InStride

Financial Planning and Analysis

• Perform analysis and prepare reports supporting the annual budget process
• Contribute to financial and operational close and reporting processes
• Assist with financial forecasting and update the long-range financial forecast model
• Partner with teams to validate modeling assumptions
• Help drive annual budgeting, maintaining budget templates and scenarios
• Own headcount and contractor cost forecasting, including roster-level detail, burden rates, role-by-role phasing, and plan reconciliation
• Create, consolidate, and distribute monthly reports and critical metrics
• Support monthly financial close and annual financial audit activities
• Prepare YTD and full-year reporting packages for auditors, lenders, and sponsors
• Perform budget-versus-actual variance reporting and support presentations to functional leaders
• Provide analytical support to assigned teams and build cross-business relationships
• Build executive, board, partner, and client presentations with P&L commentary, revenue bridges, and KPI pages
• Provide decision support using ROI, NPV, and benchmarking for partnerships, contracts, and M&A activities
• Analyze vendor, cloud, and other significant spend categories and identify cost-efficiency opportunities
• Research, select, implement, and refine FP&A processes and systems
• Maintain scenarios, data fetches, and mappings in Cube and NetSuite
• Use AI for repeatable tasks such as variance commentary, reconciliation checks, deck production, and document summaries, applying human judgment for final tie-outs
• Research markets, customers, and products to strengthen financial support
• Perform ad hoc research, analysis, and reporting

Senior FP&A Analyst