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Financial Planning and Analysis Lead

Agility Robotics

Agility Robotics

Accounting & Finance
Posted on Tuesday, June 11, 2024

Agility Robotics is a pioneer. Our robot, Digit, is the first to be sold into workplaces across the globe. Our team is differentiated by its expertise in imagining, engineering, and delivering robots with advanced mobility, dexterity, intelligence, and efficiency -- robots specifically designed to work alongside people, in spaces built for people. Every day, we break through engineering challenges and invent new solutions and capabilities that will one day make robots commonplace and approachable. This work is our passion and our responsibility: our mission is to make businesses more productive and people’s lives more fulfilling.

About the Role

At Agility Robotics, we are building a scalable, sustainable business and are looking to grow our finance team as a critical component of the fuel that will support Agility’s success. We strive to balance forward thinking and bold steps with careful analysis and rigorous controls - and that’s where we need you! We’re looking for a qualified Financial Planning and Analysis Lead that can provide overall financial support and guidance while working closely with department leads to help formulate and refine the strategy and financial projections for the business. You will play an enormously important role by keeping our company’s financial outlook bright with precision and proactive measures. This newly added position will report directly to the Director of Finance & Accounting.

About the Work

The Financial Planning and Analysis Lead will be responsible for developing insightful analyses that will support timely and effective decision making throughout the organization. You will work closely with senior management and department leads to help develop a long term business plan as well as a detailed annual budget. You will then work to formulate and refine the strategy and financial projections for the business on a quarterly basis. This position requires intense attention to detail and a desire to solve complex business issues. The key components of the role include:

Budgeting and Forecasting

  • Collaborate with business leaders to build annual bottoms-up departmental and organizational budgets. Be a resource for resolving issues and provide training and guidance as needed
  • Develop comprehensive reporting of assumptions, financial statements, and operational metrics derived from the budget process for internal and external stakeholders
  • Prepare monthly actual to operating budget variances and examine with departmental leaders to determine whether operational changes are required
  • Lead headcount modeling & track financial impact on headcount changes
  • Generate cash forecasts with visibility into future liquidity needs
  • Lead the quarterly re-forecasting process and provide analysis of actual and forecasted variances from original budget
  • Lead and deliver on Digital Finance transformation by identifying areas for technology adoption and streamlining
  • Perform ad hoc analysis where required to assist in management decision making

Key Performance Indicators (KPI’s)

  • Engage with management to identify and track key performance indicators (KPI’s) and bridge analysis to financial performance
  • Deliver innovative tools to gather data and construct formats for leadership review and discussion
  • Employ data analysis techniques to identify risks and suggest mitigating strategies
  • Drive business case preparation and financial return modeling for investment of enterprise resources
  • Simplify, standardize, and automate analyses for real-time consumption across a broad audience

Financial Reporting

  • Partner with the People Operations team to ensure that confidential headcount information is reconciled monthly and changes are properly reflected in actual and forecasted financial results
  • Support the Accounting team in the design, documentation, and maintenance of internal control processes
  • Assist in the preparation of financial reports for external parties of interest
  • Assist in the preparation for year-end audits
  • Performs other duties and special projects as assigned

About You

  • Bachelor’s or Master’s Degree in Finance, Accounting, or Business Management and 5+ years related financial or business analysis experience
  • Excellent analysis skills and experience with executive presentations
  • Thorough knowledge and experience in Microsoft Office and Google Suite, including expertise in Excel & Google Sheets
  • Strong business acumen and exceptional analytical skills to recognize emerging trends in financial data
  • Ability to translate and communicate complex financial information to a broad and diverse audience
  • Demonstrable experience in leadership, multitasking, and time management
  • Possesses excellent interpersonal and communication skills, with the ability to build relationships with internal and external stakeholders


  • Competitive Compensation Package
  • 100% Company Paid Disability, Life, Health, Dental & Vision Insurance (for AR employees)
  • Employer Matched Retirement Plan
  • Five Weeks of Paid Time Off Annually
  • Paid Parental Leave
  • Employee Referral Bonus Program
  • Relocation Assistance (for certain roles)
  • Stock Options (for certain roles)
  • A culture that encourages flexible work schedules
  • A culture that embraces individuality and authenticity

Agility Robotics is committed to a work environment in which all individuals are treated with respect and dignity. Each individual has the right to work in a professional atmosphere that promotes equal employment opportunities and prohibits unlawful discriminatory practices, including harassment. Therefore, it is the policy of Agility Robotics to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Agility Robotics prohibits any such discrimination or harassment.

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