[Remote] Financial Planning and Analysis Specialist - FP&A Specialist

Note: The job is a remote job and is open to candidates in USA. Russell Tobin is seeking a highly motivated FP&A Specialist to join their growing Finance organization. This role is crucial for enhancing financial planning, forecasting, reporting, and analytical processes while building scalable finance capabilities for a rapidly growing organization.

Responsibilities

• Support the development and enhancement of the FP&A function as part of a broader finance transformation initiative
• Assist in building scalable budgeting, forecasting, financial planning, and reporting processes
• Load budgets and financial data into reporting platforms and support monthly reporting and variance analysis
• Develop and maintain financial models to support forecasting, operational planning, and business decisions
• Strengthen forecasting across revenue, operating expenses, headcount, and compensation planning
• Create and monitor KPIs, dashboards, and performance metrics for executive and departmental leadership
• Analyze business performance to identify trends, risks, and opportunities
• Support implementation and optimization of financial systems and reporting tools, including Vena and HubSpot integrations
• Collaborate cross-functionally to improve data quality, reporting accuracy, and financial visibility
• Contribute to process standardization, documentation, and scalable finance operations

Skills

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• 3+ years of experience in FP&A, Corporate Finance, or a related analytical role
• Strong experience in financial modeling, budgeting, forecasting, and variance analysis
• Advanced Excel and financial reporting skills
• Experience with financial planning/reporting systems (Vena experience is a plus)
• Familiarity with HubSpot or CRM/business systems preferred
• Strong analytical, communication, and business partnering skills
• Ability to thrive in a fast-paced, evolving environment
• Experience helping build or transform FP&A processes in a growing organization
• Comfortable operating in environments where systems and processes are being established
• Interest in leveraging AI and automation tools to improve financial reporting and forecasting
• Self-starter mindset with strong attention to detail and process improvement focus

Benefits

• Comprehensive healthcare coverage (medical, dental, and vision plans)
• Supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
• 401(k)-retirement savings
• Life & disability insurance
• An employee assistance program
• Legal support
• Auto, home insurance
• Pet insurance
• Employee discounts with preferred vendors

Company Overview