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OCA Ventures

Financial Planning and Analysis Manager



This job is no longer accepting applications

See open jobs at Placer.ai.
Accounting & Finance
Remote · United States
Posted on Thursday, December 21, 2023


Placer.ai is a high growth, big data pre-IPO tech company led by seasoned executives and repeat entrepreneurs who are building the world's first "Google Analytics for the physical world." Placer.ai’s platform provides instant visibility into any property in the U.S., presenting accurate details about visitation patterns and demographic breakdowns of visitors. Placer.ai’s customers can see where visitors have been before, where they go afterwards, where they typically go for sports, entertainment, groceries, etc., and what their interests are. Placer.ai's A.I.-based SaaS platform replaces archaic solutions such as manual surveys, installed cameras and other people-counting systems, creating a blue ocean market of more than $100B.

Placer.ai has grown 2x year-over-year for the past 2 years, counting more than 3,300+ paying customers across a range of industries, including 2 of the world’s top-10 retailers, 2 of the top-10 CPG firms worldwide, a world’s top hospitality firm, 2 of the world’s top-10 commercial real estate (CRE) firms and 2 of the world’s top multinational asset managers and hedge funds. Placer.ai raised $100M for Unicorn ($1B+) valuation in Series C funding.


We are looking for a motivated financial analyst who will work closely with the Head of Finance in the development and maintenance of forecasts, financial models, budgets, reporting, KPI analysis, GTM and sales operation planning, and maintenance of key company financial schedules.


  • Support all financial planning and forecasting across the P&L, balance sheet, and company cash flows
  • Work with members of the sales and GTM teams to create forecasting models and be a key asset to the company’s operational planning
  • In depth analysis of company performance, key KPIs, budget-to-actuals, flux, and cohort analysis
  • Work closely with the Finance, GTM, and Operations teams to track, adjust, monitor, fine-tune and continually improve the annual and monthly budgets.
  • Implement ways of extracting and analyzing operational information, specifically as it relates to sales funnel metrics.
  • Develop, maintain and improve the company’s financial models for analysis.
  • Cross-departmental insights for the operations, marketing, sales development and sales teams to improve internal reporting processes, departmental budgets and non-financial KPIs.
  • Ad hoc projects with finance and accounting teams.


  • An expert in Excel and Google Sheets, specifically in regards to financial modeling
  • Bachelor’s degree in finance, accounting or a related field
  • 6+ years of experience in finance, financial modeling and interpreting financial statements
  • Very analytical and can operate quickly with the skills to data-mine, organize, and gain insights from raw financial information
  • Knowledge of financial reporting, accounting standards and the budgeting process across a high-growth organization
  • Able to proactively communicate effectively across departments in a remote environment and accustomed to working towards deliverable deadlines
  • Experience with Salesforce a plus
  • Able to work independently and fully-remote while collaborating in a small team environment
  • Strong analytical and problem-solving skills
  • Possess the drive to learn and grow


Join a rocketship! We are pioneers of a new market that we are creating

  • Take a central and critical role at Placer.ai
  • Work with, and learn from, top-notch talent
  • Competitive salary

Fully remote


Placer.ai is an equal opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.

Placer.ai’s applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any Placer.ai applicant who requires reasonable accommodations during the application process should contact Placer.ai’s Human Resources Department to make the need for an accommodation known.

This job is no longer accepting applications

See open jobs at Placer.ai.