Financial Business & Planning Analyst (Worldwide Remote)

About Helpgrid

HelpGrid is a performance-driven growth partner for eCommerce brands in the health and wellness space. We specialize in abandoned cart recovery, post-sale engagement, and customer support, helping our clients recover 10–15% more revenue from existing traffic. In fact, our work drove over $35 million in additional revenue for our clients last year alone.

What started as a small but mighty support team has grown into a full-scale revenue engine, and now, a tech company. We've built custom internal tools to optimize conversations, scale faster, and deepen customer connection, and we're now turning those tools into software products powered by AI and automation.

Whether you're a closer, a creative, a builder, or a systems thinker, there's room to grow with us. We care about performance, but we care just as much about people, and we’re building a place where both can thrive.

We’re growing fast, and we’re looking for people who want to grow with us.

Why This Role Exists

With financial reporting responsibilities transitioning from central finance to our U.S. subsidiary, there’s a growing need for strong Financial Planning & Analysis (FP&A) capabilities to drive decision-making, efficiency, and accountability.

The Financial Planning Analyst will play a key role in connecting data with strategic business insight, ensuring management has accurate, timely, and actionable financial intelligence to make informed decisions on costs, new initiatives, client opportunities, and investments.

This is a high-impact role for someone who’s analytical, commercially minded, and confident presenting insights to leadership, helping shape the company’s financial maturity and performance culture.

Responsibilities

Revenue & Expense Analysis

• Develop and maintain financial models and pro formats to forecast revenue and expenses.
• Provide detailed spending breakdowns by division and ensure alignment with approved budgets.
• Identify cost-saving opportunities and monitor budget compliance across departments.
• Deliver variance analysis and clear commentary on performance trends and key drivers.

Budget Management

• Support management in creating, monitoring, and adjusting divisional budgets.
• Track allocations and spending limits to ensure resources are used efficiently.
• Partner with department heads to recommend strategic budget adjustments.
• Produce monthly and quarterly budget-to-actual reports with actionable insights.

Compensation & Workforce Analysis

• Analyze employee compensation structures, bonuses, and commissions.
• Refine incentive programs to align with company performance goals.
• Conduct market benchmarking to maintain competitive pay and retention.
• Prepare ad hoc analyses, reports, and business cases to support decision-making.
• Build financial models for new client opportunities, investments, and initiatives.
• Provide data-driven insights on costs, profitability, and return on investment.
• Ensure leadership understands financial implications before major commitments.
• Design and implement efficient financial workflows, reporting, and forecasting systems.
• Automate recurring tasks and enhance data accuracy using tools like Power BI or ERP systems.
• Refine incentive programs to align with company performance goals.
• Conduct market benchmarking to maintain competitive pay and retention.
• Prepare ad hoc analyses, reports, and business cases to support decision-making.
• Build financial models for new client opportunities, investments, and initiatives.
• Provide data-driven insights on costs, profitability, and return on investment.
• Ensure leadership understands financial implications before major commitments.
• Design and implement efficient financial workflows, reporting, and forecasting systems.
• Automate recurring tasks and enhance data accuracy using tools like Power BI or ERP systems.

Financial Insight & Decision Support

Process Improvement

• Maintain compliance with internal controls, policies, and external requirements.
• Stay informed on evolving accounting standards and FP&A best practices.
• Partner with Operations, Sales, and other business units to align financial planning with strategy.
• Collaborate with central finance to ensure divisional outputs meet group standards.
• Act as a trusted advisor to both local and global finance leadership.
• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years of experience in FP&A, corporate finance, or related financial roles.
• Advanced proficiency in Microsoft Excel (pivot tables, forecasting, advanced formulas).
• Maintain compliance with internal controls, policies, and external requirements.
• Stay informed on evolving accounting standards and FP&A best practices.
• Partner with Operations, Sales, and other business units to align financial planning with strategy.
• Collaborate with central finance to ensure divisional outputs meet group standards.
• Act as a trusted advisor to both local and global finance leadership.
• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years of experience in FP&A, corporate finance, or related financial roles.
• Advanced proficiency in Microsoft Excel (pivot tables, forecasting, advanced formulas).

Cross-Functional Collaboration

Qualifications

Required Skills & Experience

• Strong analytical skills with the ability to translate complex data into clear insights.
• Experience with financial modeling, forecasting, and variance analysis.
• Familiarity with data visualization tools such as Power BI or Tableau.
• Excellent communication and presentation skills, with the ability to explain financial data in business terms.
• CPA, CFA, or progress toward a professional qualification.
• Experience in compensation analysis and incentive plan design.
• Exposure to process automation or digital finance tools.
• Prior experience in a high-volume, client-facing or service-oriented business.
• Strong analytical skills with the ability to translate complex data into clear insights.
• Experience with financial modeling, forecasting, and variance analysis.
• Familiarity with data visualization tools such as Power BI or Tableau.
• Excellent communication and presentation skills, with the ability to explain financial data in business terms.
• CPA, CFA, or progress toward a professional qualification.
• Experience in compensation analysis and incentive plan design.
• Exposure to process automation or digital finance tools.
• Prior experience in a high-volume, client-facing or service-oriented business.

Preferred Experience

Personal Attributes

• Proactive and assertive — anticipates needs and raises issues constructively.
• Commercially minded, with the ability to see beyond numbers to business impact.
• Strong interpersonal skills with the confidence to influence management.
• Highly organized, detail-oriented, and adaptable to a fast-paced environment.
• A collaborative team player who values both autonomy and group alignment.

Career Opportunity

This is a pivotal role in shaping HelpGrid’s financial capability. The successful candidate will not only strengthen planning and reporting but will also help drive strategic decisions, elevate financial discipline, and build a culture of insight-driven leadership.

Employment Details

• Department: Finance
• Reports To: General Manager, U.S. Subsidiary
• Type: Full-time
• Location: Remote

Equal Opportunity Employer

We are committed to equality of opportunity, welcoming diverse candidates, and fostering a work environment free from discrimination on the basis of race, color, ancestry, national/regional or ethnic origin, religious beliefs, sex, gender identity, sexual orientation, marital or family status, age, or physical impairments.