Senior Financial Planning & Analysis Analyst at Funding Circle

| San Francisco
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Position at Funding Circle US


At Funding Circle there’s a mission that drives everything we do. Around the world, we want to help small businesses get the finance they need to thrive, creating thousands of jobs as they drive the economy forward.

We have teams in London, Denver, San Francisco, Amsterdam and Berlin, we’re fusing finance and tech to build new opportunities for those who want to achieve more.

Are you made to do more? Join us!


As a Senior Financial Planning and Analysis (FP&A) Analyst on our team at Funding Circle you get to help create the annual budget and periodic forecasts for the US business and key organizational groups, and analyze and report key revenue and expense trends and other business data to business partners.

As a Senior Financial Planning and Analysis (FP&A) Analyst on our team at Funding Circle you get to…

You’ll be responsible for:

  • Understanding and analyzing expense drivers and critical metrics
  • Working with internal business managers to build forecasts of expenses based on current and past cost trends, headcount changes, and business initiatives
  • Coordinating budget, forecast and financial reporting information with the Group Finance team in London.
  • Handling tools to track global headcount trends and forecasts
  • Preparing key parts of weekly and monthly financial reports for local and global management and distributing financial information such as budget to actual reports.

This position will report to Funding Circle’s FP&A Manager. This is an important and highly visible role within finance, with exposure to key decision makers in a critical focus area of the company. Our ideal candidate will help us continue to build and develop an extraordinary finance capability, and will be an experienced and confident finance professional.

You’ve been there and done this...

  • Excellent ability to analyze key financial trends and variances, gained through experience in either FP&A or accounting
  • Excellent communication and presentation skills, with the ability to make complex financial information understandable and relevant to end users
  • Solid grasp of accounting principles, including debits and credits, forecasting, and management reporting
  • Strong Excel and data analysis skills

It would be great if you also have…

  • Bachelor’s degree in Accounting, Finance, or equivalent discipline.
  • 3-5 years of accounting or FP&A experience
  • Strong written and oral communication skills and excellent attention to detail
  • Ability to work independently in a fast paced environment
  • Expertise in Office tools, particularly Excel
  • Interest in and understanding of financial technology and online lending
  • Enthusiasm for a fast-paced, team focused start-up environment
  • Identification with our mission, “to build a better financial world”
  • Alignment with our core values: Think Smart, Make It Happen, Be Open, Stand Together, Live The Adventure

At Funding Circle, we celebrate and support the differences that make you, you. We’re proud to be an equal opportunity workplace and affirmative action employer. We truly believe that diversity makes us better.

We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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Technology we use

  • Engineering
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Our office is centrally located in San Francisco Financial District and conveniently connected to all parts of the city on Cal-Train, MUNI, and BART

An Insider's view of Funding Circle

What’s the vibe like in the office?

There are friendly faces at every turn and the office is set up for both collaborative and focus work. We’re in the heart of SF financial district so it really feels like you’re in the middle of the action


Compliance Officer

What are Funding Circle Perks + Benefits

Funding Circle Benefits Overview

Competitive salary and true ownership in the business through company equity plan

Unlimited vacation and flexible working hours

Full health benefits insurance package, 401(k), and subsidized gym membership

Fully-stocked kitchens with free drinks and snacks

Regular social events, team bondings, employee-lead volunteer days, and club activities (such as [email protected], Running Club, Wine Club, and more)

Opportunities to learn, develop, and grow your career through global programs, team/functional training, and $300 annual flexible personal development benefit

Within walking distance of public transit

Volunteer in local community
Eat lunch together
Intracompany committees
Open office floor plan
Highly diverse management team
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Team workouts
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Acme Co. hosts company outings Semi-annually.
Free Daily Meals
Catered lunch once per week.
Game Room
Our game room includes Ping Pong, Pool Table, Video Games.
Stocked Kitchen
Some Meals Provided
Happy Hours
Happy hours are hosted On occasion .
We offer employees A parking subsidy.
Recreational Clubs
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings on occasion.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program.
Customized development tracks