Financial Planning and Analysis Specialist

FP&A (Work from Office, US shift, Only Immediate joiners)

FP&A (Primary)
Own and maintain the company’s financial forecast, ensuring it reflects current business assumptions and is updated on a rolling basis
Serve as the internal subject matter expert and system administrator for Datarails, Lima One’s FP&A platform, including building and maintaining department-level financial dashboards
Develop and maintain KPI reporting leveraging Snowflake and Tableau, partnering with data and business teams to ensure accuracy and relevance
Lead preparation of the monthly financial presentation and variance commentary, delivering clear explanations of performance drivers to finance leadership
Manage the preparation of company presentation materials, including the quarterly board of directors package and periodic company-wide meetings
Support ad-hoc financial analysis requests from leadership, providing timely and well-structured outputs that inform decision-making
Treasury (Secondary / Backup Coverage)
Process ACH and wire transactions, including borrower draw disbursements, in accordance with business directives and with strict attention to accuracy
Monitor and reconcile bank activity across 150+ accounts spanning four banking relationships, including investor-restricted accounts requiring careful segregation
Coordinate with bank Treasury support and relationship management teams to resolve issues and manage day-to-day operational needs
Partner cross-functionally with internal departments to communicate and coordinate bank activity, ensuring alignment on timing and funding needs