Financial Analyst - FP&A & AI Analytics

FYIsoft is seeking a tech-savvy Financial Analyst to support and enhance our next-generation FP&A and AI Analytics solutions. This role will work closely with our AI-powered financial analyst platform, Telli, helping shape innovative capabilities for financial reporting, budgeting, forecasting, and analytics.

This is an ideal opportunity for a finance professional who combines strong analytical expertise with an interest in emerging AI technologies and enterprise software solutions.

The position offers significant career growth opportunities across multiple areas of the organization, including:

• Pre-Sales / Solution Engineering
• FP&A Software Consulting & Implementations
• Business Analysis & Product Strategy
• Product Marketing & Competitive Research

Responsibilities

• Support ongoing enhancements and use cases for FYIsoft’s AI Analytics platform
• Assist customers with financial analytics and reporting solutions
• Develop and refine budgeting, planning, and forecasting models
• Partner with Sales and Product teams to build customized software demonstrations and proof-of-concept models
• Analyze financial workflows and recommend process improvements using AI-driven analytics
• Translate finance and reporting requirements into functional product feedback and enhancements
• Present solutions and financial insights to prospective customers and executive stakeholders

Qualifications

• Bachelor’s degree in finance
• MBA required
• 5+ years of experience in financial analysis, FP&A, investment research, corporate finance, or related roles
• Strong understanding of financial statements, budgeting, forecasting, and performance analysis
• Experience working with financial reporting, analytics, or ERP software platforms
• Excellent presentation and communication skills
• Ability to work directly with senior executives and finance leaders
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Self-starter with strong analytical and problem-solving abilities
• Previous software, SaaS, or fintech industry experience is a plus

What We Offer

FYIsoft provides an entrepreneurial, collaborative environment where employees have the opportunity to directly influence product innovation and client success.

Benefits include:

• Competitive compensation
• Bonus and stock option potential
• 401(k) with company participation
• Health, dental, life, and disability insurance
• Vision discount plan
• Paid holidays and paid time off

Salary Range: $130,000 – $150,000 annually, commensurate with experience.

Only candidates selected for further consideration will be contacted. Employment offers are contingent upon successful completion of a background check.

FYIsoft is a drug-free workplace and an Equal Opportunity Employer (M/F/V/H).