Job Closed
This listing is no longer active.
Olo is a privately-held company that has built a platform that provides digital ordering and delivery enablement solutions for multi-unit restaurants with 40 or more locations. As
Senior Financial Analyst
Location
New York
Posted
56 days ago
Salary
$77K - $130K / year
Seniority
Senior
Job Description
Senior Financial Analyst
Olo
• Operate as the FP&A subject matter expert on Pigment, improving our existing infrastructure to efficiently forecast revenue and expense, and maintain the 3 financial statements. • Act as a liaison between FP&A and MeltOne, a 3rd party advisory firm helping accelerate our transition from Google Sheets to Pigment. • Collaborate with Business Analytics to drive automated reporting out of Snowflake (leveraging Pigment data) to drive Monthly Reporting Pack (MRP) reporting for Thoma Bravo. • Lead data transfers between models and reporting packages on a monthly cadence, ensuring pixel-level formatting consistency and zero-error data integrity across all materials. • Drive monthly actuals-to-budget reporting, including Revenue and Expense variance analysis. • Support revenue forecast updates by maintaining key assumptions around revenue drivers (bookings, active locations, order volumes, churn) within Pigment. • Assist with ad-hoc requests from Budget owners. Support other ad-hoc requests covering: bonus attainment calcs, cash forecasting, headcount reconciliation, etc. • Assist in reconciling contracted ACV in Salesforce to recognized revenue in Pigment, flagging discrepancies and partnering with Business Analytics, RevOps, and Billing to resolve. • Partner with People Ops on a variety of merit and bonus related Budgeting matters, and all Budget owners in support of the FY27 Budget. • Work with FP&A team members to identify and implement best practices, driving toward better efficiency with our tools and simplification of cross-departmental processes.
Job Requirements
- Highly proficient in Pigment, Google Workspace, Excel, Powerpoint. SQL knowledge is a plus but not required.
- Highly proficient in financial analysis and model building.
- Exceptional attention to detail, including a demonstrated standard for formatting consistency, data accuracy, and presentation quality in materials seen by board of directors and senior leadership.
- Bachelor's Degree in Business, Finance, or Accounting, or equivalent experience.
- 2+ years experience in finance, strategic planning, consulting, etc. SaaS and FP&A function experience are preferred. Restaurant experience is a plus, but not required.
- Excellent communication and interpersonal skills with demonstrated ability to work in a fast-paced and dynamic environment.
Benefits
- 20 days of paid time off
- 10 separate sick days
- 11 holidays, plus year-end closure
- health, dental, and vision coverage for yourself and your family
- 401k match
- remote-office stipend
- a generous parental leave plan
- volunteer time off
- gift matching policy
- and more!
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Capital Markets Sales Manager
Flagstar BankFlagstar Bank N.A. was acquired by New York Community Bancorp, Inc., the holding company for Flagstar Bank N.A.
• Develop and execute a strategic plan to grow the Capital Markets business line • Expand the bank’s presence in capital markets by enhancing relationships with institutional investors • Establish pricing and risk strategies to optimize profitability • Build, lead, and mentor a team of capital markets professionals • Drive collaboration across internal leasing, risk, and credit teams
Senior Manager, Media Investment
TinuitiTinuiti is the largest independent performance marketing firm across TV & Audio, Google, Meta, and Amazon.
• Lead the agency’s S&P strategy across assigned clients. • Interpret and challenge S&P feedback with well-reasoned, evidence-based arguments. • Leverage historical learnings to proactively guide future submissions. • Build and maintain a centralized knowledge base of network interpretations. • Partner with client, account strategy and media investment teams. • Monitor evolving network policies, regulatory developments, and industry codes. • Provide training, documentation, and strategic counsel to internal teams. • Represent the agency in conversations where creative, legal, and business interests intersect.
