Senior Financial Analyst, Fp&a

Socure Socure · Vertical AI · New York, NY · Hybrid · Fin/Ops

This role is for a Senior Financial Analyst, FP&A at Socure, a fintech company focused on identity verification and fraud prevention. The role involves owning expense budgeting, forecasting, and strategic planning, partnering with functional leaders, and providing financial analysis to support decision-making. Responsibilities include financial modeling, ensuring model integrity, driving the budgeting and forecasting process, reporting key metrics, supporting the transition to an FP&A software platform, providing data-driven recommendations, acting as a strategic advisor, automating processes, and enabling real-time reporting through BI tools. The ideal candidate has 3+ years of experience in investment banking, private equity, or FP&A at a high-growth tech company, with strong financial modeling and quantitative skills.

What you'd actually do

  1. Own the mechanics and accuracy of the company’s three-statement financial model with a primary focus on expenses.
  2. Responsible for the models’ core assumptions, quality, accuracy, and timeliness to ensure reliable forecasting.
  3. Drive the annual budgeting and quarterly forecasting process, collaborating with department heads to align financial goals with strategic priorities.
  4. Monitor and communicate key performance indicators to executives across the company.
  5. Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability.

Skills

Required

  • Bachelor’s degree in Finance, Accounting, Economics, or a similar quantitative discipline
  • 3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company.
  • Extensive financial modeling experience.
  • Strong quantitative skills to interpret data, identify trends, and make data-driven recommendations.

Nice to have

  • Ability to work 100% remotely.
  • Exhibit a strong work ethic with a high sense of urgency and ability to deliver results within tight deadlines.
  • Display a high level of curiosity and desire to understand the business at a deep level.