Senior Financial Planning Analyst

Company Description Insight Genesis – IGAi is an AI-driven platform that uses advanced predictive algorithms to understand human behavior and generate actionable, personalized insights. The company focuses on solving the problem of fragmented and generic guidance in key life areas, especially for individuals in emerging and unbanked markets. By unifying finance, human resources, education, and health and wellness under one intelligent ecosystem, Insight Genesis connects data, behavior, and predictive AI to support better decisions. Team members collaborate in a mission-driven, technology-focused environment that aims to improve real-world outcomes for users globally.

Role Description The Senior Financial Planning Analyst is a full-time, remote role responsible for leading financial planning and analysis activities that support strategic and operational decision-making at Insight Genesis – IGAi. This role includes developing and maintaining financial models, preparing budgets and forecasts, monitoring financial performance, and generating insightful reports and dashboards for leadership. The analyst will collaborate with cross-functional teams to evaluate business initiatives, assess financial risks and opportunities, and refine monetization strategies across the platform’s key verticals. Daily tasks involve analyzing complex data sets, interpreting trends, recommending improvements to financial processes, and ensuring that financial plans align with the company’s growth objectives and mission. The role also contributes to building scalable FP&A processes and tools suitable for a fast-growing, AI-driven startup environment.

Qualifications

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• Candidates should possess strong Financial Planning and Finance skills, including experience in strategic FP&A and supporting business decision-making.
• Candidates should possess robust Analytical Skills, with the ability to interpret complex data, identify trends, and translate insights into clear recommendations.
• Candidates should possess Budgeting & Forecasting skills, including building and managing annual plans, periodic reforecasts, and variance analyses.
• Candidates should possess Financial Modeling skills, including scenario analysis, revenue and cost modeling, and cash flow projections.
• Experience working in technology, fintech, AI, or data-driven environments is beneficial.
• Proficiency with Excel or Google Sheets and familiarity with business intelligence or data visualization tools is preferred.
• Strong communication skills, with the ability to present financial insights to non-financial stakeholders, are important.
• A bachelor’s degree in Finance, Accounting, Economics, or a related field is required; an advanced degree or professional certification (e.g., CFA, CPA) is a plus.
• Ability to work independently in a remote setting, manage multiple priorities, and collaborate effectively across time zones is essential.