FP&A Analyst (6-Month Temporary + Benefits)

Job Title: FP&A Analyst (6-Month Temporary Benefits)

Location: Palo Alto, CA (Hybrid, 3 days in office)

Reports to: VP Finance & Operations

Salary: $100,000 - $125,000/year

The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can’t afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of their hard-earned shares. If you love startups, and are hungry for success, this position is the right fit for you. What’s better than helping fellow startup builders participate in the success of the companies they worked so hard to build? www.equitybee.com 

EquityBee is seeking an FP&A Analyst to provide maternity leave coverage for a member of our Finance team. This role will lead budgeting and forecasting, track key business metrics, analyze revenue and pricing scenarios, and support financial reporting and strategic decision-making. The ideal candidate is a creative, analytical thinker with advanced Excel skills who thrives in a fast-paced environment.

Responsibilities

• Generate detailed annual and quarterly budgets by department
• Maintain ongoing revenue and expense forecasts
• Build ad-hoc models and scenario analyses – revenue, pricing, etc.
• Maintain a variety of reports – commission, KPI dashboard, etc.
• Drive investor and board reporting
• Partner with Equitybee’s teams to drive company-wide planning assumptions
• Lead periodical business reviews, telling a financial story to key leaders
• Own cash flow modeling for company-wide insights

Skills: 

• Financial Modeling: Develop and maintain complex financial models, with a focus on  maintaining our financial models
• Planning & Forecast: Lead the annual budget process and ongoing forecast, ensuring timeliness and accuracy 
• Analysis & Reporting: Analyze financial data, to identify trends, risks, and opportunities, and deliver insights through key business metrics and reporting
• Cross-Functional Collaboration: Work with various departments to support financial planning and modeling 
• Communication: Effectively communicate financial insights and recommendations to stakeholders 

Requirements

• 3-5 years of experience in an FP&A or strategic finance capacity. Experience in accounting, investment banking, or private equity/venture capital will also be considered
• Experience owning a full forecast cycle — from model development to stakeholder presentation
• Bachelor’s degree in Economics, Finance, Accounting, Engineering, or equivalent 
• Superior attention to detail with exceptional organizational skills 
• Ability to manage multiple workstreams and meet deadlines in a high-growth environment
• Professional and collaborative team player who works effectively across functions and adapts quickly to drive results
• A proven track record of accountability, honesty, and dependability
• Comfort using AI tools such as ChatGPT, Excel Copilot, Claude, or similar
• Authorized to work in the United States without restrictions 

Advantages

• Fintech or financial service industry experience. 
• Experience in a fast-growing, tech start-up environment.
• Experience with NetSuite or other accounting systems.
• Marketplace experience.

Benefits  

• Flexible Paid Time Off | Take the time that you need to rest and recharge. We encourage it!
• Dog-Friendly Office | Bring your pup into work and join the EquityBee dog-pack!
• Healthcare, Dental, and Vision Coverage | We offer competitive healthcare & dental plan options for you and your family.
• 401k Match | We’ll match a certain percentage of your contributions as you save for your goals of retiring on a beach somewhere!
• Fun Times | We genuinely enjoy each other’s company, and care about each other as people, so we have frequent team and company events, happy hours, and hangouts.