Financial Analyst - Infinity Constellation

About the role

We are seeking a high-agency Financial Analyst to partner directly with Founder-CEOs across our Business Units. This role owns budgeting, forecasting, modeling, and performance analytics. You will serve as the finance partner to BU founders and leaders - helping them plan, scale, and operate efficiently. This is a highly cross-functional, strategic role. You will report to the Head of Finance.

Responsibilities

• Budgeting & Forecasting
• Design and coordinate annual planning processes with BUs
• Maintain rolling forecasts, budget vs actual commentary, margin analysis, and various adhoc analysis as needed
• Run quarterly operating plan re-forecast calibrations, and champion BU internal needs
• Founder Partnership
• Serve as finance partner to Business Units
• Support hiring plan modeling (in partnership with Talent/HR)
• Translate financial performance into actionable insights
• Help Business Unit teams determine opportunities, risks, and tradeoffs in a principled and structured way
• Financial Modeling
• Design and build operating models for new and existing BUs
• Support investment allocation decisions
• Scenario modeling for growth planning
• Performance Reporting
• Develop dashboards and KPI tracking for internal Business Units and the consolidated Constellation team
• Build scalable and standardized reporting across BUs
• Drive data-driven decision-making
• AI & Automation
• Identify opportunities to automate reporting
• Integrate AI-driven analytics where appropriate

Requirements

• 5+ years of FP&A experience
• Experience in SaaS, services, holding companies, or venture environments
• Strong financial modeling skills
• Advanced Excel/Sheets capabilities
• Experience with QuickBooks data environments preferred
• High communication skills - able to partner with founder-CEOs
• What Success Looks Like
• BUs have clear financial visibility and forecasting accuracy
• Hiring and investment decisions are grounded in strong modeling
• Finance is seen as a growth enabler, not a reporting function

Benefits

Additional Information

Financial Analyst Reports to: Head of Finance Location: Remote (Quarterly travel for offsites) About Infinity Constellation Infinity Constellation is the first AI services holding company, building category leaders designed to displace incumbents in the $9T+ professional services market. We give exceptional operators a 12-month head start-backed by capital, shared infrastructure, customers, back-office support, and shared equity-to launch outcome-driven businesses that redefine their industries.

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