Senior Corporate Financial Planning & Strategy Analyst

Posted:
9/26/2024, 11:49:29 AM

Location(s):
San Francisco, California, United States ⋅ California, United States

Experience Level(s):
Senior

Field(s):
Business & Strategy ⋅ Finance & Banking

Workplace Type:
Hybrid

About Checkr
Checkr builds people infrastructure for the future of work. We've designed a faster—and fairer—way to screen job seekers. Established in 2014, Checkr puts modern technology powered by machine learning in the hands of hiring teams, helping to hire great new people with an experience that’s fast, smooth, and safe. Checkr has over 100,000 customers including DoorDash, Coinbase, Lyft, Instacart, and Airtable. 

A career at Checkr means collaborating with brilliant minds, disrupting an industry, and opening channels of employment to often overlooked candidates. Checkr has been recognized as one of BuiltIn's 2023 Best Places to Work in the US and is a Y Combinator 2023 Breakthrough Company.

About the team/role
As a Senior Corporate Financial Planning & Strategy Analyst, you will play a critical role on the Financial Planning & Strategy (FP&S) team. The FP&S team is responsible for the financial decision-making across the organization. This role supports the corporate function in all activities related to managing the total company corporate model. The role supports a wide range of business processes and initiatives to maximize value and optimize company performance, including projects related to revenue, resource allocation, company-wide budgeting, long-term planning, scaling our systems, and setting performance benchmarks for the company. The ideal candidate is highly analytical and strategic, approaches problems in a structured manner, is comfortable with ambiguity, and can communicate clearly and effectively. This is a highly visible role which will work closely with Finance Leadership and cross-functional business partners.

What you’ll do

  • Prepare reporting and analyses for management and the BOD, including annual and quarterly financial reviews, BOD materials, investor reporting, and weekly and monthly business reviews
  • Support initiatives to continuously improve, automate, and scale forecasting and reporting tools, processes, and methodologies. Become a power user in our financial planning tool and find opportunities to continuously improve and automate our processes. 
  • Serve as a key liaison and partner to Finance, Accounting, Treasury, IT, and other parts of the organization.
  • Serve as the go-to financial partner for data-driven, ad-hoc analyses, and prepare strategic materials for key management meetings, summarizing findings, risks, opportunities, and recommendations
  • Develop actionable reporting, analyses, and KPI tracking to help the organization gain key insights into drivers of growth and efficiency opportunities 
  • Analyze business segment growth, profitability, and operational performance
  • Lead strategic financial planning and forecasting processes across different departments
  • Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization

What you bring

  • 4+ years of relevant progressive Finance experience in a fast-paced and high growth environment, including Strategic Finance, FP&A, investment banking, or consulting
  • Superior analytical and problem solving skills with experience building 3-statement financial models 
  • Understanding of systems or willingness to be a power user in our financial planning systems (Adaptive Planning, Oracle). 
  • Ability to manage and manipulate large data sets, critically analyze existing processes, and identify opportunities for process improvement
  • An ability to distill complex issues into structured frameworks and concrete action plans
  • Highly detailed individual with a sense of urgency and strong prioritization skills
  • Excellent presentation and writing skills and the ability to clearly communicate messages that link business issues, financial results, and strategy at the executive level
  • Bonus: Experience with SQL and data visualization tools (Looker, Tableau) and experience with Adaptive Planning and/or Oracle a plus

What you’ll get

  • A fast-paced and collaborative environment
  • Learning and development allowance
  • Competitive compensation and opportunity for advancement
  • 100% medical, dental, and vision coverage
  • Up to $25K reimbursement for fertility, adoption, and parental planning services
  • Flexible PTO policy
  • Monthly wellness stipend, home office stipend

At Checkr, we believe a hybrid work environment strengthens collaboration, drives innovation, and encourages connection. Our hub locations are Denver, CO, San Francisco, CA, and Santiago, Chile. Individuals are expected to work from the office 2 to 3 days a week. In-office perks are provided, such as lunch four times a week, a commuter stipend, and an abundance of snacks and beverages. 

One of Checkr’s core values is Transparency. To live by that value, we’ve made the decision to disclose salary ranges in all of our job postings. We use geographic cost of labor as an input to develop ranges for our roles and as such, each location where we hire may have a different range. If this role is remote, we have listed the top to the bottom of the possible range, but we will specify the target range for an exact location when you are selected for a recruiting discussion. For more information on our compensation philosophy, see our website.

The base salary range for this role is $118,975 to $139,971 in San Francisco, CA.

Equal Employment Opportunities at Checkr

Checkr is committed to hiring talented and qualified individuals with diverse backgrounds for all of its tech, non-tech, and leadership roles. Checkr believes that the gathering and celebration of unique backgrounds, qualities, and cultures enriches the workplace.   

Checkr also welcomes the opportunity to consider qualified applicants with prior arrest or conviction records. Checkr’s commitment to diversity extends to hiring talented individuals in spite of a prior criminal history in accordance with local, state, and/or federal laws, including the San Francisco’s Fair Chance Ordinance.