Associate, Financial Planning & Analysis

Posted 2 Days Ago
Chicago, IL
Hybrid
Junior
Fintech • Software • Financial Services
Avant champions every customer on their financial journey and moves financial lives forward.
The Role
As an FP&A Associate, you will analyze financial trends, present insights to leadership, lead financial planning cycles, develop forecasting models, and identify cost-saving opportunities. You will work closely with cross-functional teams to streamline processes and enhance decision-making through data-driven insights.
Summary Generated by Built In

Join our team as an FP&A Associate and make a real impact from day one. In this role, your analytical expertise will drive the strategic direction of the business, streamline planning and reporting, and shape decision-making through actionable insights. You’ll work alongside business leaders, guiding key financial strategies and developing processes that keep us agile and growth-focused.

What You’ll Do at Avant:

  • Analyze Trends & Key Metrics: Dive into key performance indicators across revenue, expenses, and capital expenditures to identify impactful trends and support decision-making.

  • Present to Leadership: Create executive-ready presentations that effectively communicate your analyses to our executive team, investors, and board members

  • Lead Financial Planning Cycles: Support and enhance critical planning cycles, including the Annual Budget, Monthly Financial Forecast, and Long-Term Financial Plan

  • Build Tools for Success: Maintain and enhance our FP&A platforms and dashboards, ensuring our business leaders have the latest insights at their fingertips

  • Support Strategic Cost Efficiency: Partner with cross-functional leaders to uncover cost-saving opportunities and drive operational improvements

  • Develop & Refine Financial Models: Design and optimize forecasting models that increase accuracy and deliver valuable insights to guide the business forward

  • Conduct Competitive Analysis: Use competitive research to inform strategy and recommend actionable initiatives


If you’re passionate about using your financial acumen to drive business outcomes, this role offers a unique opportunity to grow your expertise, work closely with leadership, and influence our financial strategy directly.

Why you are a fit at Avant

  • Bachelor’s Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering) or comparable experience

  • 2+ years of experience in financial planning & analysis, financial modeling, consulting, investment banking or related field

Preferred Qualifications:

  • Master's Degree in Business Administration (MBA), Accounting, Finance, or Economics

  • Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified Financial Manager (CFM)

  • 4+ years of experience in financial analysis and financial modeling

  • Advanced experience in Microsoft Excel and PowerPoint

  • Experience with Hyperion Essbase, Workday Adaptive Planning or similar planning tools

  • Excellent verbal and written communication skills

Check out our Avant Blog!

We believe that a diverse set of backgrounds and experiences helps us create the most innovative solutions for our customers. We invite you to apply to our positions even if you do not meet 100% of the qualifications listed in the description. If you’re passionate about our mission and aligned to our values, we hope you’ll come contribute to our awesome culture.

Why Avant is the place for you:

At Avant, we believe our values make a difference:

Authenticity. We show up to work as our whole selves and make sure others can too.

Collaboration. We can only succeed when we do so as a team.

Problem-Solving. The harder the problem, the more satisfying the solution.

Customer. We are all owners of the customer experience.

Initiative. Plan. Adapt. Get Sh!t Done.

We believe that great ideas come from anyone and anywhere, that everyone is an owner who drives change, and that we have more fun when we work together. We're problem solvers who love collaborating with intelligent and highly-motivated people to reshape the face of digital banking. Avant offers terrific perks and benefits, fun social events with employees who actually like hanging out together, and a flexible growth environment where trying your hand at new projects and being the active owner of your career path is encouraged and supported.

Some of our benefits include:

  • Choice of great Medical, Dental, and Vision Insurance Plan options

  • 401(k) Match

  • Unlimited Paid Time Off

  • Flexible Work Environment

  • Generous Paid Parental Leave

  • Lunch Allowance (Fooda) and In-office Snacks

  • WFH Stipends for our Remote Employees

  • Access to LinkedIn Learning for Professional Development

  • No Meeting Wednesdays - (a.k.a. planned time to Get Sh!t Done)

  • Summer Fridays

  • Fun In-Office and Virtual Social Events

  • And who doesn’t love the swag

This position may require you to be fully vaccinated against COVID-19. If required, you'll be asked to provide proof that you’re fully vaccinated upon your start date or before working in or visiting our Chicago office. You’re considered fully vaccinated two weeks after you receive the second dose of a two-dose vaccine series (e.g., Pfizer or Moderna) or two weeks after a single-dose vaccine (e.g., Johnson & Johnson/Janssen). Failure to provide proof of vaccination may result in termination. Subject to applicable law and requests for accommodation.

Top Skills

Excel
PowerPoint

What the Team is Saying

Margaret
Dave
Sharity
Pritam
The Company
Chicago, IL
250 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Avant provides its customers access to the financial tools they need to move their financial lives forward. The financial marketplace is changing every day, and Americans recognize that financial companies can and should be delivering better, smarter products. We’re disrupting the marketplace and connecting middle income consumers to the financial products they deserve. We make our products with our customers in mind at every step of the process. We’re about being seamless and speedy, bringing our customers mobile-first experiences that are surprisingly simple and delightfully easy.

Over the years, Avant has continued to streamline the online borrowing process. Backed by some of the most well-regarded investors in the fintech space, it has helped more than 2 million people get the funding they deserve. Avant remains committed to its founding vision to create new solutions that help move financial lives forward. Every day, our growing team helps more people across the country pursue their financial goals.

To move our customers' financial lives forward, it takes an inclusive culture where every employee feels like they can make a valuable contribution, as well as a commitment to investing in the communities where we live and work. Our social impact mission to "Put People First" is the foundation that informs all facets of our teamwork model and our business strategy.

Why Work With Us

At Avant we believe that ideas are more important than titles, everything is more fun together, everyone drives change, and everyone is an owner. Nothing excites us more than having the ability to collaborate with intelligent, highly-motivated and talented people on challenging problems as we work to change the face of digital banking.

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Avant Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
Chicago, IL

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