Financial Analyst, Financial Planning and Analysis (FP&A)

Job Description

Financial Analyst | MongoDB

The Tone:
This is a hybrid role at MongoDB, with required availability in our New York or San Francisco hubs. MongoDB is a global company that has redefined the data platform for the AI era, empowering customers to innovate and disrupt industries with its unified, globally distributed, multi-cloud data platform. This Financial Analyst position is essential for expanding the P&T FP&A team, focusing on critical financial planning, forecasting, and reporting activities. The role is pivotal in partnering with various internal teams and executives to drive informed decision-making, optimize resource allocation, and strategically evaluate, plan, and measure business initiatives that contribute directly to MongoDB’s success.

The TL;DR
• Role: Early Career
• Location: Hybrid, NY/SF hubs
• Pay: $64000–$127000 yearly
• Team: P&T FP&A team
• Mission: To support financial planning, forecasting, and reporting to enable data-driven decision-making and efficient resource allocation.
• Tech Stack: Google Suite, Microsoft Excel, Pigment, Adaptive

What You’ll Actually Do
• Advise Business Partners: Establish and nurture positive relationships with the P&T Finance team, becoming a key advisor by building a solid understanding of business drivers to ensure financial alignment with overall company objectives.
• Develop Financial Models: Construct and maintain detailed financial and operating models to support stakeholders across all budgeting aspects, including comprehensive headcount planning and optimization, and innovate financial forecast input methods for new systems.
• Conduct Strategic Analysis: Perform ad-hoc financial analyses and build insightful models to guide leaders in making efficient operating strategy decisions, optimizing resource allocation, and evaluating investments in product initiatives.
• Manage Financial Close & Reporting: Execute financial month-end close activities, including headcount reconciliations, thorough accrual reviews, and detailed budget versus actuals analysis and reporting.
• Drive Operational Efficiency: Improve and scale business, operational, and financial processes through standardization and automation of reports, effective utilization of internal systems, and by exploring AI tools to enhance reporting capabilities and streamline manual tasks.

The Must-Haves
• Background: Bachelor’s Degree, with a preference for a concentration in finance, business, or economics.
• Experience: 1 to 3 years of experience in Financial Planning & Analysis (FP&A), or a role demanding strong analytical, critical thinking, and quantitative abilities.
• Skills: Proficiency in financial modeling, Google Suite, and Microsoft Excel; demonstrated ability to analyze complex data, draw clear conclusions, and formulate actionable recommendations; highly organized with rigorous attention to detail; excellent oral and written communication skills.
• Bonus: Experience with financial planning tools such as Pigment or Adaptive; prior experience in business partnering, particularly within a technology company.