Versana · 3 hours ago
FP&A Specialist
New York, NY
Full-time
Onsite
Senior Level
$140K/yr - $170K/yr
5+ years expVersana is an industry-backed fintech focused on enhancing the syndicated loan market through digital solutions. The FP&A Specialist will provide financial planning and analysis to support strategic decision-making within the organization, reporting directly to the Head of Finance.
ConsultingData IntegrationFinanceFinancial Services
Responsibilities
Support senior management in maintaining and improving the multi-year company financial model
Develop dashboard reporting on cash burn, revenue projections and KPIs/Metrics
Perform commercial analyses (TAM, product profitability, competitive intelligence) and work with Product and Sales teams in developing the commercial terms and financial projections for products and business lines
Contribute to the annual budgeting and forecasting processes
Prepare presentation materials for senior management, the Board of Directors, and current and prospective investors
Perform ad-hoc analysis and provide support on special projects as needed
Qualification
Required
BS or BA degree in Finance
5+ years of experience in investment banking, credit/equity research, or consulting
Ability to multi-task and manage multiple projects simultaneously
Ability to work well with diverse groups in a collaborative team
Strong interpersonal skills and outstanding verbal and written communication skills
Excellent analytical skills with an ability to synthesize qualitative and quantitative information
Exceptional financial analysis background, advanced modeling skills, strong business communication skills
Advanced skills in Microsoft PowerPoint and Excel
Preferred
SQL or Power BI training
General understanding of accounting policies and principles
Company
Versana
Versana is an industry-backed fintech company that provides transparency, efficiency and velocity to loan market.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$66MKey Investors
Barclays
2024-09-10Series Unknown· $26M
2023-03-28Series Unknown· $40M
Leadership Team
Cynthia Sachs
Founding CEO
Bruce Manson
Chief Operating Officer
Recent News
2025-12-16
Company data provided by crunchbase