Analyst - Financial Planning and Analysis (H/F)

We're looking for an FP&A Analyst to join the finance team of a growing SaaS scale-up. Reporting to the Head of Financial Planning and Analysis and working closely with the CFO, you'll get hands-on exposure to the financial operations of a company moving into its next stage of growth. You'll work alongside senior leadership on real finance projects, building the skills to see how financial planning, reporting, and analysis directly shape decision-making in a business that's scaling fast. This role is based in the Boston area, and is hybrid to work directly with the CEO and CFO, who are both based there. What Your Impact Looks Like At Shift, we value ownership from day one. In this role, you will: • Support the CFO and Head of FP&A on financial analysis, reporting, and ad hoc projects that directly inform business decisions. • Maintain and improve financial models, dashboards, and internal reports, keeping leadership's view of the business accurate and current. • Organize, clean, and analyze large or imperfect datasets in Excel and Google Sheets, using formulas, pivot tables, and lookups to turn raw numbers into usable insight. • Explore how AI tools can complement traditional analysis, testing new approaches to sharpen and speed up financial reporting. • Assist with core FP&A and accounting tasks as needs arise across the finance function. • Prepare clear, executive-ready presentations and reports in Google Slides and Google Docs. • Contribute to process improvements across finance, accounting, and operations, simplifying recurring workflows where you spot the opportunity. • Conduct research and benchmarking to support strategic and operational decisions.

• Holds an undergraduate degree in Finance, Accounting, Business Analytics, Economics, or Business. • Brings 2–3 years of experience in a similar role within a SaaS or subscription-based technology company. • Highly proficient in Microsoft Excel and Google Sheets, comfortable with formulas, pivot tables, and lookups to organize large datasets, and curious about how AI can complement traditional analysis tools. • Detail-oriented and analytical, committed to accuracy in financial reporting and metrics while keeping sensitive data private and secure. • Growth-minded and a self-starter: curious, resourceful, and willing to take ownership without waiting to be asked. • Collaborative, eager to contribute to the team, ask thoughtful questions, and share knowledge with colleagues across the globe. • Adaptable and impact-driven, comfortable diving into large or imperfect datasets to uncover actionable insight without waiting for perfect direction. • Based in or near Boston and excited to be part of our in-person workplace community, with a genuine interest in SaaS, technology, startups, scale-ups, or subscription business models.

Shift was founded on the belief that Artificial Intelligence (AI) has the potential to unlock the future of insurance, solving fraud detection and claims automation challenges while empowering insurers to deliver amazing customer experiences. The Shift team is comprised of hundreds of insurance-focused Data Scientists, Customer Success Advisors and Project Managers. We are 100% focused on creating AI-native solutions to help the world’s leading insurers deliver amazing customer experiences while winning the fight against fraud.