8am
Temporary Sr. Financial Planning Analyst
Senior Financial Analyst to assist the CFO with general finance initiatives, budgeting, forecasting, financial reporting, and analysis. Operate as part of a dynamic team directly assisting the CFO and other high level management with strategic initiatives, providing substantial opportunity for leadership experience and professional development.
What you’ll do
Assist Finance Department with development of financial forecasts and budgets
Engage in the annual planning process and on‑going quarterly forecasts
Prepare and analyze monthly financial and operating reports including monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long‑range plans.
Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO.
Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners.
Assist with the continued development of budgeting, financial forecasting, and operating plan
Support management team and department heads with analysis and reporting as needed
Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance
Increase productivity by developing automated applications and reports; coordinate information requirements
Develop financial models, conduct benchmarking and process analysis
About you
MBA and/or Professional certification (CPA/CMA/Qualified Accounting certificate) + relevant experience
Highest standards of accuracy and attention to detail in a dynamic, multitasking environment
Solid knowledge of general accounting and financial planning
Able to work independently
Advanced proficiency in Excel
Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result
Extensive database experience as well as working with BI tools such as Tableau
Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision‑making, or drive innovation.
Why 8am At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way.
Diversity, equity & inclusion at 8am At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.
Pay range The pay range for this position is between $60 - $62.50 per hour. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job‑related knowledge, skills, experience and education. This position is non‑exempt and eligible for overtime.
Location Austin, Texas Metropolitan Area
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What you’ll do
Assist Finance Department with development of financial forecasts and budgets
Engage in the annual planning process and on‑going quarterly forecasts
Prepare and analyze monthly financial and operating reports including monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long‑range plans.
Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO.
Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners.
Assist with the continued development of budgeting, financial forecasting, and operating plan
Support management team and department heads with analysis and reporting as needed
Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance
Increase productivity by developing automated applications and reports; coordinate information requirements
Develop financial models, conduct benchmarking and process analysis
About you
MBA and/or Professional certification (CPA/CMA/Qualified Accounting certificate) + relevant experience
Highest standards of accuracy and attention to detail in a dynamic, multitasking environment
Solid knowledge of general accounting and financial planning
Able to work independently
Advanced proficiency in Excel
Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result
Extensive database experience as well as working with BI tools such as Tableau
Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision‑making, or drive innovation.
Why 8am At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way.
Diversity, equity & inclusion at 8am At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.
Pay range The pay range for this position is between $60 - $62.50 per hour. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job‑related knowledge, skills, experience and education. This position is non‑exempt and eligible for overtime.
Location Austin, Texas Metropolitan Area
#J-18808-Ljbffr