Senior Associate - Financial Planning and Analysis at SafeLease Insurance Services

SafeLease is on a mission to help self-storage operators protect and grow their businesses. As we scale rapidly with our core product, we are seeking a Financial Planning and Analysis (FP&A) Associate to support our financial decision-making and long-term growth strategies. This hybrid role is based in our downtown Austin, Texas office. What You'll Do

• Collaborate with the leadership team to evaluate business performance, providing insights and recommendations based on financial analysis.
• Build and maintain financial models to assess the impact of new initiatives, growth strategies, and potential M&A opportunities.
• Conduct variance analysis to compare actual results to forecasts, identifying key drivers and providing actionable recommendations for course correction.
• Provide in-depth analysis of key business metrics, identifying trends and opportunities that inform financial strategy and help prioritize business initiatives.
• Develop dashboards, reports, and presentations to communicate financial insights to the executive team and other key stakeholders.
• Work closely with cross-functional teams to align financial plans with operational goals, ensuring financial integrity and alignment across the business.

About You

• Minimum of 3 years of experience in consulting, investment banking, financial analysis, private equity, or a related field, with a strong focus on financial modeling and business forecasting.
• Demonstrated ability to build financial models that inform decision-making and drive strategic business outcomes.
• Strong understanding of financial metrics and performance indicators, with the ability to translate data into clear, actionable insights.
• Experience conducting variance analysis and developing financial forecasts for fast-paced, high-growth companies.
• Exceptional analytical skills, with the ability to prioritize initiatives based on their financial impact and business potential.
• Strong communication and presentation skills, with the ability to convey complex financial information to both financial and non-financial audiences.
• Highly organized, self-motivated, and capable of managing multiple priorities in a dynamic environment.

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