Underwriter Senior - Remote
Prime TherapeuticsEstablished in 1988, Prime Therapeutics helps people get the medicine they need to manage their health. This company manages pharmacy coverage for patients through employers, healt
At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Job Posting Title Underwriter Senior - RemoteJob Description The Senior Underwriter is responsible for achieving profit, growth, service and expense objectives through the financial analysis and pricing of Prime's book of business. This position is responsible for developing recommendations for pricing terms; offering structure and risk analysis for highly complex and visible cases, primarily in the Health Plan markets that directly impact Prime's goals; profit drivers and the organization's financial value statement. This role serves as subject matter expert on concerns pertaining to underwriting, performance guarantees and other financial considerations. Responsibilities - Evaluates the utilization and financial experience of customers and prospects; primarily focused on complex cases within the Health Plan marketplace - Researches, analyzes, develops and applies advanced knowledge of pricing strategies in the PBM industry; provides underwriting services to determine pricing and monitors accounts to ensure they remain on a profitable basis - Provides support to Sales and Client Engagement, assisting in the development of client presentations and negotiations pertaining to pricing, and performance guarantees - Consults with other departments such as Legal and IT, and participates in meetings as required on issues that have financial implications - Prepares materials and reports, and presents to Senior Leadership and Executive Leadership teams - Acts as a primary source of financial truth in legal contracting of new and existing clients, ensuring detailed contract clauses match the underlying financials and do not put company at additional risk - Develops and maintains a strong positive working relationship with leadership in many areas, including Sales, Network Management, Trade Relations, and Client Engagement, as well as other key business owners within Prime - Trains and mentors less experienced team members - Other duties as assigned Minimum Qualifications - Bachelor's degree in mathematics, accounting, or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required - 7 years of related work experience in Finance or Accounting, including 3 years in the PBM industry - Must be eligible to work in the United States without need for work visa or residency sponsorship Additional Qualifications - In-depth knowledge of mathematical applications used in underwriting function, including the ability to calculate figures such as discounts, proportions and percentages, as well as the ability to apply basic concepts of business mathematics and algebra in underwriting problems - Ability to effectively present information and respond to complex questions in front of Senior and Executive Leadership - Works well under stressful situations with competing deadlines and goals - Excellent written and verbal communication skills - Strong eye for detail and excellent retention of salient details - Advanced level of proficiency in MS Office applications, particularly Excel, Word and PowerPoint Preferred Qualifications - 5 years of finance experience in the PBM industry - 7 years as a Senior Underwriter or Benefits Consultant - Progressive leadership experience Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures Every employee must be able to perform the essential functions of the job and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions, absent undue hardship. In addition, Prime retains the right to change or assign other duties to this job. Potential pay for this position ranges from $94,000.00 - $160,000.00 based on experience and skills. To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page and click on the "Benefits at a glance" button for more detail (https://www.primetherapeutics.com/benefits). Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. Prime Therapeutics LLC is a Tobacco-Free Workplace employer. Positions will be posted for a minimum of five consecutive workdays.
Senior Vice President of FP&A
Nomi HealthRebuilding healthcare with services and technology solutions that deliver easy access to quality, affordable care.
• Serve as a trusted advisor to the CEO, CFO and executive team on financial strategy, growth initiatives, and capital allocation • Provide forward-looking insights that inform business decisions • Identify and assess financial risks and opportunities tied to rapid growth • Lead annual budgeting, quarterly reforecasting, and multi-year financial planning processes • Build and maintain sophisticated financial models to support cash management, pricing, unit economics, investment decisions, and scenario planning • Ensure alignment between strategic objectives and financial plans across all business units • Establish and refine KPIs that drive operational discipline, margin improvement, and scalable growth • Partner closely with business leaders to analyze revenue, cost drivers, profitability, and performance trends • Translate complex financial data into clear, actionable insights for non-financial stakeholders • Lead preparation of board materials, investor presentations, and executive reporting • Develop compelling financial narratives that clearly articulate performance, risks, and strategic priorities




