Financial Planning & Analysis (FP&A) Analyst

Description

About U.S. CAD, An ARKANCE Company:

U.S. CAD, An ARKANCE Company, is a leading provider of AECO technology solutions. In June 2023, ARKANCE acquired U.S. CAD. ARKANCE was established in 2018 to become the leading digitalization partner for the AECO and manufacturing industries. Through its Partner to Build Smarter strategy, ARKANCE is a major global technology and services provider with over 40,000 customers worldwide and an Autodesk and Bluebeam Platinum Partner. ARKANCE delivers its purpose-built in-house solutions that integrate with Autodesk products under the Be.Smart Portfolio to improve project outcomes. To learn more, view our corporate brochure or visit U.S. CAD.com or arkance.world. 

Position Overview

The FP&A Analyst will play a crucial role in supporting the company's financial planning, budgeting, forecasting, and analytical processes. Operating within an international framework, this role demands a collaborative mindset, the ability to meet critical deadlines, and a strong sense of ownership. The analyst must be a self-starter capable of thriving under pressure while delivering actionable insights that help shape financial strategy and drive business performance. Success in this role requires a solid foundation in accounting, operational finance, and strategic thinking.

This position offers a hybrid work schedule - commuting to Irvine, CA, at the company’s headquarters. 

Qualifications

· Bachelor’s degree in finance, accounting, economics, or related field. Advanced degree or professional certification (e.g., CFA, CPA, MBA) is a plus.

· Eight (8)+ years of experience in financial planning and analysis, corporate finance, or related roles ideally experience in SAAS/Software/B2B industry.

· Strong command of financial statements (P&L, Balance Sheet, Cash Flow).

· Proven ability to synthesize complex financial data into concise, business-relevant insights.

· Excellent interpersonal and communication skills, capable of building relationships across diverse global teams.

· Comfortable working independently while contributing within cross-functional teams across time zones.

· Demonstrated ability to manage multiple priorities under tight deadlines.

· Experience in NetSuite, SAPBFC, PowerBI and other accounting software highly desired.

Essential Functions

Financial Modeling

· Partner with global functions including Accounting, Sales Ops, and Services to support financial planning and margin optimization.

· Build and maintain robust financial models to assess business line performance and forecast outcomes.

· Deliver ad-hoc analysis to guide management decision-making under tight timelines.

Financial reporting

· Analyze and interpret financial results, highlighting key variances against budgets, forecasts and prior periods. Identify trends, patterns and areas of concern or opportunity. Provide recommendations for improvement.

· Monitor production of operational and financial KPI for required Management reporting as per specific calendars.

· Produce monthly business review for Management and Arkance Leadership Team 

· Prepare accurate and insightful financial reports, presentations, and dashboards for Management.

· Prepare financial modeling of sales results, expectations and projections

· Maintain confidentiality of financial information and relevant data

Budget & Forecasts

· Build financial budgets & forecasts to support Management in meeting expectations, targets and required results

· Provide guidance and support to Business Unit Leaders in developing their budgets and forecasts

· Support budgeting and forecasting presentations to internal management & external stakeholders

· Design relevant models & templates

· All other duties as assigned

· Duties and assignments are subject to change

Other Requirements

• Ability      to adapt in a high-performance, deadline-driven culture.
• Proactive      in identifying process improvements and offering innovative financial      solutions.
• Willingness      to take ownership and initiative in a collaborative team setting.
• Flexible      evolving priorities and organizational needs.

Physical Requirements:

• Requires prolonged period of sitting, with occasional standing

• Continuous use of computers and other office equipment

Company Culture & Core Values

Culture

· Open and consistent communication at all levels

· Fun atmosphere: Happy employees are productive employees

· Lead by example

· Respect for people and process

· One team: Whether we succeed, or we fail, we do so together

· Creativity and “outside the box” thinking is highly encouraged

Core Values

· Honesty & Integrity: Words and actions in complete alignment

· Commitment to Excellent Service: Providing quality work and follow-through

· Accountability: Responsible to our coworkers, our customers and ourselves

· Trust and Mutual Respect: The foundation for win-win relationships

Pay range for this position: 

$100,000 - $160,000 (commensurate with experience and qualifications)

Equal Opportunity Employer/Veterans/Disabled