FP&A Solutions Engineer

New York, New York, United States

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$100,000 – $125,000Compensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Accounting Software, Financial ServicesIndustries

Requirements

Candidates should have at least one year of experience in investment banking, trading, equity research, or private equity. Strong financial modeling skills and excellent communication skills are required, along with a humble, curious, and high work ethic.

Responsibilities

As a FP&A Solutions Engineer, you will drive customer and product growth by helping customers implement LiveFlow, build complex financial models, and streamline their workflows. You will work hand-in-hand with the product team to enhance the product, manage a portfolio of top customers and expand their usage of the platform, and play a critical role in shaping product development.

Skills

Financial Modeling

Communication

Customer Implementation

Workflow Optimization

Product Feedback

Customer Portfolio Management

LiveFlow

Automates financial reporting and analysis

About LiveFlow

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards. It primarily serves small to medium-sized businesses and accounting firms that use QuickBooks Online for financial management. By integrating with QuickBooks Online, LiveFlow automates the financial reporting process, allowing users to create dashboards that compare budgets to actuals and consolidate data from multiple entities. This reduces the manual effort and time needed for financial reporting. LiveFlow operates on a subscription model, providing clients access to over 100 reporting templates, automatic data refresh, and customizable financial models. Its platform features live data updates and customizable reports, making it user-friendly for businesses aiming to improve their financial reporting and analysis.

Redwood City, CaliforniaHeadquarters

2020Year Founded

$20.7MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Vacation

Company Equity

Risks

Integration with Xero may increase competition with existing Xero partners.

Expansion into the U.S. market could lead to regulatory compliance challenges.

Reliance on QuickBooks Online poses risks if Intuit changes API policies.

Differentiation

LiveFlow automates financial workflows, reducing manual effort for finance professionals.

It transforms Google Sheets into real-time FP&A dashboards, enhancing productivity.

LiveFlow integrates directly with QuickBooks Online, streamlining financial reporting processes.

Upsides

Integration with AI tools enhances real-time insights and predictive capabilities.

Growing remote work trend increases demand for cloud-based financial solutions.

Open banking APIs allow seamless integration with various financial platforms.

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