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Financial Analyst - Infinity Constellation

Role overview

Qualifications

  • 5+ years of FPA experience
  • Experience in SaaS, services, holding companies, or venture environments
  • Strong financial modeling skills
  • High communication skills — able to partner with founder-CEOs

Responsibilities

  • Budgeting and forecasting
  • Serve as finance partner to Business Units
  • Design and build operating models for new and existing BUs
  • Develop dashboards and KPI tracking for internal Business Units

Key facts

Other skills

  • Budgeting
  • Forecasting
  • Microsoft Excel
  • Communication

About the company

Infinity Constellation logo

Infinity Constellation

Artificial Intelligence & Machine Learning Services

Infinity incubates companies focused on AI service businesses, combining repeat founders with world class applied AI engineers creating the next generation of service industries.

Company details

IndustryArtificial Intelligence & Machine Learning Services
Company size2 - 10

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Job description

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.

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.

What You’ll Own

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

Qualifications

  • 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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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