Specialist, Financial Planning & Analysis

About MOZN

MOZN is a pioneering Enterprise AI company dedicated to empowering organizations with data-driven decision-making in two pivotal domains: Financial Crime Prevention and Enterprise Knowledge Intelligence. Our diverse and collaborative team of innovators is united by a shared mission—to develop AI solutions that deliver measurable business value, foster trust, and enhance human and organizational capabilities through augmented intelligence. Our culture thrives on excellence, innovation, and the pursuit of meaningful impact. If you are driven by the opportunity to collaborate with top-tier talent on cutting-edge AI initiatives and seek the autonomy to execute transformative work, we invite you to join us in redefining the future of intelligent enterprises.

The Role

As a Specialist in Financial Planning & Analysis (FP&A), you will assume a critical leadership position in shaping MOZN’s financial strategy, delivering advanced analytical insights, and supporting executive decision-making within a dynamic SaaS and technology environment. This role is designed for a strategic thinker who excels in cross-functional collaboration, financial modeling, and driving organizational growth through data-driven recommendations. You will serve as a trusted advisor to senior leadership, ensuring financial rigor, transparency, and alignment with the company’s ambitious objectives.

Key Responsibilities

• Strategic Financial Leadership: Partner with accounting, operations, sales, and other departments to collect, analyze, and synthesize complex financial and operational data. Develop integrated financial models and provide actionable insights to support high-impact strategic initiatives and executive decision-making.
• Special Projects & Initiatives: Lead and provide expert financial analysis for critical projects, initiatives, and strategic planning efforts as directed by senior management and executive leadership. Drive alignment between financial objectives and operational execution.
• Budget Management & Oversight: Oversee the internal approval processes for budget submissions and actual consumption, ensuring strict adherence to budgetary guidelines, company policies, and procurement protocols. Champion fiscal responsibility and accountability across the organization.
• Annual Budgeting Process: Lead the annual budgeting cycle in collaboration with department heads to establish ambitious yet attainable financial targets. Facilitate consensus-building across the organization to ensure collective ownership of financial goals.
• Comprehensive Budget Documentation: Direct the preparation of detailed budget documentation and lead compelling budget presentations for stakeholders and executive teams. Translate complex financial data into clear, actionable narratives.
• Rolling Forecasts & Scenario Planning: Own the development and maintenance of rolling forecasts, incorporating historical performance, market trends, macroeconomic factors, and advanced scenario planning to anticipate future business performance with precision.
• Variance Analysis & Performance Insights: Conduct rigorous variance analysis to identify key drivers, trends, risks, and opportunities. Recommend corrective actions and strategic adjustments to senior leadership to optimize financial outcomes.
• Profitability & Cost-Benefit Analysis: Perform in-depth profitability assessments and cost-benefit analyses on products, services, customer segments, and business units. Inform strategic investments, resource allocation, and prioritization decisions.
• Executive Reporting & Visualization: Design and deliver high-impact financial reports, dashboards, and visualizations using advanced Business Intelligence (BI) tools. Communicate performance metrics, forecasts, and actionable insights to executives and stakeholders in a clear and compelling manner.
• Team Mentorship & Development: Mentor and guide junior FP&A team members, fostering their professional growth and ensuring the delivery of high-quality financial analyses and insights. Cultivate a culture of continuous learning and excellence within the team.
• Process Optimization: Drive continuous improvement in FP&A processes, tools, and methodologies to enhance efficiency, accuracy, and scalability in a fast-growing technology environment.

Qualifications & Experience

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. A Master’s degree or MBA is highly preferred.
• Certifications: Professional certifications such as CMA (Certified Management Accountant), CFA (Chartered Financial Analyst), or FMVA (Financial Modeling & Valuation Analyst) are strongly desirable.
• Professional Experience: Minimum of 5 years of progressive experience in FP&A roles, with at least 5 years in a senior capacity. Prior experience in SaaS and VC-backed companies is highly advantageous, particularly in preparing internal and external financial reports, including company-level financial statements and key SaaS metrics (e.g., ARR, MRR, churn, CAC, LTV).
• Technical Proficiency: Expertise in advanced financial modeling, valuation techniques, scenario analysis, and forecasting. Mastery of Microsoft Excel and financial software systems, including ERP platforms, BI tools (e.g., Tableau, Power BI), and SaaS-specific tools such as Drivetrain or Adaptive Insights.
• Analytical & Strategic Skills: Exceptional analytical acumen, strategic thinking, and problem-solving abilities. Proven capacity to synthesize complex financial data into executive-ready recommendations that drive informed decision-making.
• Leadership & Communication: Strong leadership and mentoring skills, with a track record of guiding teams or projects. Exceptional ability to present complex financial insights to senior executives and influence strategic outcomes.
• Adaptability: Thrives in a fast-paced, high-pressure environment with a demonstrated ability to manage multiple priorities and deliver results under tight deadlines.

Join MOZN and play a pivotal role in shaping the financial future of a leading Enterprise AI company. If you are a strategic financial leader with a passion for innovation and a commitment to excellence, we encourage you to apply and contribute to our mission of transforming industries through intelligent AI solutions.