FP&A Analyst at PerkSpot

| Chicago
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Work directly with America's best employers to bring joy to millions of employees!

Hi, welcome to PerkSpot. We’re looking for a smart and organized FP&A Analyst to join our team and analyze financial performance to help the company meet our goals, track results, and achieve growth.

At PerkSpot, we are looking for a new team member to join the Financial Planning and Analysis team who will help us build out processes to support PerkSpot initiatives. In this role, you’ll be partnering closely with the FP&A Manager, as well as working with stakeholders across the organization, to measure KPIs and analyze financial performance with the goal of helping the company meet our goals, provide insights on financial performance, and support the business in scaling towards high growth.

About PerkSpot 

PerkSpot is an employee benefits company that works with America’s top employers to offer exclusive discounts, rewards, and recognition to millions of employees. These exclusive perks and savings are a great recruitment and retention tool that allows employees to take advantage of unique opportunities and feel great about the company they work for. We help employees from over 1,000 companies like Spotify, Walgreens, McDonald's, and Lyft save on everything from gym memberships and movie tickets to electronics, new cars, and travel.

Profitable and growing, our company was founded in 2006 by good people with a great vision, and we’re carrying on the work they started. In 2018, our company was proud to announce an additional investment of $50 million dollars from Susquehanna Growth Equity. As we continue to grow, we’re excited about our leadership position in the industry, but we’re also committed to doing more - developing better products, reaching more employers, and getting more employees engaged with our platform. Our passion is to make every place a great place to work, starting with our own. We’re a big platform, but a small team. That means we’re going to trust you with more responsibility than you’d have anywhere else and invest in your success and growth more than any other employer.

Meet the Finance Team

The position reports to the FP&A Manager and collaborates with the FP&A Analyst and CFO. 

Life as a FP&A Analyst:

  • Producing monthly and weekly reports which include key metrics, insights into financial results, and variance reporting 
  • Monthly Budgets vs Actuals reporting and meetings with budget owners 
  • Collaborating with the full Finance team to drive the monthly forecasting and annual budgeting process 
  • Partnering with stakeholders across the organization to develop business cases and evaluate ROI for strategic initiatives 
  • Providing ongoing analysis and project support to management to achieve growth
  • Identifying opportunities for performance improvement across the organization 

What we’re looking for:

  • 2+ years of finance experience
  • An Excel wizard and comfortable working with large data sets
  • Excellent analytical, decision-making, and problem-solving skills
  • Able to work effectively with colleagues cross functionally 
  • Self-leadership: an ability to take ownership of work and show initiative as needed 
  • Ability to thrive in a fast-paced, entrepreneurial, and dynamic environment
  • Attention to detail and accuracy required
  • Innately curious with the desire to learn
  • Experience with Salesforce and Domo are a plus
  • Bachelor’s degree – in Accounting or Finance

Your First Few Months: 

In your first few months, you will meet the team and immerse yourself in the culture of PerkSpot. You’ll learn the ins and outs of the business and how we collaborate and win as a company. As a key member of this team, you will become familiar with the financial reporting and accounting processes to understand how our team impacts the greater business. Additionally, you’ll gain an understanding of overall KPIs, as well as success drivers and metrics for the individual departments of PerkSpot. 

The Perks of Working at PerkSpot

We’re a big platform, but still a small team. That means we’re going to trust you with more responsibility than elsewhere, and invest in you more. You’re going to grow – a lot.

We work out of our office in Chicago’s River North neighborhood. When we are in the office, we dress how we like, encourage flexible hours and an open time-off policy, stock a good beer selection, and we’re pretty obsessive about our coffee. Most of all, we welcome good people with lots of energy and enthusiasm.

PerkSpot offers the full suite of benefits you’d expect from a profitable, established company, including health and dental insurance, a generous parental leave policy, 401(k), pre-tax transit benefits, and fully-funded disability coverage. We have in-office bike storage, a private gym, and a shower on-site.

We hold weekly company get-togethers where we learn from what went wrong and celebrate what went right. Every week at PerkSpot, we aim a little higher and get a little bit better than the previous week.

Because we consider every member of our team to be a fundamental part of our success, we encourage everyone to be invested in our success, regardless of their position. We want every one of our employees to think like an owner: put in the effort to exceed expectations, solve problems before they come up, and always go the extra mile. It’s this drive to succeed that makes PerkSpot such an interactive and fulfilling place to work. 

Chicago + Remote: We have a solid footprint in Chicago, but we also hire exceptionally talented people who reside elsewhere.

We love the friendships we've forged in our Chicago office. But let's be real; things have changed. We don't plan to all return 100% in-office, but our office and gym are open on an optional basis for all employees who feel comfortable, including happy hours and team events. However, because culture and relationships are important to us, all candidates should be open to being in-office with their teams at pre-arranged times throughout the year. The specifics vary by role, so please discuss your plans with the hiring team. 

How to Apply

All applications will be kept strictly confidential. Please submit a resume AND cover letter (we know it is old school, but a cover letter is very important to us) telling us how you stack up to the qualifications, plus any other information you feel would be relevant to PerkSpot. Don’t be afraid to show your spark and personality!

All positions require a full background screening.

Offering a diverse, equitable, and inclusive culture is a priority at PerkSpot. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

 

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • .NET CoreLanguages
    • jQueryLibraries
    • ModemizrLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • Elastic SearchDatabases

Location

320 W Ohio St, Chicago, IL 60654

An Insider's view of PerkSpot

What's something quirky about your company?

We get to bring our furry friends to keep us company and remind us that there is always someone looking up to you.

Levi

Accounting Manager

What projects are you most excited about?

The projects that excite me most are ones where I collaborate with different departments to create something that really effectively markets our company, both internally and externally. These projects are always the ones that help deepen my understanding of our company and how we work, which is vital for a marketing professional.

Amy

Content Marketing Associate

What makes someone successful on your team?

A successful PerkSpot AM takes pride in providing superior customer service to our clients and is dedicated to being their partner-in-crime throughout their efforts to inspire employees. A love for rescues is also a must.

Becky

Head of Client Success

How do your team's ideas influence the company's direction?

The tech team has a lot of influence over how solutions are implemented, leading to scalable, reliable solutions which provide great value to our users. Ultimately these design decisions help grow the business by providing a great user experience!

Chris

DevOps Engineer

How does your team reward individual success?

Each week a member of our team is recognized as the PerkSpot "Star" of the week. They recieve a big trophy to position on their desk for the week and receive credits to spend in our gift card platform. This person has gone above and beyond to help the company and/or support multiple teams on a special project or initiative.

Anthony

Senior Account Executive

What are PerkSpot Perks + Benefits

PerkSpot Benefits Overview

PerkSpot offers the full suite of benefits you’d expect from a profitable, established company, including health and dental insurance, 401(k), pre-tax transit benefits, and fully-funded disability coverage. We have in-office bike storage and showers on-site.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Documented equal pay policy
Mean gender pay gap below 10%
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Game Room
Some Meals Provided
Happy Hours
Pet Friendly
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

PerkSpot offers free Financial Advisory services to all our employees from an outside Financial Advisory firm.

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