Analyst - Financial Planning & Analysis Atlanta, GA Full Time Mid Level Analyst, Financial Planning & Analysis Location: Atlanta GA Are you looking to join a hungry and humble team of thinkers, creators, and achievers?  You’ve come to the right place.    Jackson Spalding is an award-winning PR and marketing agency that helps brands stand out to move those who matter most.    Fiercely creative and strategic, we work alongside our clients to help them connect with their audience and reach their goals. Jackson Spalding was built on the principle that there had to be a better way to run an agency. That means that we stay curious, have an open mind and ask questions to make sure we consistently achieve excellence with integrity.  ABOUT THE ROLE  The  Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting Jackson Spalding (JS) by providing value-added financial planning, budgeting, and forecasting; operational analysis; KPI driven analytics and trends; benchmarking and executive level reporting; and other ad-hoc analysis to enhance decision making. The Analyst will be responsible for building forecasting models to identify future risks, participate in the month-end close process, and maintain the integrity and accuracy of the financial statements. This  role also will be responsible for supporting JS’ operational business units (i.e., Disciplines) and client account teams, acting as a financial resource and helping them to analyze, manage, grow, and optimize their functions and accounts. This involves: - building partnerships and maintaining strong relationships with internal teams - managing planning processes, developing key management reporting/ dashboards, thought leadership on analytics / reporting architecture, and - providing general finance support for assigned functions.  The ideal candidate is detail-oriented, analytical, and a strong communicator—curious, focused, and able to balance quality with accuracy. The Analyst is an organized, efficient self-starter who works with minimal supervision and demonstrates strong time management and multitasking skills. RESPONSIBILITIES Business Support and Analysis - Proactively work with assigned Disciplines to provide financial management and decision-making support including the allocation of resources against strategic objectives  - Effectively leverage financial information to provide the business timely insight into business performance and opportunities for growth - Conduct strategic and analytical projects in collaboration with Discipline and key account team leads to reach business growth and goals while staying within budget, which may include identifying ideal client team structures, optimizing internal processes, etc. - Produce variance analyses to provide transparency to leaders on how actual performance compares against forecasts and budget Budgeting and Forecasting - Perform in-depth financial variance and trending analyses of key drivers, including detailed margin analysis to identify key trends, risks, and opportunities - Work closely with internal teams to inform headcount and hiring decisions  - Collaborate with CFO to inform near- and long-term financial forecasts, which includes developing annual, quarterly, and monthly financial forecasts - Partner with Accounting on month-end close to ensure accuracy and completeness of revenue, expenses, and explanations of variances to plan Reporting - Lead the development, maintenance, and publication/distribution of relevant and reliable daily, weekly, and monthly performance reporting and analysis of financial and non-financial data - Compile monthly, quarterly, and annual variance analysis and dig into variances; identify risks and opportunities to the budget and forecast  - Drive initiatives to continuously improve and automate forecasting and reporting tools and processes - Leverage business intelligence (BI) tools to deliver meaningful insights into business performance, both internally and externally; maintain relationships with BI tool vendors - Perform ad-hoc analysis and financial modeling in support of key initiatives and required analytics QUALIFICATONS - 4+ years of FP&A or corporate finance experience - BA/BS degree in Finance, Accounting or Economics required   - Excellent interpersonal, oral/written communication skills, with the ability to build trusted relationships with business stakeholders and “tell the story” using financial information - Strong analytical skills and demonstrated expertise in financial modeling, reporting and budgeting  - Ability to clearly link financial results/outcomes to operational performance drivers, while maintaining a high level of integrity, accuracy and ethics, accuracy and precision in your work; be able to maintain confidentiality - General understanding of professional services or marketing agency business model and key drivers, including setting billable rates and optimizing utilization - Excellent Microsoft Office skills, more specifically an expert with Excel - Experience with enterprise resource planning systems primarily used in a professional services environment (e.g., Advantage) - Demonstrated adoption of modern tools for business analytics, such as planning systems, data analysis, and visualization/dashboard tools (Ex: Domo) and willingness to continue learning new approaches - Proficiency with AI tools such as ChatGPT and Claude - General understanding of accounting processes, procedures, and internal controls - Positive collaborative team player with eagerness to learn and add value to the team and organization. - Self-starter who will take initiative; independent in work ethic and thought process, needing little direction - Agility and flexibility to manage multiple, changing priorities and work under tight deadlines This role may require occasional travel. This role is also on a hybrid schedule with in-office presence on Tuesday – Wednesday - Thursday.  EMPLOYEE BENEFITS   We believe that great work starts by taking care of our people. Below are just some of the benefits we provide for the JS team.      - World-class health care insurance     - Profit sharing     - Unlimited sick days      - 401k match + personal financial planning     - Flexible work environment: This means that for roles where it makes sense, you’ll have the option to spend some of your time in our incredible workspaces and some of your time working remotely – whether from home or elsewhere.

