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.

Financial Insight & Decision Support

• 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.

Process Improvement

• 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.

• Maintain compliance with internal controls, policies, and external requirements.

• Stay informed on evolving accounting standards and FP&A best practices.

Cross-Functional Collaboration

• 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.

Qualifications

Required Skills & Experience

• 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).

• Strong analytical skills with the ability to translate