Financial Planning Analyst

About the role:

8am is looking for a Temporary Financial Analyst to assist the CFO with general finance initiatives, budgeting, forecasting, financial reporting, and analysis.  The Financial Analyst will operate as part of a dynamic team directly assisting the CFO and other high level management with the aforementioned strategic initiatives, providing substantial opportunity for leadership experience and professional development.

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

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 but not limited to 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:

• Bachelor’s degree in Economics, Finance, Accounting, or a related field.
• 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

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. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

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. 
Additional Information

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. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Security advisory:

Our hiring teams at 8am are dedicated to recruiting top talent who share our passion for serving the professional services industry through innovative financial technology.  As such, our Talent Acquisition Team only follows legitimate hiring practices.  We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process.  All interviews take place over phone call, Zoom/Google Meet or in person.  All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow-up.