Financial Planning Analyst

About ThetaRay

ThetaRay is not just another fintech company — we are global pioneers in AI-driven Anti-Money Laundering (AML) technology, redefining how financial institutions detect threats and secure their operations. Our cutting-edge solutions empower banks, fintechs, and regulators to confidently grow, break into new markets, and launch innovative products — all while staying fully compliant. At our core, we believe that trust is the foundation of every financial transaction, and we’re here to safeguard it with advanced AI that sees beyond the obvious.

Why Join ThetaRay?

At ThetaRay, you'll bring your financial expertise into a purpose-driven environment where AI meets impact. As part of a lean, global team, your insights will directly shape strategic decisions and power our growth. As our FP&A Analyst, you're not just reporting numbers — you're driving the full financial picture.

You’ll support critical functions such as budgeting, forecasting, and scenario planning, while analyzing top-line performance, operating expenses, cash flow, and core SaaS metrics to fuel data-driven decision-making.

Collaborate across departments, influence leadership, and help build the financial engine behind a smarter, safer financial world.

Join ThetaRay — where innovation meets purpose, and finance meets impact.

Responsibilities:

• Budgeting & Forecasting – assist with the annual budgeting and ongoing forecasting processes to support strategic planning.
• Performance Tracking – Monitor core business KPIs and SaaS metrics to evaluate growth, efficiency, and customer behavior.
• Financial Analysis – Analyze variances and trends to identify risks and opportunities.
• Strategic Support – Partner with leadership to shape long-term financial strategies.
• Reporting – Prepare reports and dashboards that deliver clear financial insights.
• Business Partnering – Collaborate with teams to guide financial decision-making.
• Cash Flow Management – Monitor and optimize liquidity for daily operations.
• Cost Management – Identify inefficiencies and recommend cost-saving actions.
  
  

• 2–4 years of experience in FP&A, financial analysis, or a related finance role — required.
• Prior experience in FP&A roles within SaaS companies – a strong advantage.
• Degree in Finance, Accounting, Economics, or a relevant field.
• Part-time position - Availability to work 3 days per week.
• Strong proficiency in Excel and experience building dynamic financial models.
• Familiarity with ERP systems and BI tools (e.g., NetSuite, Power BI, Tableau) — a plus.
• Exceptional analytical skills and business acumen.
• Clear communicator, able to translate data into actionable insights.
• High attention to detail and ownership mindset.
• Fluent in English (spoken and written).