FP&A Analyst

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Location Type:

Salary: $125,000 - $200,000

Position Overview

Shift5 is redefining the future of onboard operational technology (OT). As a fast-growing scale-up, we specialize in cutting-edge cybersecurity, predictive maintenance, and compliance for OT systems across defense, aerospace, and rail. We are a team of passionate, innovative professionals who thrive in a collaborative environment, driven by a shared mission to revolutionize how fleets operate. By unlocking and democratizing the vast potential of onboard OT data, we help our customers’ fleets run smarter, safer, and more efficiently. Ready to be part of the next frontier in transportation and critical infrastructure? Come join us.

Shift5 is seeking an FP&A Analyst to join our growing Finance team, reporting directly to our VP Finance. If you are excited about helping to build a critical function in a high-growth, mission-driven startup, feel free to apply!

Our Values

• Embrace Truth and Integrity: Base decisions on data, foster open dialogue, and uphold unwavering integrity.
• User-Centric Focus: Prioritize user needs to guide our actions and resource allocation.
• Collaborative & Adaptable: Collaborate for excellence, learning from failures and driving iterative improvements, recognizing every decision's significance.

Responsibilities

• Drive Strategic Alignment: Collaborate across the organization on headcount and workforce planning, ensuring our talent strategy aligns with our financial goals.
• Empower Decision-Making: Craft compelling monthly reporting packages and board-ready materials, providing crystal-clear financial insights to executives and stakeholders.
• Champion Performance: Develop and implement KPIs and dashboards that illuminate performance across all departments, guiding strategic adjustments.
• Own the Financial Narrative: Partner with our finance and function leadership to evolve the creation and evolution of our financial models, including budgets, forecasts, and long-range plans, charting our course for sustainable growth.
• Uncover Key Insights: Dive deep into inventory costs, gross margin trends, and production metrics to identify levers for profitability and operational excellence.
• Be a Trusted Advisor: Provide ad hoc analysis to support critical pricing, product, and operational decisions, translating complex data into clear recommendations.
• Optimize and Innovate: Research and recommend cutting-edge software and tools to revolutionize our FP&A function and enhance efficiency company-wide.

Requirements

• A robust background in FP&A, investment banking, consulting, or a similar analytical role, with a proven track record of strong financial modeling.
• Highly organized and articulate, comfortable presenting complex financial information to executives and cross-functional teams.
• Knowledge-hungry self-starter with a low ego who thrives on operating independently, figuring things out, and driving initiatives forward.
• A genuinely nice person who collaborates seamlessly with others.
• Experience with both software and inventory-heavy or manufacturing businesses is a bonus.
• U.S. Person status is required as this position needs to access export-controlled data.

How You’ll Develop Professionally

• Cultivate Executive Presence: Develop your skills in presenting and synthesizing complex financial concepts within a dynamic and highly capable team.
• Influence Strategic Investment Decisions: Play a central role in key investment decisions for a rapidly growing organization targeting a multi-billion dollar market opportunity.
• Implement Cutting-Edge AI Tools: Collaborate with leadership to deploy innovative FP&A tools that will drive the future of work.
• Drive Mission Impact: Experience your day-to-day work as it directly impacts a mission-driven organization dedicated to improving the critical defense and infrastructure posture of the United States and its allies.

Compensation & Benefits

• Base Salary: $125,000 - $200,000