FP&A Analyst

Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals.

As industry leaders yes, we really are leaders. We partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.

Requirements:

Bachelor's Degree in Accounting / Economics / Business Administration
3-5 years’ experience as a financial analyst / FP&A analyst
Knowledge and proven experience in building and working with models
Proven experience in creating presentations for managers and / or board members
Advanced Excel skills (financial modeling, lookups, complex data formulas, etc.) - Must
Experience with ERP systems (NetSuite/Priority/SAP), BI tools (Tableau/PowerBI/Looker), and familiarity with CRM platforms (Salesforce or similar)– Advantage
Proven experience utilizing AI tools and/or modern FP&A platforms to enhance financial analysis, automate workflows, and drive efficiency – Advantage
Previous experience as Finance Business Partner – Advantage
Previous experience in an Economics Department of an Accounting firm / Consulting firm / High-Tech / Investment Bank / Venture Capital – Advantage
CPA - Advantage
Fluency in both Hebrew and English
Independent, accurate, professional

About the position:

We are looking for a motivated FP&A analyst to join our finance team.

The role is very broad, and you will get exposure to all finance related aspects as a key financial position supporting our fast-growing company. You will have the exciting opportunity to build procedures, controls and reports that will help grow the success of the company

Responsibilities:

Establishing work methodologies and introducing innovative tools to guide our clients’ business development
Creating economic models and analyzing existing information
Building & maintaining budgets, rolling forecasts, on-going tracking of actual vs. budget analysis
Perform economic decision making analysis to determine present and future financial performance (e.g. pricing, costs, new initiatives).
Preparation of financial analysis & presentations to Management, Board of Directors and Investors
Synthesize research findings into actionable insights, to provide management with decision making tools for new business initiatives
Prepare financial models to support forecast and ad-hoc requests
Analyze the business activity and trends