestão do float de benefícios (dinheiro dos clientes pré-carregado na plataforma), entendendo impactos de liquidez, regulatório e rendimento Monitorar indicadores de unit economics por segmento de cliente e canal Conduzir análises ad hoc para suporte a decisões estratégicas (M&A, parcerias, novos produtos) Controles & Processos Contribuir para a melhoria contínua dos processos de closing, reconciliação e governança financeira Garantir alinhamento entre as métricas de gestão (management accounts) e a contabilidade local (GAAP BR) em parceria com o time de Contabilidade

Senior FP&A Analyst

Unknown Employer

OVERVIEW: Relevate Health is a company made up of exceptional professionals with the business purpose of creating life-changing healthcare engagement, through our vision that every HCP communication is relevant. We are proud to be healthcare marketing experts who push ourselves, every single day, to the highest possible levels to further our purpose and exceed our goals. Our business successes have led to growth and our extraordinary culture is the cornerstone for an engaged and productive workforce.   JOB SUMMARY: The Lead FP&A Analyst serves as a strategic finance partner responsible for supporting enterprise financial planning, forecasting, budgeting, business performance analysis, and executive decision- making. This role partners closely with senior leaders across Finance and Operations to provide meaningful financial insights, improve forecasting accuracy, identify risks and opportunities, and drive profitable growth. The Lead FP&A Analyst plays a key role in developing financial models, enhancing reporting capabilities, improving planning processes, and supporting strategic initiatives, including acquisitions, integrations, and long-range planning.   DUTIES / RESPONSIBILITIES: * Analyze monthly P&L financial results and prepare executive-level variance analysis identifying key business drivers, risks, and opportunities. * Approve scope and project setup to ensure proper alignment with client contractual agreements * Run revenue recognition for select business units and calculate monthly rebates for specific clients * Develop and maintain complex financial models supporting strategic planning, revenue forecasting, * profitability analysis, and scenario planning. * Calculates monthly commissions owed to sales reps * Partner with department leaders to develop budgets, monitor spending, and provide financial * guidance to support business objectives. * Assist the annual budgeting process and quarterly forecasting cycles across assigned business * units. * Prepare recurring executive reporting packages, dashboards, and presentations for senior leadership * and Board-level discussions. * Monitor financial performance metrics and key performance indicators (KPIs), providing actionable * recommendations to improve business results. * Support month-end close through analysis of revenue, operating expenses, accruals, and forecast * updates. * Prepares client and project level reconciliations and reviews billable/non-billable expenses * Partner with Accounting to ensure financial reporting accuracy and consistency between actual * results and forecasts. * Assist with mergers, acquisitions, due diligence, audits, integration activities, and other strategic * corporate initiatives. * Identify process improvement opportunities that enhance forecasting accuracy, reporting efficiency * & automation, and financial transparency. * Manages PowerBi dashboard including quarterly budget uploads and data validation * Assist with special projects and ad hoc financial analysis as requested.   SKILLS AND QUALIFICATIONS: * Bachelor's degree in Finance, Accounting, Economics, or related field * MBA or CPA preferred. * 6–8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Strategic Finance. *        Advanced financial modeling and analytical skills. *        Expert-level Microsoft Excel skills, including complex modeling and scenario analysis. *        Experience with ERP systems (Sage Intacct preferred), financial planning tools, project management *        tools (Workfront preferred), and business intelligence platforms such as Power BI. *        Strong understanding of GAAP financial statements and budgeting principles. *        Excellent presentation and communication skills with the ability to translate financial information *        into business insights. *       Knowledgeable in AI related tools and experience using them to increase efficiencies *       Demonstrated ability to partner effectively with executive leadership and cross-functional teams. *        Experience supporting high-growth, professional services, healthcare, marketing agency, or *       technology organizations preferred. *       Strong organizational skills with the ability to manage multiple priorities in a fast-paced *        environment. PREFERRED COMPETENCIES: * Strategic thinker with strong business acumen * Executive presence and confidence communicating with senior leadership * Exceptional analytical and problem-solving skills * High attention to detail and financial accuracy * Strong project management and organizational abilities *  Ability to influence without direct authority * Continuous improvement mindset * Collaborative and customer-focused approach        Relevate Health is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. We are dedicated to creating a work environment that reflects the diversity of our community and ensuring that all individuals have equal access to opportunities for growth and advancement within our organization.   WORKING CONDITIONS • Hybrid working if within 40 miles of a Relevate Health office (Dallas, Boston, Cincinnati, New Jersey). • Remote working if outside a 40-mile radius of a Relevate Health office. • Travel may apply based on position. • Hours may vary based on position and client needs.   WORK AUTHORIZATION REQUIREMENT: Relevate Health does not provide employment visa sponsorship or other employer-sponsored work authorization for this position now or in the future. Applicants must be legally authorized to work in the United States for the duration of employment without requiring employer sponsorship or employer-supported immigration documentation.   OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.   PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, frequently required to stand, walk; use hands and fingers, tools, or controls; and reach with hands and arms. If you require accommodation during the application process, please contact HR@relevatehealth.com   FLSA Status: Exempt Job Type: Full Time