Senior Financial Planning and Analysis Analyst

About the role:

8am is looking for a Senior FP&A Analyst who will be an integral part of our growing Finance team. This is a hands-on role at a private equity-backed Saas & embedded FinTech company. As an FP&A Analyst, you will have exposure to the financial operations of our business with the opportunity to lead projects that improve financial reporting and forecasting. Additionally, you will help consolidate and analyze data from different sources, identify trends, and present insights to partners at all levels within the company.

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

• Prepare financial reports regarding company trends, profitability, and margin structures across our brands and channels
• Partner with business teams to build annual budgets and quarterly forecasts
• Support the company’s month-end close review by identifying and researching variances to prior period, budgeted, and forecasted expenses and then crafting a story to inform the business about financial performance
• Improve weekly and monthly reporting to drive early awareness of developing trends across the portfolio
• Continuously improve the accuracy and timeliness of our financial reporting and customer analytics
• Collaborate cross-functionally on the implementation of internal reporting changes and improvements
• Support real-time business decisions with ad hoc analysis  
• Support the FP&A team with data aggregation and analytics

About you:

• You have at least 3 years of FP&A, private equity, or investment banking experience.
• You have a bachelor’s degree in finance, accounting, or economics.
• You’re an expert in Excel and know how to effectively leverage keyboard shortcuts.
• You have excellent analytical and communication skills, so you can understand the numbers and explain the context to business partners.
• You’re a self-starter with a passion to learn and understand the details and a hard-worker who does what it takes to get the job done.

Bonus Points: 

• Experience in Workday Financials and Adaptive Planning
• Experience with Python for financial analysis
• Deep knowledge of GAAP accounting practices
• Experience with Business Intelligence tools such as Tableau

Why 8am: 

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Here’s how we support our 8Team:

• Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
• Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
• Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
• Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
• Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
• Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
• Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.

At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day.

Diversity, equity & inclusion at 8am:

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. 

Security advisory:

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology.  As such, our Talent Acquisition Team only follows legitimate hiring practices.  We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process.  All interviews take place over phone call, Zoom/Google Meet or in person.  All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.