Senior FP&A Analyst (Remote)
AuditBoard$88,000 - $132,000/year
- Full Time
- Senior (5 to 8 years)
$30,000 – $35,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Position Overview
- Location Type: Remote
- Job Type: Contract
- Salary: $30 - $35 Hourly Rate
- Duration: 4 Month Contract
- Hours: 35-40+ billable hrs per week
- Employment Type: 1099
Facet is seeking a Financial Operations Consultant to support financial planners in providing comprehensive financial planning to members. This role involves data confirmation, verification, and labeling, aligning with the Facet Planning Philosophy and applying planning knowledge to member situations to ensure a consistent member experience.
Who You Are
- Mission-driven: Deeply connected to Facet's mission of helping people reach their financial goals.
- Quality-focused: Passionate about delivering exceptional, high-quality work as part of a team.
- Tech-savvy: Comfortable learning and mastering new software, including proprietary AI tools.
- Detail-oriented: Possesses an exceptional ability to focus on minute details and thrives on repetitive tasks, ensuring accuracy.
- Analytical: Enjoys finding errors within financial documentation on a day-to-day basis.
- Organized: Adept at managing workload and prioritizing tasks to meet deadlines.
What You'll Do
- Data Verification: Review and verify financial data daily, meticulously examining various financial statements (mortgages, IRAs, pay stubs, etc.) to ensure accuracy within Facet's systems.
- Discrepancy Identification: Identify and document discrepancies with a keen eye for minute details, efficiently finding and documenting errors in financial documentation.
- Planning Support: Provide accurate financial details to Certified Financial Planners (CFPs) to help them build better roadmaps for members more quickly.
- AI Model Training: Train AI models using financial planning knowledge to recognize key member information, ensuring it's accurately recorded in planning software.
- Tool Expertise: Become an expert user of Facet's proprietary AI tools, ensuring planners have the necessary data for comprehensive financial plans.
- Efficiency Management: Ruthlessly manage task lists, calendars, time, and other responsibilities to ensure maximum efficiency.
Requirements
- Experience as a Paraplanner or Financial/Investments Operations Associate is highly preferred.
- CFP® designation or CFP® Candidate is a plus.
- 1+ year of financial industry experience.
- High attention to detail and a drive to complete high-quality work.
- Technology savvy individual capable of working within proprietary systems; Google Sheets and Document AI are a plus.
- Exceptional time management and communication skills are crucial for success.
Company Information
- Department: Not specified
- Published: 2025-06-09
- Workplace: Remote
- Language: English
Skills
Financial Data Verification
Financial Documentation
Data Analysis
Attention to Detail
AI Model Training
Financial Planning Software
Proprietary AI Tools
Time Management
Organizational Skills
Facet
AI platform for professional image generation
About Facet
Facet provides a collaborative platform for generating high-quality images using AI technology. It is designed for creative professionals such as graphic designers, photographers, and digital artists who need customizable images for their projects. Users can access advanced AI tools through a subscription model, which allows them to generate and refine images efficiently. Facet differentiates itself from competitors by focusing on a user-friendly experience that enhances both productivity and creativity. The company's goal is to empower creative professionals by streamlining the image creation process, making it easier for them to produce the visuals they need.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$15.1MTotal Funding
EARLY_VCCompany Stage
Consumer Software, AI & Machine LearningIndustries
1-10Employees