Senior Financial Analyst - Business Partnering/Controlling
Taxfix, New York, NY, United States
Your Challenge
As a Financial Analyst within FP&A, you will act as a finance business partner to senior stakeholders and serve as a strategic sparring partner to management, challenging assumptions and shaping key business decisions. You will drive cost transparency, budget ownership, and decision support, leading planning, forecasting, and performance management with a strong focus on OpEx control, sustainable cost steering, and value creation, while ensuring financial discipline as the business scales. You will also drive automation and process improvements across planning and reporting, leveraging tools such as Pigment and AI-enabled solutions to increase efficiency, accuracy, and scalability, while taking ownership of efficiency levers that strengthen financial impact. Working closely with budget owners across functions, you will assess ROI, translate strategy into actionable financial plans, and support management and board reporting with high-quality analysis. The role reports to the Director of FP&A and includes close collaboration with key business functions and regular exposure to the management team. Your Responsibilities
Act as finance business partner for selected functions, supporting budget owners in planning, forecasting, and cost management
Own and continuously enhance OpEx tracking and variance analysis vs. budget and forecast
Lead monthly cost reviews, identifying risks, savings opportunities, and efficiency levers, and drive concrete actions to deliver sustainable cost improvements
Support preparation of financial materials for management, board, and financing topics
Take ownership of selected planning areas, including vendor spend and discretionary costs, ensuring disciplined spend management and ROI focus
Prepare and analyse monthly financial reports for internal and external stakeholders, focusing on key cost drivers and accountability
Deliver ad-hoc analysis and deep dives to support strategic and operational decisions
Challenge assumptions and promote data-driven decision-making across the organisation, acting as a trusted advisor to senior leadership
Drive automation within FP&A (e.g. Pigment optimisation, AI-supported analysis, workflow improvements)
Redesign and streamline financial processes to increase scalability and transparency
Lead projects to strengthen cost transparency and overall financial effectiveness across teams
Your Profile
3+ years of experience in FP&A, controlling, or a similar analytical finance role, ideally in a fast-growing or complex environment; alternatively, background in consulting, investment banking, or a highly analytical role with strong exposure to cost and performance management
Strong hands-on experience in budgeting, forecasting, variance analysis, and cost controlling
Excellent Excel skills and experience with planning tools and cloud-based finance systems; proven track record in driving automation and improving planning tools and processes
Proven ability to partner with senior stakeholders, challenge constructively, and explain financial topics in a clear and pragmatic way
Structured, independent thinker with the ability to turn complex data into clear insights and recommendations
Solid understanding of financial statements and accounting principles, with the ability to link P&L performance to operational drivers
Familiarity with unit economics, cost efficiency metrics, and ROI thinking (marketing or operational), beyond high-level financial KPIs
Pragmatic, business-oriented mindset with a strong sense of ownership and accountability
Experience working with data teams and dashboards; SQL, Python, R, or BI tools are a plus
Why Taxfix?
A chance to do meaningful, people-centric work with an international team of passionate professionals.
Holistic well-being with free mental health coaching sessions and yoga.
A monthly allowance to spend on an extensive range of services that you can use and roll over as flexibly as you like.
Employee stock options for all employeesbecause everyone deserves to benefit from the success they help to create.
30 annual vacation days and flexible working hours.
A generous learning budget to support your personal and professional development and guidance from our internal L&D experts.
Work from abroad for up to six weeks every year. Just align with your team, and then enjoy your trip.
Plenty of opportunities to socialise as a team. In addition to internal meetups, our international team hosts regular get-togethersvirtually and in person when possible.
Free tax declaration filing, of course, through the Taxfix appand internal support for all personal tax-related questions.
Have a four-legged friend in your life? We're happy to have dogs join us in the office.
Excited? So are we. Learn more about Team Taxfix on our blog and get a glimpse of our culture. At Taxfix, we believe that incredible things happen when you have a wealth of perspectives and experiences. We're proudly committed to equal employment and development opportunities no matter your gender, race, religion, age, sexual orientation, colour, disability, or place of origin. To help mitigate any potential unconscious biases, we ask that you refrain from including your picture, age, or marital status on your CV. Let your experiences speak for themselves. Not sure if you meet all the requirements for this role? Please apply anyway. You might bring something special to the team that we hadn't considered previously.
