FP&A Lead

The FP&A Lead at Urbint is responsible for financial planning and analysis, which includes managing budgeting, forecasting, and long-term planning processes. This role requires developing complex financial models to support decision-making, conducting variance analyses to provide actionable insights for executive leadership, and fostering relationships with business unit owners to ensure financial targets are met.

To be considered for the FP&A Lead position at Urbint, candidates should hold a Bachelor’s degree in Finance, Accounting, Economics, or a related field. Preferably, they will have a CPA, CA, MBA, or CFA. A minimum of 7 years of progressive experience in FP&A, especially within a venture-backed B2B SaaS company, and strong financial modeling skills are essential.

The FP&A Lead at Urbint is pivotal in the decision-making process by providing critical financial analysis and data-driven recommendations. This role involves partnering with cross-functional teams and top-level management to guide decisions that drive growth and efficiency, ensuring that initiatives are aligned with company objectives.

The FP&A Lead at Urbint should possess advanced skills in financial modeling and forecasting, particularly in Excel. Familiarity with tools like PowerBI for dashboarding and knowledge of data processing with OLAP cube and ETL processes (like PowerQuery) are also important. Additionally, understanding SaaS metrics and key performance indicators is crucial for success in this role.

Urbint promotes a mission-driven work culture that emphasizes trust, teamwork, and making a real impact in our communities. As the FP&A Lead, you will collaborate with diverse teams in a remote environment where your insights and contributions are valued. The company’s core values are lived out daily, fostering a supportive atmosphere for professional growth.

When discussing your experience, provide specific examples of how you have developed financial models that analyze SaaS metrics like ARR, payback periods, and customer lifetime value. Highlight your understanding of these metrics and showcase how they influenced business decisions.

In answering this question, share your process for conducting variance analysis, including the tools and data sources you utilize. Explain how your findings lead to actionable insights that help improve financial performance, and give examples of how your analyses have impacted strategic decisions.

Discuss an experience where you simplified complex financial concepts for stakeholders who may not have a financial background. Explain your approach in distilling information into clear and concise insights, and what tools or techniques you used to communicate effectively.

Outline the strategies you have implemented for budgeting and forecasting, citing specific methodologies you’ve found successful. Mention the importance of aligning these processes with overall business objectives and how you ensure accuracy and relevance in your forecasts.

Share the resources, professional memberships, and ongoing education techniques you employ to stay informed about regulatory changes. Emphasize your commitment to compliance and how it affects financial reporting and operations within organizations.

Discuss specific initiatives you have taken to enhance FP&A processes, such as automation of reporting, improved dashboards, and best practices integration. Provide examples of how these improvements positively affected efficiency and decision-making capabilities.

Be prepared to discuss a specific financial decision you influenced or led that resulted in substantial benefits for the company, such as optimizing a product line's profitability or identifying cost-savings opportunities that improved margins.

Describe the techniques you use for prioritization, such as assessing urgency vs. importance, stakeholder input, and alignment with strategic goals. Highlight how your organizational skills and adaptability allow you to manage your workload effectively.

Talk about the specific technology tools you commonly use for financial analysis, such as PowerBI and advanced Excel functions. Illustrate how technology enhances your ability to analyze data accurately and efficiently, leading to better decision-making.

Share your motivations for wanting to work at Urbint, tying in your passion for leveraging financial skills to make a positive impact on safety through technology. Discuss how Urbint’s mission aligns with your professional values and the excitement you feel about contributing to such a purpose-driven company.