Senior Corporate Financial Planning & Strategy Analyst
$128,000–$150,000 year
HybridSan Francisco, California, United States
Job Summary
Prepare reporting and analyses for management and the BOD, including annual and quarterly financial reviews, investor reporting, and weekly business reviews. Lead strategic financial planning and forecasting processes across departments, managing calendars for quarterly, AOP, and long-range planning. Own Balance Sheet and Cash Flow forecasting while partnering to optimize working capital and support M&A analysis through financial modeling and due diligence. Serve as a key liaison to Finance, Accounting, IT, Corporate Development, and HR to drive cross-functional initiatives. Integrate AI into existing financial processes to uncover insights, optimize forecast accuracy, and automate reporting tools. This role supports the FP&S team at Checkr, a Forbes Cloud 100 company powering safe decisions for millions of users.
Required Qualifications
- 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
- An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes
- Individuals are expected to work from the office 3+ days a week
- A relocation stipend may be available for those willing to relocate to a Checkr hub location
Desired Qualifications
- Integrate AI into existing financial processes to uncover deeper business insights, optimize forecast accuracy, proactively identify emerging trends, and drive automations
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