As a Financial Analyst within FP&A, you will act as a finance business partner to senior stakeholders and serve as a strategic sparring partner to management, challenging assumptions and shaping key business decisions. You will drive cost transparency, budget ownership, and decision support, leading planning, forecasting, and performance management with a strong focus on OpEx control, sustainable cost steering, and value creation, while ensuring financial discipline as the business scales. You will also drive automation and process improvements across planning and reporting, leveraging tools such as Pigment and AI-enabled solutions to increase efficiency, accuracy, and scalability, while taking ownership of efficiency levers that strengthen financial impact. Working closely with budget owners across functions, you will assess ROI, translate strategy into actionable financial plans, and support management and board reporting with high-quality analysis. The role reports to the Director of FP&A and includes close collaboration with key business functions and regular exposure to the management team. Your Responsibilities
Act as finance business partner for selected functions, supporting budget owners in planning, forecasting, and cost management
Own and continuously enhance OpEx tracking and variance analysis vs. budget and forecast
Lead monthly cost reviews, identifying risks, savings opportunities, and efficiency levers, and drive concrete actions to deliver sustainable cost improvements
Support preparation of financial materials for management, board, and financing topics
Take ownership of selected planning areas, including vendor spend and discretionary costs, ensuring disciplined spend management and ROI focus
Prepare and analyse monthly financial reports for internal and external stakeholders, focusing on key cost drivers and accountability
Deliver ad-hoc analysis and deep dives to support strategic and operational decisions
Challenge assumptions and promote data-driven decision-making across the organisation, acting as a trusted advisor to senior leadership
Drive automation within FP&A (e.g. Pigment optimisation, AI-supported analysis, workflow improvements)
Redesign and streamline financial processes to increase scalability and transparency
Lead projects to strengthen cost transparency and overall financial effectiveness across teams
Your Profile
3+ years of experience in FP&A, controlling, or a similar analytical finance role, ideally in a fast-growing or complex environment; alternatively, background in consulting, investment banking, or a highly analytical role with strong exposure to cost and performance management
Strong hands-on experience in budgeting, forecasting, variance analysis, and cost controlling
Excellent Excel skills and experience with planning tools and cloud-based finance systems; proven track record in driving automation and improving planning tools and processes
Proven ability to partner with senior stakeholders, challenge constructively, and explain financial topics in a clear and pragmatic way
Structured, independent thinker with the ability to turn complex data into clear insights and recommendations
Solid understanding of financial statements and accounting principles, with the ability to link P&L performance to operational drivers
Familiarity with unit economics, cost efficiency metrics, and ROI thinking (marketing or operational), beyond high-level financial KPIs
Pragmatic, business-oriented mindset with a strong sense of ownership and accountability
Experience working with data teams and dashboards; SQL, Python, R, or BI tools are a plus
Why Taxfix?
A chance to do meaningful, people-centric work with an international team of passionate professionals.
Holistic well-being with free mental health coaching sessions and yoga.
A monthly allowance to spend on an extensive range of services that you can use and roll over as flexibly as you like.
Employee stock options for all employeesbecause everyone deserves to benefit from the success they help to create.
30 annual vacation days and flexible working hours.
A generous learning budget to support your personal and professional development and guidance from our internal L&D experts.
Work from abroad for up to six weeks every year. Just align with your team, and then enjoy your trip.
Plenty of opportunities to socialise as a team. In addition to internal meetups, our international team hosts regular get-togethersvirtually and in person when possible.
Free tax declaration filing, of course, through the Taxfix appand internal support for all personal tax-related questions.
Have a four-legged friend in your life? We're happy to have dogs join us in the office.
Excited? So are we. Learn more about Team Taxfix on our blog and get a glimpse of our culture. At Taxfix, we believe that incredible things happen when you have a wealth of perspectives and experiences. We're proudly committed to equal employment and development opportunities no matter your gender, race, religion, age, sexual orientation, colour, disability, or place of origin. To help mitigate any potential unconscious biases, we ask that you refrain from including your picture, age, or marital status on your CV. Let your experiences speak for themselves. Not sure if you meet all the requirements for this role? Please apply anyway. You might bring something special to the team that we hadn't considered previously.