Senior Analyst, FP&A

Lob was founded in 2013 by technical co-founders with a vision to connect the world one mailbox at a time. Today, we're transforming the way businesses use direct mail and bringing the power of technology to a traditionally manual channel.

Our modern logistics and fulfillment engine helps businesses to build and scale high-quality, personalized direct mail programs without the operational burden. As we grow to meet the evolving needs of our customers and expand our product offerings, we’re building a team to shape the future of direct mail.

Senior Analyst, FP&A

We are seeking a Senior Analyst, Financial Planning & Analysis to help deliver mission-critical insights to our business. In this position, you will be a key member of the finance team and will be responsible for building and improving forecast models, providing strategic decision support for Management through ad hoc analysis, and partnering cross-functionally to build and manage departmental budgets. You will uncover & deliver insights to the leadership team and advise important business decisions that impact Lob’s customers, partners, and employees.

As the Senior Analyst, FP&A, you’ll…

• Build, maintain and enhance Lob’s company financial model.
• Work with Management and functional leaders to monitor progress against the annual budget and regularly update forecasts.
• Prepare and review monthly reporting packages including detailed financial analysis; contribute insightful financial commentaries and documents to support key financial deliverables.
• Assist Management to identify and evaluate strategic initiatives and M&A opportunities; coordinate projects to address these strategic opportunities / risks.
• Develop and standardize reporting across orgs to educate and influence key stakeholders.
• Provide analytical support for cross-functional partners including: sales, marketing, operations and product.
• Generate insights into drivers of our business leveraging statistical methods and participate in extending and developing internal tools used for this purpose.
• Create meaningful presentations for Management, Lob’s Board of Directors, and investors (both current & potential).
• Assist in executing ad hoc business-critical reports and analyses.

What will you bring to this role…

• 4-8 years of relevant professional experience in a highly analytical role including:
• 2+ years of consulting, investment banking, and/or private equity
• 2+ years of operational finance experience at a high-growth company (prefer experience with a consumption-based business model)
• Expert level of proficiency with Microsoft Excel, Google Sheets, PowerPoint & Google Slides and demonstrated experience in modeling, analysis, research and presentation creation.
• Proven track record of defining and executing quantitative analyses with limited supervision; exceptional analytical, mathematical, and problem-solving skills.
• Strong attention to detail and pride in accuracy.
• Resourcefulness when it comes to researching and gathering data to make informed business decisions around products and features.
• Comfort in dealing with and solving ambiguous, novel, and unpredictable challenges in a timely manner.
• Excellent written and verbal communication skills.

We invite you to apply if you possess even some of the following:

• Previous experience in cross-functional role.
• Master’s in Finance, Operations Research, Statistics, or related quantitative discipline.
• Hands-on experience with MPP databases, such as Redshift and BigQuery.
• Proven ability with NetSuite and FP&A software.
• Experience using AI tools for finance / FP&A
• SQL, Looker, R or Python skills (preferred).
• Grit, creativity, hustle, and a hands-on approach.
• Passion for Lob and our mission.

Position is open only to US remote-based candidates in Eastern or Central time zones

Compensation information

This position is structured to receive a base salary + Restricted Stock Units

Annual base salary: $125,000 - $145,000

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