About Us Narmi is how community financial institutions unlock the very latest capabilities in digital banking, account opening, and lending so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the U.S. The results speak for themselves: our customers have grown deposits, revenue, and customer satisfaction, with one of the first institutions powered by Narmi recognized by Bankrate and NerdWallet for delivering the #1 digital banking experience in the country. The roleWe're hiring a VP of Finance & Accounting to lead Narmi's finance and accounting organization into its next stage of growth. You'll own the full function: strategic finance, FP&A, accounting, and all areas of compliance. You'll sit on the leadership team and partner directly with the founders and board on the decisions that shape where Narmi goes next. This is a high impact role. Importantly, you’ve done this before. You’ll get some quick wins on the board and apply your experience to help us scale quickly and avoid mistakes. You’ll bring a seasoned view to our Leadership Team but also a strong execution-oriented attitude. You'll inherit a mature team, clean books, and a finance function that runs well. Your job is to keep the "running well" part intact while also "setting up for what's next," whether that's continued growth, fundraising, or something bigger. What you'll ownStrategic Finance & FP&A - Annual planning, forecasting, and board reporting - Business partnering with go-to-market, product, and engineering leaders. Specifically on pricing and margin strategies for new and existing products. - M&A readiness, deal modeling, and diligence support - Capital strategy and treasury - Fundraising support and investor relations Accounting & Controllership - Month-end close, financial reporting, and GAAP compliance - Annual audit, tax filings, and 409A process - Internal controls and audit readiness - Direct oversight of accounting operations Team & Leadership - Manage and develop the FP&A Manager and Accounting Manager - Assess and build the finance team as Narmi scales - Set the bar for how finance partners with the rest of the company What you bring - 10+ years of finance experience, with direct ownership of both FP&A and accounting/controllership functions - Prior startup experience in a high-growth and lean environment - Track record of scaling finance and accounting organizations through a meaningful growth phase - GAAP fluency and direct experience running an annual audit - Strong analytical and financial modeling skills - Comfort in a fast-paced, founder-led environment - History of being a strong partner to go-to-market and product leaders Bonus points - CPA - Fintech, B2B SaaS, or financial infrastructure background - Banking or banking-as-a-service exposure - Public company readiness, IPO, or M&A experience CompensationThe base pay range for this role is $245,000 – $280,000 per year. At Narmi, how we work is just as important as what we build. We call this The Narmi Standard: - High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care. - Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity. - Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a northstar to anchor your efforts to that goal. - High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not from a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at security@narmi.com

• Analyze and assess practical advisory scenarios related to budgets, emergency funds, debt management, retirement planning, and investment decisions designed for average households. • Evaluate AI-generated suggestions for their appropriateness, clarity, compliance, and practical applicability for W-2 employees and middle-income families. • Record the progression of real advisor-client discussions, including goal prioritization, exploring trade-offs, and guiding clients through key decision points. • Outline decision-making frameworks, common heuristics, and benchmarks frequently employed in practice (such as cash reserve goals, debt repayment priorities, and retirement contribution rates). • Provide straightforward, easy-to-understand written feedback aimed at improving AI explanations, recommended next steps, and client communications. • Detect and highlight any compliance or risk-related concerns, focusing on a fiduciary, client-centered approach and advising appropriate referrals (e.g., to CPAs, attorneys, or insurance specialists). • Support the creation and refinement of workflows and procedures that embody best practices in everyday personal finance advising.

• Analyze realistic financial planning scenarios that mirror typical client discussions, including budgets, emergency funds, debt repayment, retirement planning, and more. • Assess AI-generated recommendations for their appropriateness, clarity, and practical application for mainstream and mass-affluent households. • Explain how you would lead advisory conversations—covering question frameworks, setting goal priorities, and discussing trade-offs (e.g., mortgage payments versus 401(k) matching, debt repayment versus investing). • Communicate actionable decision-making guidelines and common rules of thumb used with real clients (such as cash reserve goals or savings rate targets). • Provide written feedback aimed at improving AI-generated explanations, suggested next steps, and trade-off presentations—emphasizing clear and empathetic language for non-expert audiences. • Identify compliance and risk factors, advising when to remain within scope or refer clients to specialists such as CPAs, attorneys, or insurance professionals.