Associate – Financial Planning & Analysis

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.