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Financial Planning & Analysis Manager

Nikola Labs Inc.

Nikola Labs Inc.

Accounting & Finance
Posted on Thursday, May 11, 2023

AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience, with a passion to care about the assets our customers care for every day. We are a devoted and capable team that includes world-renowned engineers and distinguished business leaders, united by a common goal – To build the future of predictive maintenance. As we enter the next phase of company growth, we are seeking a dynamic people to help lead the journey.


The FP&A Manager will provide overall leadership and management of financial planning, reporting directly to the CFO. This person will be a key contributor in developing the company’s strategic, fincnancial and operational plans. In addition, this role will oversee financial analysis, business analysis, profitability, and cost analysis.


  • Own and manage the company financial and operating model, including budgeting/forecasting and operational planning processes.
  • Report and track all key performance indicators (KPIs) and other financial metrics on periodic basis in order to update management on business performance and direction.
  • Drive and coordinate various portions of annual planning, quarterly forecasting and monthly reporting processes to deliver predictable financial results, early warning of potential gaps and timely identification and implementation of corrective action.
  • Analyze and interpret financial data, including revenue, expenses, and profitability, to identify trends, patterns, and opportunities for improvement.
  • Collaborate with cross-functional teams to gather financial and operational data, ensuring accuracy and consistency.
  • Utilize Salesforce to extract and manipulate relevant data for analysis, reporting, and forecasting.
  • Prepare and present regular financial reports, dashboards, and presentations to various stakeholders, including executives, managers, and department heads.
  • Perform ad hoc analysis and special projects as required, providing insights and recommendations based on data findings.
  • Play lead role in budgeting and forecasting processes, supporting the development of financial plans and targets.
  • Monitor and evaluate the effectiveness of financial and operational strategies, suggesting improvements and optimizations.
  • Stay updated with industry trends and best practices in financial analysis, reporting, and data visualization techniques.
  • Collaborate with the IT/IS groups to optimize data management systems and processes, ensuring data integrity and accuracy.


  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field. An MBA or master's degree is a plus.
  • 5+ years experience in financial analysis, preferably in a SaaS or technology-driven business environment.
  • Strong proficiency in Microsoft Excel, including advanced functions, pivot tables, and data visualization techniques.
  • Expertise in Salesforce and CRM systems, with the ability to extract, analyze, and manipulate data for reporting purposes.
  • Experience with accounting systems (NetSuite) and financial modelling software
  • Excellent analytical skills and a deep understanding of financial concepts and methodologies.
  • Deep knowledge of financial statements, accounting principles, and financial metrics related SaaS businesses
  • Ability to translate complex financial data into meaningful insights and actionable recommendations.
  • Strong communication and presentation skills, with the ability to convey complex concepts to both technical and non-technical stakeholders.
  • Attention to detail and accuracy, with the ability to work on multiple projects simultaneously and meet deadlines.
  • Strong problem-solving and critical-thinking abilities, with a proactive and results-oriented approach.
  • Experience with data visualization tools such as Tableau, Power BI, or similar tools is a plus.
  • Familiarity with SQL or other database query languages is desirable.
  • Professional certifications such as CFA, CPA, or similar qualifications are advantageous but not mandatory

What we offer:

AssetWatch is a remote-first rapidly growing startup providing a game changing condition monitoring platform and mobile experience in the industrial manufacturing space.

  • Competitive compensation package including equity options.
  • Flexible work schedule
  • Full benefits and 401K + 401K Match
  • Opportunity to make a real impact every day
  • Opportunity to grow as a leader and build a team
  • Unlimited PTO

Details: We have a distributed team that works remotely across locations in the United States. We are open to candidates from most states as long we all can closely collaborate within core working hours.