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Financial Analyst - Infinity Constellation

Key Facts

Remote From: 
Full time
Senior (5-10 years)
English

Other Skills

  • Budgeting
  • Forecasting
  • Microsoft Excel
  • Communication

Roles & Responsibilities

  • 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

Requirements:

  • 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

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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