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FP&A Analyst



United States · Remote
Posted on Friday, May 5, 2023
Swiftly® is a leading provider of technology and solutions for retailers worldwide. Our best-in-class platform delivers innovative, turn-key solutions that empower retailers to grow sales and build loyalty, while enabling brands to reach more shoppers through retail media networks.
Swiftly is the first vendor in the industry to connect the digital and in-store shopping experience with a robust ad platform, while deepening insights using 1st party data and analytics. We offer the only system to seamlessly connect with retail customers across the entire shopping journey. With our recent Series C funding round totaling $100M we are expanding our team with exciting times ahead.
Headquartered in Seattle, Washington, Swiftly is building better retail through technology.
Position Summary:
Swiftly is seeking an experienced and technically dynamic FP&A analyst to take our partner and business reporting to the next level. This role will be at the center of our high growth organization where you will own end-to-end revenue reporting while also providing larger business analysis! This position will help ensure that FP&A is providing action insights that help business leaders make better decisions.

Responsibilities Include:

  • Manage Partner reporting process starting from deal review through Rev Share report distribution
  • Partner with Sales and Revenue Operations to set sales target/quota, forecast revenue, measure incentive plan, and run revenue sharing reporting
  • Partner Pipeline: Review agreements in connection with deal review process to ensure new partner’s reporting is contractually aligned with Account management
  • Revenue management: Partner with Accounting, Ad Ops, Account Management and Product to manage Revenue recognition’s translation into Partner reporting (including Revenue, Payments, and Aged AR)
  • Fee Management – Financially manage Fees file to track obligations owed by partner
  • External client reporting – ensuring we are contractually compliant with the ongoing reporting requirements
  • Partner Forecast – Stand up novel forecasting templates that incorporate actuals and KPIs to create forward looking allocation of demand on our supply partners
  • Support budgeting, forecasting, and reporting processes at P&L granularity to provide Board, Executive and Business Unit presentations
  • Other related duties as assigned

Required Qualifications:

  • BA/BS degree in Business, Economics, Finance, Accounting, Mathematics, Statistics, Engineering, Computer Science, or other analytical subject areas
  • 3-5 years relevant technical accounting/FP&A and/or Client Finance experience at high growth tech companies
  • Excel and SQL expert. Bonus points if you also have other database, automation, or BI skills. Financial planning, budgeting, and forecasting experience (working knowledge of NetSuite and SFDC a Must)
  • Revenue Recognition Experience or Inventory Partner Revenue management
  • Familiarity with sales finance, revenue recognition and digital advertising

Preferred Qualifications:

  • Excellent problem-solving skills, combined with strong business judgment and the ability to communicate and partner with a senior management team
  • Outstanding modeling and analytical skills
  • Ability to self-start and self-direct work in a fast-changing environment; comfortable dealing with ambiguity and jumping into operational details
Working For Swiftly
We are working on a set of problems that require the best in the industry to get right. Our employees are the pillars of the future of the company and they are treated and compensated as such. We're a growing team of experienced industry professionals building an organization that can solve tough problems and values a collaborative environment.
Every Swiftly employee:
-Has demonstrated the ability to work collaboratively in an ambiguous, fast-paced environment
-Takes ownership of their domain from the ground up, from inception through deployment to customers
-Leaves their ego at the door and ensures the best idea leaves the room
-Is always experimenting with new technologies and learning new skillsets
If you've ever wanted to work on a project that blends a gorgeous consumer experience, sophisticated logistics, and scale that rivals the largest technology players, Swiftly is the place for you.
Equal Opportunity Employer
Swiftly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
Swiftly will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available for qualified individuals with disabilities throughout the subsequent application process.