FP&A Analyst

Immuta

. Support annual planning and quarterly forecasting cycles by collecting inputs, preparing analyses, documenting assumptions, and identifying changes that may affect the forecast .

Posted 10/5/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while effectively communicating insights to both finance and non-finance stakeholders. Proficient in building and maintaining financial models and reports using Google Sheets and Excel.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Budgeting And ForecastingFinancial ModelingGoogle Sheets And Excel ProficiencyVariance Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudget-To-Actual ReportingScenario ModelingData ValidationTrend IdentificationFinancial Statements KnowledgeSales Pipeline ReportingSaaS Metrics TrackingAutomation WorkflowsReporting Accuracy

Soft Skills

Clear CommunicationCross-Functional CollaborationIndependent WorkAdaptabilityProblem-Solving

Tools & Technologies

Google SheetsExcelSalesforceDustFinancial Reporting Tools

Industry Keywords

FinanceAccountingEconomicsFinancial ReportingBusiness Analysis

About the role

Key responsibilities & impact

Support annual planning and quarterly forecasting cycles by collecting inputs, preparing analyses, documenting assumptions, and identifying changes that may affect the forecast
Prepare recurring budget-to-actual reporting for assigned departments, including Sales, and investigate significant variances across headcount, operating expenses, and other financial drivers
Build, maintain, and improve financial models, schedules, and scenario analyses using Google Sheets, Excel, and other financial planning or reporting tools
Track selected SaaS and operating metrics, identify trends, and summarize insights for Finance leadership and cross-functional partners
Reconcile financial and operational inputs with business partners to improve data quality and reporting accuracy
Contribute to improving FP&A processes, systems, documentation, and reporting workflows as Immuta scales
Support ad hoc financial analyses, scenario modeling, short-turnaround requests, and other strategic Finance priorities
Develop and maintain AI-enabled reporting and automation workflows in Dust, including sales reporting, sales efficiency analysis, and dashboards used by senior leadership
Maintain accurate Sales pipeline reporting and evaluate pipeline integrity, stage progression, pipeline coverage, conversion trends, bookings or revenue assumptions, and other sales efficiency indicators
Report to the VP of FP&A and collaborate with FP&A, Accounting, Recruiting, and business partners

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or a related field
Approximately two or more years of professional experience in FP&A, accounting, financial analysis, business analysis, or a related finance role
Working knowledge of financial statements, including the income statement, balance sheet, and cash flow statement, as well as core concepts related to assets, liabilities, expenses, and operating results
Experience supporting budgeting, forecasting, budget-to-actual reporting, variance analysis, financial reporting, financial models, schedules, or scenario analyses
Working proficiency with Google Sheets and Excel, including formulas, VLOOKUP or comparable functions, QUERY functions, IMPORTRANGE or comparable data connections, pivot tables, and organizing data from multiple sources
Familiarity with Salesforce or another CRM is helpful
Ability to validate inputs, identify trends and variances, investigate inconsistencies, and translate quantitative information into clear business insights
Clear written and verbal communication skills, with the ability to explain financial information to Finance and non-Finance audiences and build effective cross-functional partnerships
Ability to work independently on assigned deliverables, manage changing priorities, respond to short-turnaround requests, learn new processes and systems, and remain effective in a fast-paced environment

Benefits

Comp & perks

100% employer paid Healthcare (Medical, Dental, Vision) premiums for you and your dependents (including Domestic Partners)
Stock Options
Paid parental leave (Both Maternity and Paternity)
Unlimited Paid time off (U.S. based positions)
Learning and Development Resources