Financial Planning & Analysis Associate

We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies.

We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation.

At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible.

We are looking for a Financial Planning & Analysis Associate

Total compensation ranges from $157,000-$170,000, including a fixed annual salary of $140,000-$153,000, an employee equity plan grant, and world-class benefits.

Equity grants are issued in good faith, subject to company policies, board approval, and individual eligibility.

About the Role:

We are looking for a high-performing FP&A Associate to help drive budgeting, forecasting, long-range planning, and strategic analysis. This role will require exceptional analytical capabilities, executive-ready communication, and an AI-first approach to financial problem-solving. You will be a key contributor to Rokt’s growth story and an effective business partner to leadership —enabling data-driven decisions and operating leverage through strategic insight and automation.

Responsibilities:

• Support Core Planning Workstreams: Own and contribute to budgeting, quarterly forecasts, and long-range planning cycles. Analyze trends and surface data-driven insights that inform business and resource allocation decisions.
• IPO & Maturity Readiness: Partner across functions to prepare for a public-company environment—enhancing forecasting accuracy, and contributing to investor narratives and materials.
• AI-Driven Modeling: Use AI-enhanced modeling tools and techniques (e.g., AI-assisted forecasting, automation platforms like Pigment, Cursor or Python/Excel APIs) to streamline workflows and improve forecast granularity.
• Business Performance Analytics: Design dashboards, recurring reports, and deep dives that drive visibility into drivers of revenue, margin, and cash flow.
• Collaborate Cross-Functionally: Work closely with leaders in Finance, GTM, Product, and People to support planning and performance tracking across teams.

Requirements

About You:

• 4+ years of relevant experience, including completion of an investment banking analyst program and at least 1-2 years in a strategic finance or FP&A role at a high-growth technology company (pre-IPO or IPO experience is a plus)
• Experience with technology, internet, or software industries preferred
• Strong analytical and modeling skills; expert in Excel/Google Sheets, comfortable with large datasets, and excited about AI-first financial tooling
• Demonstrated executive presence; able to distill insights and communicate clearly to senior stakeholders
• Experience working autonomously in fast-paced environments, with strong ownership and attention to detail
• High hunger and curiosity; a generalist mindset and enthusiasm for cross-functional collaboration

Benefits

About Rokt’stars:

As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. 

About the Benefits:

We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it:

• Become a shareholder. Every Rokt’star gets equity in the company
• Enjoy catered lunch every da